Simplify Salesforce tax compliance with People Tech Group and Thomson Reuters
In collaboration with Thomson Reuters, People Tech Group delivers innovative solutions that simplify tax compliance for Salesforce clients, streamlining tax processes and empowering businesses to effectively manage and optimize their tax-related requirements with ease.
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Simplify Salesforce tax compliance with People Tech Group and Thomson Reuters
In collaboration with Thomson Reuters, People Tech Group delivers innovative solutions that simplify tax compliance for Salesforce clients, streamlining tax processes and empowering businesses to effectively manage and optimize their tax-related requirements with ease.
Register
The People Tech Group has been providing innovative solutions to help companies modernize their operations since its establishment. Their range of services includes cloud adoption, digital transformation, ERP solutions, and digital intelligence. As a pioneer in the IT servicing solutions environment, the People Tech Group also offers robust solutions for Salesforce customers to improve performance and maximize their use of the Salesforce cloud.
Our Salesforce capabilities include
The People Tech Group has been providing innovative solutions to help companies modernize their operations since its establishment. Their range of services includes cloud adoption, digital transformation, ERP solutions, and digital intelligence. As a pioneer in the IT servicing solutions environment, the People Tech Group also offers robust solutions for Salesforce customers to improve performance and maximize their use of the Salesforce cloud.
People Tech partners with Thomson Reuters to streamline taxation for Salesforce customers
People Tech partners with Thomson Reuters under the Technical Partner Program (TPP) to help companies in maintaining tax compliance while utilizing the Salesforce tax engine. Through our partnership with Thomson Reuters, we build and provide tax connectors that allow companies to leverage the full capabilities of the ONESOURCE Determination tax compliance platform. Our tailored ONESOURCE tax connectors, designed for both sales and commerce cloud, enable companies to optimize their Salesforce tax engine performance and stay compliant with tax regulations.
People Tech partners with Thomson Reuters under the Technical Partner Program (TPP) to help companies in maintaining tax compliance while utilizing the Salesforce tax engine. Through our partnership with Thomson Reuters, we build and provide tax connectors that allow companies to leverage the full capabilities of the ONESOURCE Determination tax compliance platform. Our tailored ONESOURCE tax connectors, designed for both sales and commerce cloud, enable companies to optimize their Salesforce tax engine performance and stay compliant with tax regulations.
People Tech offers ONESOURCE Connectors for sales cloud, providing Salesforce customers with solutions to overcome various challenges in sales tax compliance, including:
Manual and labor-intensive Q2C process audit
Lack of feasibility in tax and GL reconciliation and integration
Adapting to changes in sales tax laws
Appropriate auditing in sales taxation
ONESOURCE Tax Connectors for Sales Cloud Capabilities:
CMR Capabilities
- Obtain itemized tax rates for your Opportunity, Sales Quote, and Sales Order.
- Validate shipping address to ensure accurate tax calculation.
- Configure tax exemption for customer accounts.
- Obtain aggregate tax on entire sales order.
- Export indirect tax reports.
Billing Capabilities
- Calculate tax on approved and poster (AR) invoices and credit notes.
- Obtain compliant indirect tax computation on AR invoices (audit call).
- Calculate and map tax by bucket or state.
- Manage return order tax compliance.
- Obtain a reconciliation report on AR invoices for GL posting.
CPQ Capabilities
- Configure tax codes for your products and manage exemptions.
- Export indirect tax reports.
- Calculate and map tax by bucket or state.
Unique Features of People Tech’s ONESOURCE Tax Connectors for Sales Cloud
Simplified setup and a flexible tax engine
Salesforce App Bundle framework as the foundation of the product
Support for both classic and lightning experience
Accurate tax calculation is provided for CRM, CPQ, and Billing
Address validation for the Q2C process
Exemptions can be managed at both the product and customer levels
Tax can be calculated by including freight and non-inventory
Reconciliation reports for accurate GL posting to ERP
Case Studies
Rich’s Foods – Unified Q2C and Tax Compliance Process
Carrier – Tax Compliance for Equipment and Service Contract Order Process
Get in touch with us today!
Our team of Salesforce tax compliance experts is ready to assist you.