How embedded tax solutions streamline ERP-based compliance
By: Oracle View more from Oracle >>
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How Tax Teams Improve Efficiencies and Compliance While Reducing Risk
By: Alteryx APAC
Type: Case Study
This case study shows how tax teams at top companies use Alteryx's AI analytics to streamline tax compliance. Key benefits include:
• Global Tax Management cut manual processes by 50%
• Baker Tilly saved 1,000 hours in sales and use tax processing
• Apter reduced tax data processing from 5,000 to 2,500 hours annually
By automating data tasks and tax filings, these firms improved speed, accuracy, and efficiency, reducing errors and risk. Alteryx's platform enables tax professionals to manage complex tasks effectively, freeing time for valuable analysis.
For tax teams with growing workloads, automation enhances performance.
Read the full case study to learn more.
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Modernize your tax compliance strategy with integrated technology
By: Oracle
Type: White Paper
Indirect tax compliance is complex due to global markets, e-commerce, and evolving regulations. Tax departments face challenges with technology integration, resource constraints, and compliance across jurisdictions.
This white paper examines how an automated tax engine provides benefits:
• Manages high transaction volumes accurately
• Enhances compliance with updated tax rules
• Offers real-time reporting for e-invoicing
• Integrates with ERP for consistent data
• Reduces costs via less manual work and audit riskWhen choosing a tax solution, consider automation, compliance tools, and vendor support for success.
Explore this white paper to see how integrated tech can transform tax operations.
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Understanding Tax Compliance for Shopify Users
By:
Type: Video
Introducing the new Avalara for Shopify integration. U.S. sales tax can get complicated quickly for ecommerce sellers, but it doesn’t have to derail your growth. Join our webinar to learn more about the nuances of U.S. sales tax and the solutions available for Shopify users to help you get it right without the headache. Join us to learn: The U.S. tax challenges you need to be aware of as an ecommerce seller How automating your tax compliance can save time, reduce errors, and ensure accuracy The benefits and features of using Avalara for Shopify to get your global tax compliance right How to purchase and install Avalara for Shopify
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Cloud migration considerations for tax department integration
By: Oracle
Type: Blog
Cloud migration is just the start of tax transformation. Many businesses face fragmented tax solutions even after moving to the cloud. Thomson Reuters ONESOURCE offers a unified platform integrating with cloud ERPs, providing streamlined operations, automation, and scalability. Discover how consolidating your tax tech stack unlocks benefits.
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How compliance automation helps manage global tax transformation
By: Oracle
Type: White Paper
Continuous Transaction Controls (CTC) and e-invoicing mandates are transforming tax compliance. Organizations face challenges as governments enforce real-time reporting with specific rules. Automation is key to managing complexities, improving efficiency, and ensuring compliance. Discover how integrated tax solutions streamline compliance.
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How this data company solved its global tax management challenges
By: Oracle
Type: Case Study
Informatica partnered with Thomson Reuters ONESOURCE to enhance global tax data quality. This enabled centralization of indirect tax processes, reduced IT involvement, and improved visibility in tax determination across 30+ countries. ONESOURCE also identifies data entry errors and aids expansion. Learn how tax automation can transform compliance.
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Taking corporate tax management beyond provision with Longview
By:
Type: Talk
Hear senior tax professionals from insightsoftware and Deloitte explain how tax data can be centralised into one platform. Driving simplifications and the centralisation of group tax functions without taking ownership away from local experts allows for a more flexible and well-informed organisation. Businesses need to focus on leveraging tax technology that serves as a single source of truth for all tax data. Centralising critical information into one platform not only ensures consistency and accuracy but also streamlines processes such as operational transfer pricing and enables advanced forecasting. This unified approach empowers better insights and decision making across the board. In this webinar, tax experts from Deloitte and insightsoftware will delve into how Longview Tax extends beyond tax provision and reporting to help you to maximise the potential of your tax data. Discover how customers are increasing their return on investment by broadening the use of Longview Tax, ensuring centralised tax data management while avoiding the pitfalls of using numerous point solutions for interrelated tax processes. The topics covered will include: • Streamlining tax operations – how Longview Tax unifies your data for better efficiency and control; • Advanced forecasting and decision making – analysing and optimising your tax processes; and • Success in action – real-world examples of improved performance and value realisation. The following speakers will be sharing their insights: • John Andersson, manager, Deloitte; • Ronald Bakker, tax technology consultant, Deloitte; • Kathryn Abate, senior product manager, insightsoftware; and • Adam Bewicz, tax solutions engineer, insightsoftware. This session will demonstrate how to leverage your tax data more effectively and equip your organisation to face market challenges with confidence. Do not miss the chance to redefine your approach to tax management and create value across your operations.
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Webinar: Tax management digitalisation challenges for enterprises in China
By:
Type: Talk
Join ITR and KPMG China at 10am BST (5pm China Standard Time) on April 27 as tax and tech experts discuss the digitialisation efficiencies businesses could achieve under China’s ambitious plans. In 2021, the Chinese government issued ‘Opinions on Further Deepening the Reform of Tax Collection and Administration’, which set up the tax administration development blueprint for the next five years. The key objective of the blueprint is to build up the advanced 'intelligent taxation' tax supervision system via digital upgrading and intelligent transformation. Specifically, the tax authorities would build up the Golden Tax project Phase IV, fully digitised E-invoices, the new generation of the Electronic Taxation Bureau and a risk decision-making platform, together with optimisation on Supervision and Administration mechanism to strengthen risk supervision and improve the supervision’s accuracy and efficiency for the tax payers. Against this backdrop, enterprises operating in China are facing increasing challenges and therefore advancing the digital transformation of their tax management. To help enterprises address these challenges, the KPMG Tax Technology Client Solutions (TTCS) team has self-developed a tax system named KPMG KeyTax Platform (Key Tax) and built a comprehensive solution via KeyTax together with our ability on tax advisory and product design to help the clients advance tax digital transformation. In this session, KPMG experts will share their insights on KeyTax and tax digitalisation developments and how to help enterprises promote their tax digitalisation.
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Tax CMS in the Digital Working Environment using Archer - in German & English
By:
Type: Video
Tax compliance and tax risk management have moved into the focus of tax administrations, other stakeholders, and have entered the boardroom. The OECD is heavily promoting modern cooperative compliance approaches. Many German multinational companies have responded by implementing a Tax Compliance Management System (Tax CMS) in line with a new tax standard published by the German CPA Institute (IDW) in order to protect the company and its legal representatives as well as executive staff against organizational fault in tax matters and tax fraud. In this webinar Deloitte will show how to use the Archer to efficiently digitize an organization's Tax CMS. The webinar will be in German and English.
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Be Compliant Not Complacent! Here’s Your Business Tax Prep Checklist
By: Tipalti NA
Type: Replay
Accuracy is everything – especially in tax season. Avoid the financial surprises and make your year-end preparation easy with the latest business tax preparation checklist. KPMG & Tipalti experts join forces on this live webcast to give you guidance on creating accurate information returns and associated tax returns. Learning Objectives: - Understand what information returns you need to file - Learn the associated tax return obligations - Be aware of your tax filing deadlines - Gather and analyze your records. - Determine if you need filing extensions
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The global minimum tax journey: are you on the right path?
By:
Type: Talk
As businesses worldwide work to comply with the evolving rules of the OECD’s pillar two and global minimum tax, the challenges are becoming increasingly complex. Whether you are still grappling with the legislation, dealing with data sourcing issues, or unsure of how to structure your tax strategy, this webinar will help to guide the way. The following tax industry experts from Thomson Reuters and EY will relate their experience of how businesses are managing global minimum tax compliance and suggest action points for your organisation: • Alex Ottey, senior manager, tax technology and transformation, EY; and • Josh Allen, senior solution consultant, Thomson Reuters. The discussion will cover the following themes: • Are safe harbours really safe? – the webinar will explain why they may be “not so safe harbours”, the risks of relying on the provisions, and the need to look at business planning from different levels. • Data sourcing and management – the difficulty in sourcing granular, traceable, and consistent data that meets regulatory standards will be considered, and the impact on your provision calculations and statutory accounts. • In-house, outsourced, and co-sourced approaches – build a greater understanding of the options, the associated costs, and the trends in tax functions. • Impact on tax departments – the global minimum tax adds another layer of complexity for tax teams and has significant resourcing implications. How can your department address these demands? • Compliance solutions – is there an end-to-end solution that could support your tax team through the compliance journey and assist with long-term planning? Adaptation to the new rules is an even more pressing concern now that pillar two and the global minimum tax are in play. This session will provide valuable clarity and allow viewers to raise questions for the speakers.
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Indirect tax: Simplifying through technology
By:
Type: Talk
In association with Thomson Reuters, ITR's live webinar will take place on November 17 at 8am BST (London time) / 1.30pm (India time) / 4pm (Singapore time). Keeping up with ever-changing global indirect tax laws as well as increase in digital reporting requirements and regular tax audits are becoming a challenge for indirect tax departments and may increase the risk of non-compliance. According to the Thomson Reuters State of Corporate Tax Report 2021, more than half of tax departments anticipate significant changes to regulatory requirements for indirect tax – more specifically on increased digitised tax filings and real-time remittance requirements. The approach to resourcing indirect tax work is either ‘predominantly’ or ‘completely’ in-house for seven-in-ten corporate tax departments surveyed. The report also reveals that half of corporate tax departments feel under-resourced. Are traditional systems enough to stay ahead of the worldwide trend toward digital tax reporting and address the resourcing challenge? Hear from a panel of tax experts as they share their perspectives on utilising content-driven cloud technology solutions that help drive efficiency, mitigate compliance risks and enable strategic business decisions. This webinar will also cover: Key elements of a best-in-class indirect tax department; Benefits of tax technology over enterprise resource planning (ERP); and How to connect the dots within your business as well as to what’s happening around the world. The 60-minute webinar will be moderated by Deepak Bolia of Thomson Reuters, and facilitated by ITR. The webinar will be followed by a Q&A session.
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Marketplaces and sellers- Navigating the cross-border tax journey
By:
Type: Talk
ITR and Vertex will host a webinar to explore the challenges facing online sellers and marketplaces after COVID-19, and to discuss ways to improve indirect tax efficiency and compliance. Join our experts, Jordi Sol, senior manager of international tax innovation at Taxamo (a Vertex Inc company), and Anitha Chakravarthi, global head of indirect tax and tax technology at Ebay, to discuss topics including: Sellers vs marketplaces Not all marketplaces provide the level of support with tax compliance that sellers are looking for. In a competitive landscape, marketplaces need to adapt their offering to meet the demands of their clients. This is particularly important as tax authorities impose increasingly stringent data requirements. Removing marketplace friction Which issues are causing obstacles to marketplace business success? Marketplace growth, in particular, can be hindered by indirect tax complexity. Anitha and Jordi will discuss the tax challenges for marketplaces and how to tackle them. Delivering for customers Both marketplaces and sellers have the same ultimate goal: to deliver what the end customer wants. However, tax can get in the way of achieving this. Anitha will share how using technology and working collaboratively with sellers can help a marketplace reach its potential. Indirect tax changes Setting the challenges to marketplaces and sellers in the wider landscape of indirect tax changes, Anitha and Jordi will discuss the vast changes that have happened – and are still happening – in the regulatory landscape. Increasing reporting requirements such as e-invoicing and continuous transaction controls (CTCs) are just some of the changes that indirect tax teams should be keeping an eye on. Tax technology options In an increasingly digital world, where tax authorities are requiring increasing access to accurate near-real-time data, tax technology in some form is the only way to manage compliance.
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Webinar: Using technology to tackle tax changes and complexity in MENA
By:
Type: Talk
ITR and Thomson Reuters will host a webinar on May 25 at 11am BST / 2pm GST to explore the key developments that are shaping the MENA region’s tax environment, and discuss how indirect tax technology can help tax teams to face these challenges head on. Join our panel of experts including Wadih Abou Nasr, Business Tax Services Leader MENA from Ernst & Young and Hany Elnaggar, Group Direct & International Tax Leader (ME & GCC). In this webinar the panel will discuss: • The evolution of tax in the GCC and globally • How tax teams can continue to ensure accurate and on-time compliance, while staying ahead of changing regulations • How tax technology allows tax departments to manage increasing complexity more efficiently in-house
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Navigating U.S. Tax Compliance: Essential Insights for CFOs
By:
Type: Video
Expanding into the U.S. market offers significant growth potential for internationally growing businesses, but navigating U.S. sales tax compliance can be challenging. This webinar provides a comprehensive overview to overcoming key obstacles, such as understanding U.S. sales tax liabilities, registering with authorities, tracking tax exemptions, calculating the correct tax, and ensuring accurate tax remittance and filing. Featuring insights from industry leaders at DISSH, Funlab and AS Colour, you'll gain the confidence and knowledge needed to successfully achieve U.S. sales tax compliance, ensuring your business is well-prepared for seamless expansion into the U.S. market.
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U.S. Expansion: What’s Needed for Success?
By:
Type: Video
Selling in the U.S. is an exciting milestone for your business — but keeping up with varying rates and regulations in over 13,000 sales and use tax jurisdictions can quickly become overwhelming. Navigate the complexities of U.S. tax compliance with ease with Avalara and Landmark Global. Our solutions can help you ensure compliance in every corner of the U.S. Avalara and Landmark Global have helped many companies with their U.S. expansion goals. In this talk, our experts will share insights from those experiences and discuss the tools and strategies essential to overcoming the challenges of U.S. tax compliance.
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Tax engines - An essential tech for EU and global organisations
By:
Type: Talk
ITR and Thomson Reuters hosted a webinar to share insights into how tax engines can help businesses meet the needs in an increasingly complex tax environment. Hosts, Laurence Pollinsky, Senior solution architect from Thomson Reuters, and Michiel Ruys, Associate partner, Indirect tax technology from EY discussed the following topics: - The changing regulatory landscape and meeting indirect tax obligations - The rationale and principles of a tax engine - How to secure buy-in of key stakeholders - The US HQs factors when considering tax engines in an EU office - Considerations and practical tips for successful tax engine deployment
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Mastering Tax Compliance: Strategies for Accurate Invoice Taxation
By:
Type: Video
Join Sovos and TaxOps as we explore sales & use tax compliance for customer invoicing. The expert team at TaxOps will share essential steps for accurate tax verification and common sales tax mistakes to avoid with shared services buying centers, while also addressing industry misconceptions. Whether you are a tax professional or a business leader, this 30-minute deep-dive will empower you to foster positive customer relationships while maintaining compliance. Key topics: • Navigating shared services buying centers • Learn why language matters • Bundling and mixed-use transactions • True object test • Determining taxable items • Calculating taxes (the where, the who)
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Best Practices in Tax Compliance with KPMG
By: Tipalti NA
Type: Replay
The IRS has stepped up monitoring and auditing US businesses’ accounts payable tax compliance to ensure they’re meeting IRS regulations, including a labyrinth of tax forms and related requirements that affect how you engage with suppliers outside the US. In this webinar, Laurie Hatten-Boyd, Principal at KPMG LLP, will provide an overview of US tax compliance rules related to companies paying their global suppliers. What we’ll discuss: - A summary of US tax rules as they relate to paying global suppliers, including new IRS regulations - Steps your organization can take to avoid legal and financial penalties - How to ensure your payees select the correct form based on their country and corporate structure - How to determine which payees require tax withholding by treaty - Understanding the basics around end-of-year 1099/1042-S tax reporting
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Sales tax compliance 101: A beginner’s guide
By:
Type: Video
Establish a solid foundation to manage sales tax for your business. Economic nexus. Exemption certificates. Sourcing rules. If those words leave you feeling confused, you’re not alone. Even though most U.S. businesses are required to collect and remit sales tax, few understand all the rules or how to comply. Don’t miss our on-demand webinar, Sales tax 101: A beginner’s guide, to gain a better understanding of what you must know about sales tax and compliance. In just 60 minutes, you’ll learn: - Tips to determine where and when you have sales tax obligations - Steps to accurately calculate sales tax rates - Resources to keep up with legislative updates and rate or rule changes - Recommendations for scaling the tax returns process - Rules about exemption certificates
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Emerging Tax Trends for 2025: Adapting to Change
By:
Type: Video
Now that 2025 is here, businesses are navigating a rapidly evolving landscape of global tax policies and compliance demands. Join us as we delve into the critical shifts in tax regulations and technology advancements shaping multinational operations. The webinar will cover changes in VAT, digital service taxes, and cross-border duty adjustments, emphasising regional and industry-specific impacts. Attendees will learn how to streamline tax reporting processes and navigate complex jurisdictions, empowering tax professionals, and finance leaders to stay ahead in a dynamic regulatory environment. Key takeaways: - Stay Ahead of Regulatory Changes: Understand the most significant tax policy shifts, including VAT and cross-border duties, to ensure readiness for 2025. - Region-Specific and Industry Impacts: Gain clarity on how these changes affect various industries and geographic markets. - Streamline Compliance Processes: Gain actionable insights to simplify tax reporting and adapt to complex global requirements. - Preparation for Future Challenges: Equip your business to stay compliant and competitive in a dynamic global tax environment.
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How to overcome the key challenges of tax compliance in 2021 and beyond
By:
Type: Video
Many multinational corporations are faced with new challenges as they globalise their tax and global trade operations. The demands for transparency and timely responses are steadily increasing, driven by the efforts of governments to expand their tax base. Increasing regulations (HMRC's Making Tax Digital) and the need urgency to maintain and if possible reduce costs are constant struggles that every corporation faces — and the tax department can feel this firsthand. Senior leadership may now demand a greater level of visibility into their worldwide tax operations with so much at stake. Any investment your business is about to make in tax technology to meet any new or changing regulatory requirements has never been more significant or critical. Without the right resources in place, you can expect your already stretched finance and tax department's workload to increase as they try to operate in the evolving tax landscape. With increased compliance requirements, spreadsheets can potentially increase costs and certainly increase risk. With some businesses looking to relieve the pressure by outsourcing to accounting firms to review data which, in turn, means the process takes longer. Ultimately, using Excel is not an efficient or effective way for your tax team to work. Additionally, organisations outsourcing tax compliance to an external service provider do not transfer all the risks to agents preparing the returns. Additionally, any underlying invoice processing or transactional inaccuracies could lead to a lack of control and create challenges to collect and analyse the data when needed at short notice in the future. Organisations might find it hard to escape from audits or financial penalties, which will adversely impact your company's risk rating with the tax authorities.
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2025 Tax Changes
By:
Type: Video
Here’s your in-depth look at 2025’s key tax updates. Led by tax experts from KPMG and Avalara, we cover topics ranging from new nexus thresholds to property tax changes and how to adjust your tax management strategies so your business can stay compliant. Watch this webinar to learn: · Which states have updated their economic nexus thresholds and what’s expected for 2025 · What property tax changes are making headlines and how they could affect you · Where new retail delivery fees are being implemented and which states are next in line · Which countries are rolling out e-invoicing mandates in 2025 and what it means for compliance Don’t miss your chance to stay a step ahead of upcoming tax changes throughout 2025.
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Why CIO-CFO Collaboration is Key to Cloud Success
By:
Type: Video
Tax planning and execution has become a critical area where technology and finance intersect. Traditionally the domain of the CFO, addressing the complicated tax landscape now requires the expertise of CIOs to ensure the seamless integration of cloud-based solutions into core business systems. Cloud-based tax and ERP solutions offer organizations several benefits. But these solutions only succeed when finance and IT work together. What should a CIO-CFO collaboration look like? Watch this talk that features industry experts exploring how CFOs and CIOs are collaborating to modernize tax operations and align business strategy with risks and regulations. Topics include: - The role of CIOs in cloud transformation for tax teams while maintaining security. - How CIO-CFO collaboration can streamline tax processes and reduce cybersecurity risk. - Migrating secure, automated tax solutions into your ERP system with confidence. - Leveraging cloud data for strategic business decisions and growth.
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Resolving the Challenges of International Expansion: Navigating Tax Compliance with itas and Avalara
By:
Type: Video
Expanding into international markets can be an exciting growth opportunity, but it comes with complex challenges—especially when it comes to tax compliance. In this insightful webinar, itas will be joined by Avalara, to discuss how businesses can successfully navigate the evolving landscape of tax regulations. In this talk, we will explore: An in-depth discussion on the intricacies of U.S. tax compliance and how businesses can overcome common hurdles when expanding into the U.S. The key compliance challenges faced by companies operating in multiple countries and what businesses should be prepared for as they grow internationally. A forward-looking perspective on the future of global tax compliance, and the strategies you can adopt today to stay ahead of regulatory changes.
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Opportunities with tax administration digitalisation in China
By:
Type: Talk
Hosted by ITR and KPMG China, the live webinar will take place on May 27 at 10am London time (5pm Beijing time). China started to pilot electronic tax invoices for B2C transactions as far back as 2013 and has made significant progress in the meantime. Recently, China announced a nationwide rollout of electronic invoices to B2B transactions starting from 2021 and to be completed by 2025. Therefore, electronic and paper invoices will circulate in parallel for the next three to four years. Electronic invoices are expected to create both cost saving opportunities for businesses through a reduction in manual invoicing processes, and allow businesses to accelerate the digital transformation of their business-finance-tax ecosystems. In parallel, ever more large enterprises are digitalising their tax risk management. Enterprise tax digitalisation involves the integration of invoice management, tax compliance, tax management reporting and tax risk monitoring, and requires comprehensive tax knowledge and complex analytical procedures. In response to the needs of enterprises, KPMG has specially gathered experts in tax, management consulting, IT advisory and other aspects to set up a ‘tax transformation services’ team to support customers on their path to vastly improved tax risk management. In this session, KPMG experts will share their insights on China e-invoice and tax digitalisation developments, and how to get ready for the resulting business transformation.
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Best Practices in Accounts Payable Tax Compliance with KPMG
By: Tipalti NA
Type: Video
The IRS has stepped up monitoring and auditing of U.S. businesses’ accounts payable tax compliance to ensure they’re meeting IRS regulations, including a labyrinth of tax forms and related requirements that affect how you engage with each business supplier outside the United States. In this webinar, Laurie Hatten-Boyd, Principal at KPMG LLP, will provide an overview of U.S. tax compliance rules as it relates to companies paying their global suppliers. Laurie will explain how new IRS requirements impact organizations with global supplier bases and the legal and financial penalties for non-compliance. Learning Objectives: - Summarize an overview of U.S. tax rules as it relates to paying global suppliers, including new IRS regulations - Review steps your organization can take to avoid legal and financial penalties - Recognize how to ensure your payees select the correct form based on their country and corporate structure - Determine which payees require tax withholding by treaty - Identify the basics around end-of-year 1099/1042-S tax reporting
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Navigating tax data collection: streamlining systems to meet evolving tax rules
By:
Type: Talk
Join ITR and Wolters Kluwer at 1pm BST on September 5 2023 for the presentation of a data management roadmap to address the challenges of BEPS pillar two. The webinar will be rebroadcast at 11am AEST on September 6. Tax data collection has always been a challenge for corporate tax teams. There is a need to gather data from a variety of sources to ensure it is all in the right format, and make sure that it is collected in a way that facilitates the fulfilment of reporting requirements. Collecting, extracting, and normalising data for tax provisioning and reporting is further complicated by the evolving corporate tax landscape. For corporations that expect to be impacted by BEPS pillar two, data management is anticipated to be the number one challenge; therefore, sourcing the underlying data required for BEPS pillar two calculations should be the top priority for pillar two readiness. In this webinar, Ryan da Rocha, a tax technology specialist at Wolters Kluwer, will guide you through a complete data management roadmap, including: • Strategies for cross-functional engagement; • Building a sample data flow; • Calculations to support tax accounting disclosures and tax compliance; and • Technology to support effective data capture and management. A follow-up webinar on September 28 will demonstrate how the Wolters Kluwer CCH Integrator platform could offer a one-stop, integrated solution in tackling the data management challenge presented by pillar two. About Wolters Kluwer Wolters Kluwer is a global leader in software and knowledge solutions for corporate tax professionals. Used by major corporations in 80 countries, including 40% of the ASX Top 100 and the ‘big four’ globally, Wolters Kluwer CCH Integrator is a multi-award-winning global tax compliance and reporting platform that enables greater efficiencies, reduced risk, and deep data insights to stay ahead of the competition.
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Make Tax Season Less Taxing: Simplify Year-End Reporting with Zenwork and Tipalti
By: Tipalti NA
Type: Replay
This tax webinar, presented in collaboration with Zenwork, will provide an overview of reporting obligations, what they mean, and how Tipalti tools can make year-end reporting smooth, efficient, and compliant. Our experts will provide a refresher on W-9/W-8 digital tax forms, 1099 reporting, DAC7 reporting, e-filing, and our new Zenwork integration to help businesses remain compliant as they approach the year-end close. By the end of this webinar, attendees will: - Understand DAC7 annual reporting obligations for digital platforms and how to meet the January 31, 2025 deadline using Tipalti - Gain a comprehensive refresher on Tipalti’s US tax compliance capabilities, including W-9/W-8 digital tax form capture, KPMG-approved workflows, and new Zenwork integrations - Learn how to navigate recent tax regulation updates, such as the new W-9 form revision, the US-Chile tax treaty, and other global compliance changes
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Leveraging technology for tax compliance
By:
Type: Video
As increasing numbers of tax authorities around the world introduce new reporting obligations, businesses are under growing pressure to stay compliant with the complex requirements and change. As a result, technology is becoming ever more critical to the tax function as teams are asked to do more with less, centralise activities, require more and better data, and drive value from tax data. This webinar will offer you practical insights as to how you can leverage technology and enabling your team to become truly strategic / to do more than just deliver the numbers… - Examining the accelerated need and benefit for digital transformation, across tax and compliance to reduce risk, cost and exposure - Building a business case to ensure your tax department gets a seat at the table - Recruiting the right people for the job - Practical steps/considerations for implementation - What is on the horizon for tax automation?
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Turning indirect tax from a growth inhibitor to an enabler
By:
Type: Talk
Join Peter Boerhof, the VAT director of Vertex, in a fireside chat with ITR at 10am GMT on November 10 to discuss how to manage the tax complexities of cross-border sales. In the midst of growing economic uncertainty, businesses are continuing to diversify their e-commerce offerings, exploring new territories to sell to and new routes to market. But as businesses look to exploit these opportunities, they are exposing themselves to potential indirect tax implications. To remain tax compliant, and foster the frictionless experience customers expect, businesses trading online need to manage tax complexities at every stage. In this fireside chat from Vertex’s VAT director, Peter Boerhof, he will share the findings from a recent Vertex survey of 730 tax and finance decision makers, all from businesses making online cross-border sales. The research looked to reveal how indirect tax complexities are hampering these businesses’ ability to grow. The discussion will include: Why indirect tax solutions need to be at the forefront of your e-commerce growth strategy; How to create a vision for tax success, and why good planning is a necessity; and How to find the right solution that will give you greater tax certainty and lower your audit risk.
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Global Tax & Regulatory Webcast
By:
Type: Talk
As we wrap up 2024, BNY is committed to helping you navigate the tax and regulatory landscape and stay informed on the updated latest requirements and regulations. Key topics we’ll cover include: - Overview of developments on the Faster and Safer Relief of Excess Withholding Taxes (FASTER) directive, Catherine Ramsay, Tax Technical Research - Summary of 2024 tax updates and developments and a look into 2025 market tax changes, Ila Ninian, Tax Technical Research - Review of the proposed joint data standards under the Financial Data Transparency Act, Jonathan Freedman, Regulatory Solutions - Update and reminder on Ireland’s Daily Investment Fund Return (DIFR), Tom Corley, Regulatory Business Solutions - Key elements of the Money Market Investment Fund (MMIF) reporting in Ireland, Tom Corley, Regulatory Business Solutions
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Asia-Pacific Tax Awards 2022
By:
Type: Video
The ITR awards strives to recognise the best performing tax and transfer pricing firms, teams, individual practitioners and in-house tax advisors across the region. This year’s 12th annual awards spans 15 jurisdictions in the region and recognises teams for tax technology, innovation, policy, and compliance and reporting, as well as diversity, equity and inclusion.
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Global tax transformation – Three rising trends CFOs should know about
By:
Type: Talk
Join ITR and TMF Group’s tax experts at 2pm BST on August 17 as they discuss trends towards global alignment, stricter governance, and increasing digitalisation – and how tax teams can achieve success in this environment. Global tax trends indicate a mixture of good and bad news for tax teams, creating an environment in which risk and opportunity sit side-by-side. This is according to research by TMF Group, published in its Global Business Complexity Index (GBCI) 2022. Tax authorities are becoming stricter: the percentage of jurisdictions that allow companies to voluntarily correct their tax returns without receiving a fine has decreased since 2020. Authorities are also making use of big data to target companies deemed to be high-risk. However, jurisdictions are increasingly bringing their tax policies into alignment, which creates opportunities for efficiency. Authorities are also displaying a desire to work with and support companies. While 27% of jurisdictions reported that no notice was needed before a tax audit in 2020, this has dropped to 19% in 2022. In this mixed environment, tax teams should keep on top of the changes, and the risks and opportunities they bring, to protect and advance their company. Join TMF Group’s tax experts for advice on how to find success in a climate of growing global alignment, stricter governance, and increased digitalisation. Speakers: Emine Constantin, Global solutions director, Accounting and Tax (EMEA), Maja Mandela, Head of Accounting and Tax (CEE), Aphro Hong, Associate Director and Market Practice Leader, Accounting and Tax (China and Taiwan), Vitor Benetti, Senior manager, Accounting and Tax, TMF Group. Moderator: Alice Jones, Commercial Editor, ITR
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2022 Year-End Planning: Active Wealth Strategies to Preserve & Protect Wealth
By:
Type: Talk
While the importance of year-round planning is critical to the ongoing health of one’s wealth plan, today’s rising interest rate environment and the potential for higher taxes brings increased focus on identifying investment, tax, charitable giving and estate strategies to mitigate tax liabilities. Please join BNY Mellon Wealth Management experts Jere Doyle, Senior Tax & Estate Planning Strategist, and Crystal Thompkins, Head of Philanthropic Solutions, for our annual year-end tax planning webcast. Learn effective strategies and considerations in the areas of taxes, investments, estate and gift planning to ensure you are ready for what lies ahead in 2023.
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Pillar Two – Assessing the implications and planning your next steps
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Type: Talk
Join ITR and insightsoftware at 3pm BST on September 28 as they discuss the OECD BEPS 2.0 Pillar Two legislation, the implications for multinational tax teams, and how to minimise risk and prepare for compliance. Register here for ITR and insightsoftware’s webinar on assessing the implications of Pillar Two and planning your next steps. Join Kathryn Abate, Senior Product Manager, to hear about the practical consequences of Pillar Two, and to have your most pressing questions answered. Constantly changing tax reporting requirements have been the norm for tax teams for quite some time. However, Pillar Two, when it comes, will introduce substantial new complexities into the tax compliance, reporting and forecasting processes. The implications for forecasting, corporate structuring, transfer pricing decisions, reporting processes, and the use of tax technology will be significant. Tax teams that have previously relied on spreadsheets or a disjointed set of software tools to support their tax reporting and forecasting will soon find it difficult to manage these complex models. The companies that are learning how to incorporate Pillar Two into their existing tax reporting and forecasting processes, making adjustments as needed, are ahead of the curve. Join us on this webinar to hear insightsoftware’s Kathryn Abate, Senior Product Manager, address your questions around how to modernise and streamline your tax reporting and forecasting, while creating capacity for the introduction of Pillar Two. Questions covered will include: • How to achieve a single source of truth and quickly compare actual figures against forecast data; • Why increased collaboration and planning will be critical for future success; • How Pillar Two impacts strategic tax reporting and forecasting; and • The role of technology in preparing for and complying with Pillar Two requirements. Register here for the webinar on September 28.
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Business travel takes off… and so do the risks
By:
Type: Replay
Corporate business travel is returning to pre-pandemic levels, bringing with it several compliance risks for every organization to consider. Risk areas of concern include corporate tax, income tax, social security, immigration, and posted worker registration requirements. Identifying and managing these risks is back on the agenda, making it vital for organizations to put policy and process frameworks in place to address those risks. Join us to hear how large organizations like ADP and General Motors are tackling the mobile work environment challenges as they make efforts to comply with global employee tax regulations. During this live session you’ll hear about: - The risks: Global vs. US Domestic travel risks considerations - Strategy: Developing policies to manage risk and compliance - Process: Operationalizing your policy and facilitating downstream compliance (e.g., employment tax, shadow payroll, tax returns) - Technology: Leveraging integrations and finding efficiencies - Change management: Stakeholder and employee adoption
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Tax forecasting and CbC reporting: navigating challenges in light of pillar two
By:
Type: Talk
As pillar two becomes a reality, is your tax team set up with accurate financial forecast data to tackle the challenges of interim reporting and long-range forecasts? Are you confident your organisation’s country-by-country (CbC) reports can be generated quickly to support the pillar two safe harbour tests, and that they will be qualified and auditable? Disconnected systems and manual processes compromise data integrity and waste valuable time. Organisations should tackle the complexities of CBC reporting and tax forecasting with robust, quality data within a single source of truth, calculated and presented in a solution built for automation and compliance. In a webinar on March 20, these issues will be explored in depth by insightsoftware, a global provider of reporting, analytics, and performance management solutions in the tax and finance field. Kathryn Abate, senior product manager at insightsoftware, and Ben Candy, an associate director in Deloitte’s tax technology consulting practice, will discuss: • The challenge of producing detailed, auditable CbC reporting data; • Process improvement around CbC reporting to produce qualified reports quickly; • The lack of forecast financial data suitable for tax; • Options for efficiently generating suitable forecast data based on prior-year data, more high-level information, trends, and knowledge of the business; and • Simplifying and automating the interim and long-range forecast. The webinar aims to assist tax, finance, and IT professionals across a diverse range of industries and job titles, including financial analysts, compliance officers, C-suite executives, and anyone involved in tax planning and reporting. Don't miss this opportunity to equip yourself with the knowledge and strategies needed to manage the complexities of tax forecasting and CbC reporting in light of pillar two. Register now for a webinar that will help you to navigate the challenges with confidence and efficiency.
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Tax data and strategy: how a unified system can help
By:
Type: Talk
Tax agility and precision are more than just goals in today's fast-paced financial environment – they are necessities. In this webinar, Deloitte and insightsoftware will explore how to seamlessly bridge the gap between technology and finance systems. Together, they will discuss how automation meets integrated solutions – from tax provision and country-by-country reporting, safe harbours to pillar two – all within one ecosystem. Join us to explore how you can transform your tax processes, enabling you to: • Automate tax data transfers, enhancing the continuity and efficiency of workflows; • Increase data integrity and report validity, building a foundation of trust and reliability; • Confidently understand and defend your tax position with comprehensive insights; • Enable more frequent reporting and strategic, value-added activities; and • Review data more effectively with direct access under one platform. This webinar will illuminate a new path if disconnected systems, manual spreadsheets, or error-prone reporting hinder your tax team. Reserve your seat now and take the first step towards a more integrated, strategic future in tax operations.
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ERP Transformation and the Role of Tax and Compliance
By:
Type: Video
Join our webinar, co-hosted by Sovos and PwC with special guest Kevin Permenter from IDC, to explore how ERP transformation is driving opportunities for organizations to rethink their approach to tax compliance. The shift toward modern, integrated ERP systems allows businesses to streamline processes, ensuring a single source of truth for data across regions. With APIs enabling seamless integration with specialized third-party solutions, companies can enhance transparency and efficiency in tax management. Our expert panel will address common questions and provide guidance to help you navigate ERP and tax engine implementations effectively.
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Wealthtechs: Increase Advisor Efficiencies with Automated Tax Lot Data for Rebalancing
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Type: Talk
Discover how leveraging automated tax lot data can transform your rebalancing process by enhancing the advisor experience with efficiency, optimizing tax management, and delivering personalized portfolio solutions.
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IR35 reforms: Confusion over who pays employers' NI leaves IT contractors out of pocket
By: TechTarget ComputerWeekly.com
Type: eGuide
Litigators are circling as thousands of contractors realise that the 2017 roll-out of IR35 reforms to the public sector may have resulted in unlawful tax deductions – and the private sector could be next.
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Multistate compliance considerations for a remote/hybrid workforce
By:
Type: Replay
Multistate compliance for remote workers continues to be a hot-button issue as states pass laws, workforces become more geographically dispersed and employers realize their obligations are multistate regardless of where their headquarters are located. Employers who unknowingly acquire compliance requirements in new jurisdictions due to remote-worker relocations face risks related to tax, wage and hour, and more. Join us and get critical insights and potential strategies on key compliance considerations in remote/hybrid work arrangements, such as: - The multistate tax implications of the increasingly remote/mobile workforce - What constitutes a “remote” employee, and how various state and local laws may apply - Payroll tax implications, such as when and where to initiate state withholding tax payments - Business income tax nexus that remote employees may create - Audit and other regulatory risks, and how states become aware of remote employees. - Potential best practices that some employers have implemented ADP remains at the forefront of helping employers understand the complex compliance, financial, and strategic issues surrounding workforce management. Tap into our expertise to ensure you’re in the best shape possible for future workplace compliance changes that may come about along the way.
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Digitalisation of tax administration and its impact on ERP configuration
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Type: Talk
Hosted by ITR and TMF Group, the live webinar will take place on June 30 at 1pm BST (2pm CEST). The paradigm shift in our current economic climate calls for the digitalisation of tax administration. The digitalisation agenda of tax authorities will be advancing over the next few years and pressure mounts on businesses implementing ERP systems. The right configuration of ERP systems is more crucial than ever. TMF Group's Head of Global Accounting and Tax Consultancy, Csaba Farkas, will discuss the current digitalisation trends and the ERP configuration challenges ahead such as local accounting and tax compliance issues as well as the race for talents skilled in ERP localisation. Join ITR and TMF Group on June 30th at 1pm BST to learn more about the digitalisation of tax administration and its impact on ERP configuration.
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Global trends in corporate tax disclosure - an investor perspective
By:
Type: Talk
How corporate tax reporting practices are evolving and why it matters As governments are rewriting the international rulebook on corporate taxation, companies’ tax practices are coming under increasing scrutiny from regulators and other stakeholders. Companies employing aggressive tax practices such as profit shifting could be exposing themselves to growing regulatory and reputational risks, which have the potential to directly impact their profitability. Investors too are increasingly focused on the financial, regulatory and reputational risks associated with poor tax practices at their investee companies. However, disclosure limitations remain a significant roadblock to measuring and managing tax risks across portfolios and factoring them into investment decisions. Against this backdrop, this webinar will discuss: -The recent research on trends in corporate tax disclosure globally, drawing on reporting from over 1,300 large listed companies in developed and emerging markets, comparing tax disclosures to those on other sustainability issues -The growing regulatory focus on corporate tax practices -The way in which investors are approaching tax transparency in their portfolio companies
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Avoiding hidden risks and maximising opportunities: IPO Tax considerations
By:
Type: Talk
Understand the key tax implications, risks, and opportunities related to an IPO. Mark Boyle, a Partner in EY’s Transactions Tax Services practice will host the session. Discussion Points: Identifying and managing any tax exposures and getting ahead of any pre-transaction structuring steps. Key Takeaway: Key steps to ensure that the tax function and tax infrastructure are well prepared for public company status.
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The Power of Proactive Compliance
By:
Type: Video
This session will cover proactive strategies for tax identity management, covering B & P notices, TIN Matching and more. Attendees will explore best practices for your organization to avoid common mistakes, reduce errors, and ensure smoother processes in your tax compliance efforts.
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Tax & Estate Considerations When Exploring a Change in Domicile
By:
Type: Talk
Protecting family wealth & managing the impact of taxes has long been a priority for families, regardless of net worth. An increasingly desirable way for residents of high-tax states looking to reduce their total tax liability is to change domicile to a low-tax or no-tax state. BNY Mellon Wealth Management invites you attend a virtual discussion highlighting key tax and estate considerations to keep top-of-mind when thinking about moving one’s residency to a tax-favorable state. These include meeting state and federal requirements to confirm one’s newly domiciled property status, misconceptions about the ease of changing domicile from one state to another, and the awareness of pitfalls critical to avoiding undesired consequences.
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What lies ahead for India and Southeast Asia’s tax departments?
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Type: Talk
ITR and Thomson Reuters will host a webinar on June 23 at 4pm Singapore time/1.30pm India time/9am UK time to explore current and future developments impacting tax departments in India and Southeast Asia. Against a backdrop of skills shortages, regime changes and ongoing digital transformation, what can today’s tax teams do to get ahead of change, challenges and risk? Join Piyus Vallabh from Deloitte, Sunil Dhareshwar from Infosys Ltd and Karan Batra from Thomson Reuters who will discuss the approaches tax departments are taking to manage various tax determination and compliance processes.
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Managing tax-exempt sales 101
By:
Type: Video
Tax-exempt sales don’t give businesses a get-out-of-compliance-free card. In this webinar, we explain the basics of exemption certificates and share tips to help you streamline collection and management to improve customer experience and reduce audit risk. If your business has tax-free sales, don’t miss this webinar. In just 60 minutes, you’ll learn: - Why exemption certificates are a necessary part of any tax-exempt transaction - The anatomy of an exemption certificate and what’s needed to maintain, validate, and store one - Common exemption certificate mistakes and how to correct them - Tactics to help you fulfill your overall tax obligations as an exempt seller