In this episode of Beyond the Ledger, host Shardae Layfield sits down with DiAndria “Dee” Green, Partner in Bennett Thrasher’s State and Local Tax Practice, to explore why sales tax automation alone isn’t enough to keep businesses compliant. While platforms like Avalara and Anrok can streamline compliance, missed filings, unresolved notices, credit balances, reconciliation issues, and changing nexus obligations can still expose businesses to costly risks. Dee shares the warning signs companies should watch for, the processes that help close compliance gaps, and how proactive oversight can help businesses stay ahead as they grow.

Takeaways

• Automation Still Requires Oversight: Sales tax software can simplify compliance, but businesses still need the right processes, configurations, testing, and ongoing management to identify issues technology alone may not catch.
• Hidden Risks Can Become Costly: Sales tax problems may go unnoticed until they create significant exposure. A real-world example demonstrates how a process that appears to be running smoothly can still result in unexpected tax, penalties, and interest.
• Compliance Goes Beyond Filing Returns: Regular procedures and ongoing monitoring can help businesses uncover issues before they develop into larger and more expensive compliance problems.
• Reconciliation Is a Critical Control: Reconciling invoicing systems with sales tax software can help businesses identify discrepancies and strengthen their overall compliance process.
• Growth Creates New Obligations: As businesses expand, monitoring economic nexus thresholds is essential for identifying when new registration and filing requirements may be triggered.
• Proactive Support Can Help Businesses Stay Ahead: Managing notices, credits, refunds, nexus obligations, and other ongoing responsibilities can require significant attention. The right combination of technology and experienced oversight can help businesses build a more sustainable compliance approach as they grow.

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