Tax compliance: requirements checklist
From the guide at bestfinancesoftware.com/guides/tax-compliance, published 29 October 2026. Use your browser's print command; the site header and footer are left off the page.
| Requirement | Vendor A | Vendor B | Vendor C |
|---|
| Must have |
|---|
| Monitoring of where you have crossed a registration threshold, by state or country, from your own sales data. | | | |
| Calculation at the line level, using product tax codes you can see and change. | | | |
| Connections to every system that creates invoices or orders: billing, ERP, commerce, marketplaces. | | | |
| Returns prepared from the same transactions, with a reconciliation to your ledger. | | | |
| A record of every calculation and filing, kept and exportable. | | | |
| Depends on you |
|---|
| Filing and remittance on your behalf, if you want a managed service rather than software. | | | |
| Registration services, if you are entering new places. | | | |
| Exemption certificate collection and validation, if you sell to exempt buyers or resellers. | | | |
| E-invoicing and real-time reporting, if you sell in countries that require them. | | | |
Questions to ask in the demo
- Load our last twelve months of sales and show where we have crossed a threshold.
- Calculate tax on three of our products shipped to three places, and show the tax codes used.
- Which returns do you file and pay for us, and which do you only prepare?
- If a return you filed is wrong, what does the contract say you cover?
- Show an exemption certificate collected, validated and applied to an invoice.
- What do we export if we leave, and for how many years can we access it?
Back to the guide, with the reasons behind each item and the vendors described from their own pages.