Summary: Tax engine integration (Avalara, Vertex), nexus management, ERP connections, and ongoing compliance. How technology reduces audit risk and manual effort. 

Outcome: Streamlined sales tax compliance with reduced audit risk 

Takeaway: A practical approach to tax automation technology selection and implementation 

Key Discussion Points: 

• Tax engine options: Avalara, Vertex, and native ERP capabilities 
• Nexus determination and ongoing monitoring requirements 
• ERP integration patterns and data quality requirements 
• Exemption certificate management and automation 
• Rate determination and product taxability mapping 
• Audit trail and documentation best practices 
• Multi-state compliance complexity management 
• ROI calculation for tax automation investments 
• Common implementation pitfalls and how to avoid them 
• Ongoing maintenance and rate update processes