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Tech / Media verified Verified Outcome TRL 9

Automated Indirect Tax Determination

domain Client: A digital streaming platform handshake Provider: Vertex / Oracle NetSuite schedule Deploy: Q1 2020 (Global Expansion)
89 Impact
Enterprise Ready
Evidence Score: 4/10
Strength: Medium

Executive Summary

ANALYST: COI RESEARCH

Selling digital services in 170+ countries requires real-time calculation of complex VAT, GST, and Sales Tax rules. The company integrated an automated tax engine into its billing and AP workflows. This ensures accurate tax application on both incoming vendor invoices and outgoing customer billing, removing compliance risk from the P2P process.

rate_review Analyst Verdict

"Regulatory necessity. Tax rules change monthly (e.g., Digital Services Taxes). Hard-coding these into an ERP is a recipe for non-compliance. An external engine maintains the rules, allowing the AP team to focus on processing, not tax law."

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Full Audit Report Available Includes Risk Register, Technical Specs & Compliance Data.

warning The Challenge

Rapid global expansion meant dealing with new tax jurisdictions constantly. Manual tax coding on AP invoices was error-prone, leading to potential underpayment of VAT or inability to reclaim input tax credits.

psychology The Solution

Integrated Vertex O Series. For AP, the system verifies the vendor's charged tax against the expected rate for that jurisdiction and commodity code. If they match, the invoice passes. If not, it flags for tax manager review.

settings_suggest Technical & Deployment Specs

Integrations
NetSuite
Deployment Model
SaaS
Data Classification
Financial
Estimated TCO / ROI
Medium
POC Summary (2019-01-01 to 2020-01-01)

"N/A"

shield Risk Register & Mitigation

Risk Factor Severity Mitigation Strategy
Latency Low High-availability cloud API.
Configuration Medium Regular mapping reviews by Tax team.

trending_up Impact Trajectory

Audited value realization curve

Tax calculation for millions of transactions Verified Outcome
Primary KPICoverage of >100 tax jurisdictions
Audit CycleReduction in manual tax coding errors

policy Compliance & Gov

  • Standards: Global VAT/GST
  • Maturity (TRL): 9
  • Evidence Score: 4/10
  • Data Class: Financial

folder_shared Verified Assets

description
Verified Case Study
PDF • Version 1
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Technical Audit
PDF • Audited
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The "Blind Verification" Protocol

How we verified these outcomes for A digital streaming platform without exposing sensitive IP or identities.

Private
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1. Raw Evidence

Audit ID: #PRIV-934
Evidence: Direct SQL Logs
Public
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2. Verified Asset

Outcome: Verified
Ref ID: #COI-934

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