Use Tax Accrual Review Agent

A company buys software and equipment from out-of-state vendors that charge no sales tax, and the company owes use tax. This agent scans paid invoices for taxable purchases that had no tax. It checks the vendor's location, the item type and the ship-to location to decide whether tax is owed, and calculates the use tax at the right rate. It checks exemption certificates and exceptions, such as resale items or exempt customers, and revises the list when an exemption applies. It checks totals against prior months for reasonableness and asks for support when something looks off. It builds the accrual entry with a schedule. The tax lead approves the accrual entry. Edge case: an invoice that already includes tax is excluded after a check of the tax line.