Download the Checklist

From time to time, sales tax outsourcing relationships fail to work properly and a change is necessary.  As the sales tax outsourcing relationship progresses over time, sales and marketing messages give way to the realities of the operational relationship.  Changes in ownership, staff or operations can affect provider performance or client needs.

This checklist was developed based on our experience working with hundreds of clients that have switched service providers.  We’ve assembled this information to help you work through the process in a professional, orderly, effective, low stress fashion.

This checklist includes the following:

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  1. Evaluating the effectiveness of your current sales tax outsourcing service
  2. Understanding when a change is necessary
  3. Implementing steps to ensure an orderly transition
  4. TaxConnex's sales tax outsourcing service

Download the Checklist