- Case Study -

Manufacturing Business Expects First Class Service from Sales Tax Provider


The Challenge: 

The manufacturing industry faces special complexities when it comes to sales tax. Many businesses in this industry have to look at each new job or project with a sales tax lens to understand their obligations and requirements. Each job could face different rules and regulations, especially when working on a national level.

This global manufacturing business was no different. With clients of all sizes across the country (and globe) each job that came in had to have special attention to determine the sales tax obligations and taxability of their projects even before providing a quote. This was a challenge in itself, but without the time, energy, resources or expertise to manage this process accurately or efficiently internally, they needed a provider who could handle it for them.


Why TaxConnex?

Service. Value. Expertise. 

When the current Senior Business Controller joined the business, they were already working with TaxConnex, but no one had taken ownership of the company’s relationship with TaxConnex’s dedicated practitioner. He and the practitioner quickly developed a meeting schedule and set expectations from both sides to ensure their relationship would succeed. In doing this, they created a great working relationship and synergy.

“[My Practitioner] is as close to an employee as anyone I’ve had in a partnership capacity,” the Senior Business Controller explained. “I’ve even heard him speak to our business’ core values; he’s another part of our team.”

That unique combination of expertise and commitment to providing first class service is what this business needed in a sales tax partner to keep up with the fluctuation of taxability and sales tax laws across state lines that they faced with each new bid.

“With TaxConnex I am always getting 120% of the costs in terms of value,” said the Senior Business Controller. “The speed of service, commitment to SLA and the fact that my practitioner is ‘always on’ is what makes TaxConnex work for our business.”


The Results:

TaxConnex has prepared and filed returns for this business for over 10 years, and continues to provide necessary support in managing sales tax obligations, but they’ve also been able to provide support in other areas of the business as well.

“[Our practitioner] helps us get out in front of issues before they happen, and he jumps at the opportunity to help in other areas as well,” the Senior Business Controller explained. “He helped put a training program together to inform our sales organization on how sales tax impacts our quotes and projects; it’s not just about him and his work, he’s willing to put in the effort to ensure our business is successful as well.”

The ability to trust a partner as one of your own team and have that open communication creates a partnership unlike most providers, and it alleviates the stress, time and workload for those involved in sales tax.


“I’m completely satisfied with TaxConnex,” continued the Senior Business Controller, “I consider them a lower cost provider that does the same thing as one of the Big 4, except the other providers require you to do more work.”



Global manufacturing company that is the leading supplier of process automation solutions for airports, warehouses and in the parcel market. 



Looking for more info? Watch our Webinar Replay on Managing the Complexities of Sales Tax for the Manufacturing industry!

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