Sales/Use Tax

[mwagner]

How are other companies handling sales/use tax for Invoice ? 

[JessicaL]

We still do a manual process of collecting sales/use tax data, using Excel sheets to calculate. I am interested what other companies are doing. We have locations in many different states so the manual process can take days - and it is every month so that is a lot of time. 

[blewke]

I set up a required field in Concur Expense called Sales Tax, so users have to enter that. Then if you go to Analytics you can export Concur Invoice  and Expense transactions for a given quarter to excel. Then export current Concur Invoice Vendor list to excel. Use a VLookup to find all the vendors that are in your state, so it excludes those transactions. What's left are the out of state potentially taxable items. Saved us a bunch of time, go figure I thought of this right AFTER our sales and use tax audit!