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mwagner
Occasional Member - Level 2

Sales/Use Tax

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

2 REPLIES 2
JessicaL
Frequent Member - Level 1

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. 

Jessica
Travel and Expense System Administrator
blewke
Occasional Member - Level 1

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!