Scope - Key Compliance Processes
Tax Trilogy's processes are built on quality. We have employed reliable methodologies that include:
- Utilizing proven technology solutions
- Strict adherence to performance management metrics and Client prescribed process rules
- Strong professional relationships with taxing authorities
Data Processing
- Client data is received from various sources, formatted and transferred into the compliance return preparation tool
- Client defined business rules are used to define return profiles
- Input-output quality control reviews are performed at various stages prior to generating returns to ensure we are in receipt of a comprehensive data set
- Trending analysis conducted to ensure reasonableness of data prior to return preparation
Treasury
- During this process, a separate team confirms the accuracy of the liability report, reviews trending analysis, and prepares funds requests for internal review and client approval