Tax & Finance Operations
Month-end tax checks, without the spreadsheet chase. Everything cross-checked, in one place.
Tax and finance teams spend the end of every month proving that the numbers agree. Taxera checks your VAT returns, e-invoices, SAF-T files and EC Sales Lists against your ledgers from the same ERP data, flags the differences and keeps track of what is due.
What are tax and finance operations, in plain words?
Filing a tax return is only the end of the process. Before it, finance and tax teams have to show that the return, the invoices, the audit files and the ledgers all agree. In most companies that means exports, spreadsheets and chasing colleagues at every month-end.
Authorities now receive the same data in several forms: e-invoices, SAF-T files, VAT returns and EC Sales Lists. They compare them. A difference that nobody noticed internally can become a question, or a penalty, later. Tax and finance operations is the work of finding those differences first.
Three questions every month-end has to answer
Do the numbers agree?
The VAT return, the invoice data and the ledgers should tell the same story. Where they do not, someone has to find out why.
Can we explain every difference?
For each gap you need to go from the total to the document behind it, quickly, and show the answer to an auditor.
What is due, and when?
Deadlines are spread across countries and obligations. A calendar and alerts keep nothing from being missed.
What is included
Each check works on the same ERP data that Taxera already uses for your e-Invoicing, SAF-T and VAT reporting, so there is nothing extra to export.
Monthly Reconciliation
Compare your tax figures with the ledgers for the period, and see the differences in one view.
- Tax figures matched to ledger balances
- Differences flagged for review
- Drill-down from the total to the document
e-Invoicing Reconciliation
Check that the invoices sent through e-Invoicing match what is in your ledgers.
- Invoices in the ledger compared with invoices sent
- Missing or mismatched documents flagged
- Same data as your e-Invoicing setup
VAT to EC Sales List
Check that the EC Sales List agrees with the intra-EU figures on the VAT return.
- EC Sales List compared with the VAT return
- Differences by customer and by period
- Fixed before either one is filed
SAF-T Reconciliation
Check that the SAF-T audit file agrees with your ledgers before it goes to the authority.
- SAF-T totals compared with the ledgers
- Source data analytics to find the cause
- Same source as your SAF-T reporting
Notifications and Alerts
Get told when something needs attention, such as a difference, a deadline or a rule change.
- Alerts for the issues that need action
- Rule changes that affect your countries
Global Tax Calendar
See what is due, in which country, in one calendar.
- Deadlines across countries and obligations
- One view for the whole team
How it works
The checks run on the data that is already flowing through Taxera.
Connect to your ERP
One integration serves e-Invoicing, SAF-T, VAT returns and these checks. No file exports and no manual uploads.
Run the checks
Each month, Taxera compares the returns, invoices and audit files with your ledgers.
Find the cause
Differences are listed with drill-down to the source documents, so the reason is visible.
Sign off with a trail
Your team reviews and signs off, and the evidence is there when an auditor or an authority asks.
What changes for your team
Less month-end chasing
The comparisons are done for you, so people spend time on the differences instead of building the comparison.
One platform, one source
The checks use the same data as your returns, invoices and audit files, so they cannot drift apart.
Problems found first
You see the mismatch before the authority does.
A clear audit trail
Every check can be traced to the documents behind it.
Tax and finance operations, questions answered
Keep reading
See month-end checks running on your own ERP data
Book a short demo. We will show you how differences are found and traced to the document.
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