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Why Software Alone Can’t Solve Your Sales Tax Problems

Why Software Alone Can’t Solve Your Sales Tax Problems

Sales tax compliance software and related filing services promise simplicity and peace of mind. Plug in your ERP or upload your data, and let the software and preparers do the rest, right? Not exactly.

The Limits of Software

Yes, the software can be a useful tool because it creates efficiency, but the software is not a complete solution. It automates, but it doesn’t advise. It won’t answer complex taxability questions, flag misclassified products or services, flag taxable customers that haven’t been taxed, or fix your mistakes.

The software’s efficiency is useful only if the end result is correct. The software requires configuration, which requires sales tax expertise, and the software company doesn’t sell that. If the configuration isn’t correct, errors that directly affect your customers can accumulate quickly.

Why Human Expertise Still Matters

Sales tax rules differ by state, products and services change, businesses are purchased, transactions get more complex. Navigating these variables requires more than automation, it requires judgment, context, and experience.

That’s where advisors add value. A skilled tax team can scrub your data for errors, identify cost-saving opportunities, and step in when problems arise. No software program can provide that level of insight and intervention.

How CSH Adds Value Beyond Software

At CSH, we partner with retailers to deliver the best of both worlds: the efficiency of automation plus the oversight of seasoned advisors.

  • Review your product taxability classifications to ensure accuracy

  • Scrub your data to catch untaxed sales or misapplied rates

  • Guide you on filing strategies that minimize cost and reduce risk

  • Step in to troubleshoot issues, never pushing responsibility back on you

Sales tax software can process forms. But it can’t replace the judgment, experience, and proactive support of a trusted advisor.

CSH’s SALT professionals help retailers navigate complexity, answer critical questions, and minimize both compliance costs and risks. Don’t settle for “check-the-box” compliance. Work with advisors who protect your business and free your team to focus on growth.

Stephen Estelle

Senior Manager
As a licensed attorney with experience in both public accounting and private industry, Steve is adept at helping clients navigate the practical day-to-day aspects of state and local tax.
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