Mapping Indirect Tax Operations: Identifying Breakdowns and Maximizing Automation with the Happy Path Framework

• The Happy Path framework helps map and diagnose breakdowns in indirect tax operations, highlighting where automation can have the greatest impact.
• It visualizes the entire indirect tax lifecycle, from transaction to government reporting, identifying specific pain points and their business consequences.
• The framework consists of six stages: Tax ID validation, Tax determination, Local invoicing compliance, E-invoicing and real-time reporting, Tax returns and reporting, and (implied) further downstream processes.
• Using the Happy Path enables tax teams to assess each stage, prioritize improvements, and build a concrete case for automation to leadership.

Source: fonoa.com

Note that this post was (partially) written with the help of AI. It is always useful to review the original source material, and where needed to obtain (local) advice from a specialist.

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