Use case · Implementation partners
Design against the client’s approved tax requirements.
Architecture and functional teams need access to the tax requirements that apply to their design, without expecting every consultant to be a tax specialist.
- Source
- Interpretation
- Requirement
- Control
- Business decision
How it helps
A decision grounded in approved context.
Assess proposed designs against global and local tax requirements, identify gaps and route decisions requiring the client’s Tax team.
Worked example
A realistic decision point.
An integration transfers invoice data from a sales platform into an ERP. The global design appears complete, but the relevant country knowledge shows that additional information or evidence is required before design approval.
What can be reviewed
Inputs and possible findings.
The review is tailored to the decision and the applicable approved requirements.
Typical inputs
- Solution architecture
- Functional designs and configuration workbooks
- Interface specifications and process flows
- User stories, change requests and tests
Issues that may be identified
- An omitted field or information lost in transit
- A local requirement missing from a global design
- A customisation conflicting with an approved position
- A manual step without adequate control
- Unclear ownership or incomplete test coverage
Practical outcome
Clarity for the next decision.
A clearer path to design assurance and earlier resolution of tax issues.
Next step
Discuss the implementation partners use case
Discuss your tax knowledge, control and change priorities with Innovate Tax.