Operational Development

Business meeting focused on information reporting process and procedures or training.

Process and Procedures

  • For clients that have ongoing intercompany or third-party payments, process and procedures are crucial. The development of a day-to-day process transforms the tax technical requirements into an everyday step-by-step activity, allowing the operational team to execute on requirements as part of the overall payment process.

Training

  • ​Understanding the tax technical requirements allows teams to make critical and informed decisions. Trainings can cover the entire information reporting and withholding life cycle or can be tailored to focus on areas in which teams need specific assistance.


Tool Development

  • Tools can be developed with the team to simplify tax technical areas that are difficult to navigate in accordance with the IRS instructions and regulations.