Outsourcing Returns Frees Tech Firm Resources

Client Profile

Annual Revenue: $5.25 billion
Industry: Technology
Entity Type: Public
Footprint: National

CBIZ provides sales and use tax outsourcing for companies.Issue

A financial services technology provider with nexus across the country was spending significant internal resources on compiling sale and use tax returns. The technology group needed additional capacity to focus on taxability of its services and researching nexus issues. The financial services technology provider also wanted to ensure the correct rate was being collected from its customers.


CBIZ alleviated the strain on the technology group’s resources by assisting with its monthly returns. Our state and local tax team files and remits payments for roughly 200 to 250 sales and use tax returns each month. We also provide reconciliations of our payments to both the provider’s accounts receivable reports and its accounts payable reports. This provides the technology provider additional opportunities to manage compliance concerns and prevent erroneous sales and use tax payments.


The assistance we provide frees up valuable internal resources and allows the technology provider to allocate more of its efforts toward monitoring law changes and nexus issues. As the technology provider’s needs evolve, we are there to assist, taking on additional returns and meeting their deadlines.

Timely, Efficient Expertise

Learn how our sales and use tax compliance team helps you manage your filings.

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Copyright © 2016, CBIZ, Inc. All rights reserved. Contents of this publication may not be reproduced without the express written consent of CBIZ. This publication is distributed with the understanding that CBIZ is not rendering legal, accounting or other professional advice. The reader is advised to contact a tax professional prior to taking any action based upon this information. CBIZ assumes no liability whatsoever in connection with the use of this information and assumes no obligation to inform the reader of any changes in tax laws or other factors that could affect the information contained herein.

CBIZ MHM is the brand name for CBIZ MHM, LLC, a national professional services company providing tax, financial advisory and consulting services to individuals, tax-exempt organizations and a wide range of publicly-traded and privately-held companies. CBIZ MHM, LLC is a fully owned subsidiary of CBIZ, Inc. (NYSE: CBZ).

Outsourcing Returns Frees Tech Firm ResourcesCBIZ helped a financial services technology provider with its sales tax compliance....2016-09-28T19:39:00-05:00

CBIZ helped a financial services technology provider with its sales tax compliance.

Planning & Tax MinimizationTechnology & Life SciencesState & Local Tax