Finance & Accounting1. To automate reminders for tax filing deadlines, ensure timely submission, and generate compliance reports for authorities regarding excise, VAT, and corporate tax obligations specific to alcohol manufacturing businesses.
2. Minimize the risk of penalties by automating compliance schedules and documentation for regulatory authorities (state, federal, customs) related to alcoholic beverages.
3. Facilitate periodic extraction, aggregation, and formatting of transactional, sales, and production data to compile accurate tax filings and reports in accordance with industry and jurisdictional mandates.
**2. Trigger Conditions**
1. Calendar-based: Set triggers for key tax deadlines (monthly, quarterly, yearly) as per government or internal compliance calendars.
2. Event-based: Activate when a new invoice, sale, or shipment is recorded in ERP or accounting software.
3. External data: Trigger upon updates in legal/tax API sources, e.g., changes to excise duty rates.
**3. Platform Variants**
1. SAP ERP
- Feature/Setting: Schedule Financial Closing Cockpit for periodic tax reporting tasks; configure outbound IDocs for real-time reminders.
2. Oracle Cloud ERP
- Feature/Setting: Set up Tax Calendars and Tax Reporting Period closures; use Workflow Notifications for task reminders.
3. Microsoft Dynamics 365
- Feature/Setting: Enable Compliance Calendar; use Power Automate to trigger approval steps and send reminders.
4. QuickBooks Online
- Feature/Setting: Schedule automated reports (e.g., Sales Tax Liability); configure email reminders for return due dates via Alerts.
5. Xero
- Feature/Setting: Utilize the Tax Filing Alerts in Xero HQ; schedule periodic GST/VAT summary generation.
6. NetSuite
- Feature/Setting: Use SuiteFlow for workflow-based reminders; configure Saved Searches for report generation and deliver via email.
7. Zoho Books
- Feature/Setting: Set up Automatic Reminders on recurring tax obligations; schedule export of tax summary reports.
8. FreshBooks
- Feature/Setting: Enable automated “Schedule Tax Time” reminders and export Profit & Loss or Tax Reports.
9. Intuit TurboTax Business
- Feature/Setting: Enable Filing Calendar; set SMS/email reminders via communication preferences.
10. Avalara
- Feature/Setting: Use Avalara Compliance Calendar API; trigger when new filings are due.
11. ADP Workforce Now
- Feature/Setting: Enable Compliance Task Reminders for payroll tax events in tax module.
12. Stripe
- Feature/Setting: Configure Stripe Tax to send alerts on new taxable events and auto-generate tax reports.
13. DocuSign
- Feature/Setting: Use scheduled envelope sending API for reminders to authorize compliance reports.
14. Dropbox Sign (ex-HelloSign)
- Feature/Setting: Enable Time-based Reminders for compliance document approvals.
15. Trello
- Feature/Setting: Use Due Date Reminders for tax tasks on Accounting Boards; Power-Ups for scheduled comments.
16. Jira
- Feature/Setting: Schedule Issue Due Dates as tax events; Automation Rules for reminder comments.
17. Slack
- Feature/Setting: Use Scheduled Messages API to send reminders to finance channels; Workflow Builder for sequential reminders.
18. Twilio
- Feature/Setting: Use Programmable SMS API for automated deadline notifications to mobile numbers.
19. SendGrid
- Feature/Setting: Automated Email Campaign for tax reminders; Event Webhook for delivery confirmation.
20. Google Calendar
- Feature/Setting: Use Calendar API to auto-create events for all tax deadlines and enable default notifications.
21. Office 365 Outlook
- Feature/Setting: Set recurring calendar events and configure Reminder Notifications for scheduled report reviews.
22. Asana
- Feature/Setting: Due Date Reminders for tax-related tasks; create recurring task flows.
23. Monday.com
- Feature/Setting: Automate status updates and reminder emails for tax reporting timelines.
**4. Benefits**
1. Ensures zero-miss compliance by auto-notifying stakeholders and syncing regulatory timelines.
2. Saves manual effort via on-schedule report generation and secure document delivery.
3. Centralizes compliance management reducing risk of penalties.
4. Enables traceable audit log for regulatory review of reporting and notification history.