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Getting Started

There are several ways to get started with ATS Compliance (ATS-C)or Determination (ATS-D). You can contact our sales team at 972-535-4506 as a first step.

Getting Started with the ATS Compliance on-boarding process

Step 1: Information Collection

On-boarding process starts with collecting information about your invoicing system and current process of preparing and filing taxes. Identifying tax and IT contacts is part of the initial discovery to make transiting to automated tax platform as seamless as possible to you.

Step 2: Integration

Once all information is collected, a sample data of your invoicing system will be exported for analysis. Part of the system integration process is to figure out the best way to get the user data from your system to ATS platform.

Step 3: Data Analysis

This exercise should flush out any missing tax mandatory data pieces needed for your tax calendar requirements.

Step 4: Testing

The goal is to re-produce already filed tax returns using ATS Compliance automated process.

Step 5: Training

New users may need to be trained on the process of transferring the data from their invoicing system to ATS platform and the process of reviewing the output files and approve numbers for filling.