Sovos Filing

Problem

Businesses selling goods and services in North America are liable for filing sales and use tax returns accurately and on time. There is a lot of complexity to overcome - tax codes, rapidly changing forms, a variety of exemptions, and ever expanding filing requirements in the eCommerce age. It’s harder than ever to file efficiently without risking errors that could lead to costly penalties from tax collection agencies.

Solution

Sovos Sales and Use Tax Filing ("Sovos Filing") is a sophisticated but easy to use SaaS tax compliance application. Combined with Sovos' Global Tax Determination (“GTD”), users of Filing can upload transaction data, calculate liabilities, and generate the sales tax forms they need to submit to state, county, and local jurisdictions. It is a powerful product that takes much of the work out of users' hands by providing accurate calculations based around constantly updated tax regulations and codes, while also allowing plenty of flexibility for editing and audit defense. Sovos Filing also gives admins and managers oversight into monthly progress as a whole as well as by individual team members. 

This marketing video offers some insight into the needs that the Sovos' Filing product fulfills for companies filing sales tax. 

Activities

Below are several images that offer a view at the design process and the user interface of Filing. Some details on these screens have been modified to protect confidentiality.

Understanding and Defining

Collecting data and determining the direction of design

Creating, Assessing, and Delivering

Solutioning with creating, reviewing, and testing various stages of deliverables