Core concepts

Learn about key features, including tax explanations and forward-thinking insights, to understand and manage tax compliance effectively.

Explain the tax

After tax is calculated on a transaction, users can select Explain the tax to view a comprehensive breakdown of how tax was determined.

Explanations may include:

• Jurisdiction-by-jurisdiction rate breakdown

• Sourcing methodology applied

• Exemption status and certificate usage

• Special rules or adjustments that affected the calculation

The AI agent translates calculation data into plain language to support clarity and review.

Proactive insights

The AI agent surfaces relevant tax insights automatically before and after calculations.

Examples include:

• Upcoming exemption certificate expirations

• Special tax scenarios such as caps or reduced rates

• Jurisdiction-specific considerations

These insights help users identify compliance risks and act when needed.