Client tool preview

Maintain tax decisions in one working record

See how the client tool keeps product and service taxability decisions tied to jurisdictions, effective dates, authority, and review status. Client facts and maintained decisions stay inside the portal.

Client workflow preview

What Taxability Matrix does

The portal gives each client a maintained record of how products and services are treated, why, where, and as of what date, with a visible review trail.

The working interface lives in the client portal

This public page shows capabilities and deliverables only. It does not ask client questions, accept documents, or calculate a personalized result.

01

Define the offering

Keeps the product or service description and the facts that drive its tax treatment together.

02

Record the treatment

Tracks taxability, classification, rate posture, jurisdictions, and effective dates in structured rows.

03

Attach the authority

Connects each decision to the statute, rule, guidance, or analysis supporting it.

04

Maintain review status

Shows which decisions are draft, reviewed, approved, or due for another look after a legal change.

What the client receives

  • A maintained product-and-service taxability matrix.
  • Jurisdiction, effective-date, and classification details for each row.
  • Supporting authority and a visible review trail.
  • An exportable record for operational and audit support.