← PortfolioCooper's HawkMid-Year Review · FY26
Accounting

Sales Tax Rate Tool Exploration

Accounting ProjectsSales Tax Rate Tool Exploration

Scope for 2026: explore.Scope for 2027: implement.

Stage
Not Started
Level
Level 3: Dept Project
Health
Approved
Latest Update · Jun 12, 2026

[Acctg Portfolio Status 6.12.26]: Still on hold for 2026; not on anyone's goals and requires more IT support. Has meaningful cost associated that would need to be positioned for 2027. Acctg Operations would be the owner, and they have higher priorities (e.g. Shopsite to Shopify). Two primary vendors likely in consideration. Wait to see if there is bandwidth in H2 to start evaluation.

Department
Accounting
Strategic Pillar
3 OPTIMIZE PERFORMANCE
Executive Sponsor
Dawn P
Owner
Nancy
IT Dependency
Yes
IT Roadmap
2026 Backlog
Fiscal Year / Quarter
FY26 · Q4
Timing
Q2-Q4 2026
Start Date
Feb 16, 2026
Target End
Sep 30, 2026
Budget
Status
Approved
Status Updates · 9
4 months running
On-holdJun 12, 2026

[Acctg Portfolio Status 6.12.26]: Still on hold for 2026; not on anyone's goals and requires more IT support. Has meaningful cost associated that would need to be positioned for 2027. Acctg Operations would be the owner, and they have higher priorities (e.g. Shopsite to Shopify). Two primary vendors likely in consideration. Wait to see if there is bandwidth in H2 to start evaluation.

On-holdJun 12, 2026

[Acctg Portfolio Status 6.12.26]: Still on hold for 2026; not on anyone's goals and requires more IT support. Has meaningful cost associated that would need to be positioned for 2027. Acctg Operations would be the owner, and they have higher priorities (e.g. Shopsite to Shopify).

On-holdMar 17, 2026

In early Q3, revisit capacity of accounting team to drive RFP in 2026. If capacity does not exist, defer to 2027.

Not StartedFeb 10, 2026

7/1 earliest target for small RFP. Resource overlap with Lease Accounting Tool exploration.

ApprovedFeb 10, 2026

7/1 earliest target for small RFP. Resource overlap with Lease Accounting Tool exploration.

ApprovedFeb 10, 2026

Scope for 2026: explore.Scope for 2027: implement. 7/1 earliest target for small RFP.

ApprovedJan 30, 2026

Scope for 2026: explore.Scope for 2027: implement.

ProposedOct 28, 2025

Vertex or Avalera Sales Tax Rate Tool - $200K placeholder Few hundred grand per year - based on volume. Need to confirm.

ProposedSep 1, 2025

Prism · Cooper’s Hawk Strategy · Mid-Year Review FY26