Sales Tax Rate Tool Exploration
Scope for 2026: explore.Scope for 2027: implement.
[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.
[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.
[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).
In early Q3, revisit capacity of accounting team to drive RFP in 2026. If capacity does not exist, defer to 2027.
7/1 earliest target for small RFP. Resource overlap with Lease Accounting Tool exploration.
7/1 earliest target for small RFP. Resource overlap with Lease Accounting Tool exploration.
Scope for 2026: explore.Scope for 2027: implement. 7/1 earliest target for small RFP.
Scope for 2026: explore.Scope for 2027: implement.
Vertex or Avalera Sales Tax Rate Tool - $200K placeholder Few hundred grand per year - based on volume. Need to confirm.
Prism · Cooper’s Hawk Strategy · Mid-Year Review FY26