Calish Consulting Calish Consulting

Audit PBC List Management for Sales Tax Analysts

Sales Tax Analyst Reporting & Analytics

The Problem

Audit season means a 200-line PBC list, endless auditor follow-ups, and the controller acting as a courier between Indirect Tax operators and the audit team.

What We Build

AI manages the PBC list, pulls each requested schedule from Avalara, answers auditor follow-ups from the workpapers, and logs every deliverable — audit fees drop and the controller gets their week back.

Tools & Integrations

Avalara Vertex Sovos Google Drive

How It Works

1

Discovery Call

We map your current audit pbc list management process and identify exactly where AI saves the most time.

2

Build & Integrate

We build the AI workflow and connect it to the tools you already use — no software changes required.

3

Review & Refine

You review the results, we fine-tune until the workflow matches your standards — then it runs on autopilot.

Ready to automate audit pbc list management?

Book a free 30-minute call. We'll walk through your current process and show you exactly how this workflow would work for your team.

Book a Free Consultation

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