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Sovos OptiTax

by Sovos

OptiTax simplifies use tax management to reduce errors and audit risk while ensuring compliance.

Sovos OptiTax is a cloud-based, analytics-driven solution that streamlines use tax validation, accrual, and correction across all U.S. jurisdictions — without requiring ERP integration. Designed for accuracy and speed, OptiTax allows users to import data from any source system, apply custom taxability rules, and run reverse audits across millions of transactions in hours. The platform delivers real-time visibility into over- and under-payments, supports self-audit and exception management, and generates audit-ready reports to reduce exposure and ensure consistent, defensible tax decisions.

Who Benefits:
Finance, tax, accounting, and procurement professionals using Microsoft Dynamics 365 Finance & Operations in mid-market and enterprise organizations who manage complex purchasing environments including those with multiple ERPs, shared services, or decentralized AP processes — such as manufacturers, retailers, and service-based companies.

Customer Need Addressed:
Many organizations rely on manual spreadsheets or inconsistent vendor data to manage use tax, leaving them exposed to costly audit findings, overpayments, and compliance gaps. Sovos OptiTax eliminates these manual processes by streamlining validations, applying the latest tax rules, and providing actionable analytics to identify and correct errors before auditors do — reducing risk, saving time, and improving accuracy across the entire AP tax process.

At a glance

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