How This Workflow Works
This workflow automates the calculation of sales tax apportionment for subscription-based businesses. By allowing users to select a custom 12-month taxation period, it identifies active memberships within that window, calculates total sales per state based on subscription fees, and apportions sales with missing location data across all relevant states.
Key Features:
- Automate sales tax calculations for any user-defined 12-month period
- Accurately allocate sales to states, including special handling for unknown billing locations
- Calculate and apply state-specific tax rates to apportioned sales
- Visualize state-level sales and tax distributions for reporting and review
Step-by-step:
1. Define Taxation Period and Identify Relevant Memberships:
The workflow begins by letting you specify the start date for the 12-month taxation period. It then filters the subscription data to include only those memberships that are active within this window, ensuring that only relevant sales are considered for apportionment.
2. Generate and Record Reminders:
For each overdue account, the workflow creates reminder entries and logs them along with any additional notes or actions required. This step ensures that all communications and follow-ups are tracked systematically.
3. Maintain Account History:
The workflow compiles a historical record for each account, capturing payment status, reminders sent, and any actions taken. This allows users to review the full dunning history for any customer at a glance.
4. Visualize and Share Insights:
The workflow presents overdue account lists and detailed account histories in interactive tables, making it easy for users to review, update, and share information as needed.