Small Business Taxes

How to Use Accounting Software to Automate Tax Compliance

Updated 2025-10-28

Automate categorization, bank feeds, sales tax, and document capture in your accounting stack to reduce errors and save time.

  1. Build your stack
  2. Rules & automation
  3. Sales tax integrations
  4. Receipt & bill capture
  5. Monthly close workflow

Build your stack

Choose cloud accounting with robust APIs; add payroll, AP, and expense tools.

Rules & automation

Create bank rules and recurring entries; monitor exceptions not rules.

Sales tax integrations

Connect sales platforms to tax engines; sync tax collected to your GL.

Receipt & bill capture

OCR tools attach source docs to transactions for audit readiness.

Monthly close workflow

Reconcile accounts, review variance, and lock periods after close.