As your business evolves, the installation of your transaction tax software or manual processes may need to be realigned with your business needs. At DMA, our team thrives on identifying performance gaps that lead to formulating, creating, and executing a dynamic environment that can readily adapt to future tax changes.

Our methodology consists of the following six key phases to streamline project deliverables.


  • To begin, our tax system implementation professionals meet with your project team. We communicate tasks related to the successful completion of the project and develop a detailed project plan to determine roles and responsibilities, identify project sponsors, and agree upon future communication protocols.

  • During this phase, DMA will meet with your business and tax subject matter experts to gain an understanding of your current tax processes and compliance procedures. We then create a solution document detailing how the relevant ERP and tax engines should be configured to meet your tax requirements, while still allowing for future expansion.

  • DMA will coordinate all implementation and configuration tasks with your designated team. Our experts work with and support ERP and tax engine developers throughout the creation and deployment of the integration component. During this phase, our team completes all necessary configurations as defined in the solution design documents, unit tests the solution, and works with your resources in the integration testing process.

  • In the testing phase, we provide best practices and sample testing scripts. We work with you to troubleshoot errant test results and provide resolution via reconfiguration when applicable. Testing is considered complete when the solution produces expected results and can be fully reconciled to your ERP general ledger.

  • Our tax implementation team works with both your tax and IT resources to provide training on configuration, operation, and maintenance. The training is tailored to provide information important to all user groups based on your specific design and configurations.

  • We ensure that the steps necessary to move the configured solution to the production environment are documented and well understood. Our team also provides on-site, post-production go-live support that continues through successful tax returns filing.

    Although our methodology includes efficiency enhancements, any portion of the process can be customized to exceed your expectations.



Is your business ready to implement, integrate, and optimize your tax technology? DMA is here to help.