Assembling monthly retail sales and use tax reporting across municipalities

Industry : Cross-Industry, Retail and Consumer Services

Function : Sales


Consistent processing in line with SLAs

Consistent processing in line with SLAs

Improved data quality

Improved data quality

Cost and penalty avoidance

Cost and penalty avoidance

Company Profile

Specialty multi-brand footwear focused wholesaler and retailer with roughly 1,500 retail stores through the United States, Canada, the United Kingdom and the Republic of Ireland.

Scope Highlights

  • Sales and Use Tax Compliance
  • WonderBotz ReportBotz+ pre-built solution
  • PeopleSoft
  • MS Dynamics 365
  • Cognos
  • Robotic Process Automation (RPA)

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As a retailer, this company needs to file sales and use taxes monthly reports in the municipalities where it conducts business to stay in compliance. Reporting team members first downloaded information from the company’s intranet and external websites. The pieces were combined and formatted in a single workbook which was then shared. This was a high-touch, repetitive process with potential data-entry errors. Finance team leadership sought a solution to quickly and accurately complete the end-to-end process


We implemented WonderBotz ReportBotz+, a scalable, consolidated reporting solution that runs on demand and is controlled by business rules that the business team can easily modify. ReportBotz+ retrieves all the necessary information, quickly formats the data, and generates the final sales and use report package submitted monthly. Upon completion, the solution generates a status report of completed items which is shared with team members. If any exceptions are encountered, the solution alerts the team for follow-up.