The problem we help solve
A clearer handoff. Less uncertainty.
Finance receives a sales total without the detail needed to explain discounts, shipping, refunds or tax amounts. Re-entering transactions creates differences between the store, invoice system and ledger.
How BrownBag helps
We connect the technical data flow using tax rules and classifications approved by your finance team or tax adviser. The aim is a reproducible mapping and reconciliation process with visible exceptions.
From requirement to operation
Your Tax systems workflow
Agree the source of truth
Identify which system owns product tax classifications, customer tax information, invoice numbers and exchange-rate assumptions.
Map transaction lifecycles
Specify sales, credit notes, cancellations and partial refunds. Build a connector or controlled import using the interfaces actually supported by your systems.
Reconcile representative periods
Compare source orders, invoice records and ledger totals. Document rounding differences, rejected records and the process for authorised corrections.
What we can deliver
- Transaction and tax-field mapping
- Scoped API or controlled import/export connection
- Reconciliation report and exception register
We agree the systems, responsibilities, acceptance checks and support arrangements before implementation begins.
Define the right scope
Tax advice, registration, filing and statutory assurance are outside this technical service unless separately provided by an appropriately qualified specialist. No universal connection to every tax authority or accounting product is promised.
Provider requirements and interfaces can change. We recheck the applicable documentation and account access when scoping your project.
Official Tax systems reference →Your questions, answered
Can this work when the accounting system has no API?
Yes, an assisted export/import workflow may be scoped where the product supports it. We document the manual step, validation checks and frequency instead of promising continuous synchronisation.
What should we include in the first brief?
Share the requirement, systems involved, target market, existing findings and the advisers or assessors already involved. We use that context to agree responsibilities, deliverables and the next review point.