Automate Tax Reconciliation

5/5 stars for client support

Reconcile product movements, the general ledger, and tax return data before paying what you owe. Ensure your accounts are balanced and mitigate financial risk to the business with tax reconciliation software. IGEN’s tax reconciliation software helps tax teams identify discrepancies, balance accounts, and reduce financial risk with configurable matching logic built for complex tax compliance.

Exception Reporting
Flexible Architecture
Data Matching Engine

Create a complete data set
Configure your matching logic
Match data sets
Identify & handle exceptions
Make in-process corrections without re-importing
Create repeatable matching processes
Generate reports & data extracts

Leverage data reconciliation software built for tax

Our data reconciliation software allows you to reconcile against multiple data sets with configurable matching logic to find discrepancies before remitting payment. Instead of relying on spreadsheets and manual checks, you can compare complete data sets, configure matching rules, identify exceptions, and document your reconciliation process in one assisted tax reconciliation solution.

Reconcile business data for tax compliance

Manual tax reconciliation often happens after the filing period, when teams have already spent hours preparing spreadsheets, cleaning data, and tracking down discrepancies. That approach creates unnecessary risk because it depends on redundant data prep, disconnected systems, and error-prone manual review.

Use IGEN to proactively reconcile and you could see up to a 92% increase in reconciliation efficiencies.

Exception reporting with tax reconciliation software

Reduction in time to reconcile

The teams behind tax reconciliation

U.S. Energy

Reconciliation with just one of our vendors took about 40 hours to complete, the process for that specific recon now takes us 3 hours.

Read U.S. Energy’s story

Accounting Manager

U.S. Energy

Fuel Exception Reporting: Your Front Line of Defense in Excise Tax

Strengthen your excise tax compliance with proactive fuel exception reporting that eliminates data discrepancies and builds audit-defensible accuracy.

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Connect to your existing systems

Back-office Systems

Our platform’s API architecture enables connection to your existing back-office system without significant modifications or custom-built middleware. Pull tax, accounting, operational, and transaction data into one tax data engine without significant modifications or custom-built middleware.

E-commerce Platforms

Use pre-built integrations with common e-commerce platforms to support real-time tax calculations and feed cleaner data into your reconciliation and compliance workflows.

Configure match criteria for exception reporting

Transparent data matching

Robust Tax Data Engine

Ensure your data is accurate, complete, and formatted correctly. Identify unexpected errors, correct those issues, and create automation to resolve similar problems next time.

Combine multiple data sources to create a complete data set ready for matching
Set your tolerance level on exceptions
Configure match criteria based on your business logic and internal controls
Match multiple data sets
Create repeatable data-matching processes

Exception reporting

Identify Discrepancies

Identify and handle exceptions
Color coding for user-friendly discrepancy identification
Track open items for future resolution
Attach notes and documents to data for future audit references
Generate reports and data extracts showing reconciled to document reconciliation completion

Answers to your tax reconciliation questions

Every company we serve is unique, and that’s why IGEN’s Tax Reconciliation is, too. Ready to think differently about reconciling for tax compliance?

Start with the only assisted reconciliation software that’s built for tax.

Our software accepts flat files (CSV or TXT).

Yes, our matching process lets you dive deep into your data. You can filter down to the exact data sets you’d like to work with from different tables or the same one.

Yes, we can create custom reports or management reports to give you the needed data.

Absolutely. You can sync your data with data tables, fill in gaps in your data, and more.

IGEN Tax Reconciliation is a Windows Desktop application hosted in our private cloud and accessed using the RemoteApp web page.

Our support team is available during regular business hours unless specifically requested. The Support Center is your one-stop-shop for access to technical support and our tax experts. You’ll be able to get help and see the status of your tickets. This process ensures tickets are resolved quickly, allows us to track performance, and gives you the option to provide feedback to the team.

Resources

Manual vs. Automated Tax Compliance

‘Automation’ isn’t a buzzword, it’s a game-changer for increasing efficiency, accuracy, and regulation compliance.

A Buyer’s Guide to Tax Automation Software

Discover how tax teams are transforming their processes with automation.

Fuel Exception Reporting: Your Front Line of Defense in Excise Tax

Learn how proactive fuel exception reporting eliminates data discrepancies and builds audit-defensible accuracy.

Visit the IGEN blog