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Tax Series
Tax Series · Haworth, New Jersey, United States · founded 2000
What it is
Tax Series is web-native corporate tax software for corporate income tax work, available through the web and an API. It uses a shared database to reuse information across data collection, compliance, provision, planning, audit support, legal entity maintenance, tax calendars, and document management. The Provision module supports worldwide reporting under ASC 740 and calculations under U.S. GAAP or IFRS. Compliance automates tax calculations and populates forms such as 5471, 8865, and 8858; BEPS reporting supports Country-by-Country reports and master and local files. Data Collector assigns packages to preparers, reviewers, and approvers and provides project monitoring. Web Services can transfer data in both directions with client systems, validate it, and trigger calculations. The maker describes the product as suited to medium and large multinational clients, and it supports U.S. corporate taxpayers and multinational corporations. Pricing is on request. Prospective clients can use it for a full tax cycle at no cost through a proof of concept, typically lasting 2–10 weeks. After a subscription ends, clients have three months of read-only data access at no cost.
For and against
For
- Shared database reuses information across tax processes.
- Provision supports ASC 740 and U.S. GAAP or IFRS.
- Compliance automates calculations and populates specified forms.
- Proof of concept covers a full tax cycle at no cost.
Against
- Pricing is available only on request.
- Proof of concept typically takes 2–10 weeks.
- Post-termination data access is read-only for three months.
The verdict
Tax Series brings several corporate tax processes into a shared web-native system, with modules for provision, compliance, and BEPS reporting. Pricing is on request, but prospective clients can use it for a full tax cycle at no cost before deciding whether to license it.
Who it suits
Tax Series suits U.S. corporate taxpayers and multinational corporations, particularly medium and large multinational clients. It may fit teams coordinating tax work across several processes and jurisdictions.
Plans and prices
Tax Series
Fixed licensing fee based on scope determined during proof of concept; pricing not listed
Read 3 Oct 2026 · taxtechnologies.com
On the record
- After termination
- After a subscription expires or is terminated, clients receive three months of read-only access at no cost to retrieve their data.taxtechnologies.com · read 3 Oct 2026
- BEPS reporting
- The BEPS module supports OECD-compliant Country-by-Country reporting, local and master files, multi-year comparisons, and multiple jurisdictions.taxtechnologies.com · read 3 Oct 2026
- Company background
- Tax Technologies, Inc. says it started in 2000 and has provided corporate tax solutions since then.taxtechnologies.com · read 3 Oct 2026
- Compliance
- The Compliance module prepares U.S. federal, state, and international corporate returns, including Forms 5471, 8865, and 8858.taxtechnologies.com · read 3 Oct 2026
- Data access after termination
- After a subscription expires or is terminated, clients receive three months of read-only access at no cost to retrieve data.taxtechnologies.com · read 2 Oct 2026
- Data collection
- Data Collector assigns packages to preparers, reviewers, and approvers and provides real-time project monitoring.taxtechnologies.com · read 2 Oct 2026
- Data reuse
- Tax Series uses a single database for data collection, compliance, provision, planning, audit support, legal entity maintenance, tax calendar, and document management.taxtechnologies.com · read 3 Oct 2026
- Integrations
- Tax Series Web Services can transfer data bi-directionally between Tax Series and client systems, validate data, and trigger calculations.taxtechnologies.com · read 3 Oct 2026
- Intended users
- The company says Tax Series is suited to medium and large multinational corporate clients with complex global structures.taxtechnologies.com · read 3 Oct 2026
- Maker history
- Tax Technologies says it started in 2000 and has had no ownership changes.taxtechnologies.com · read 2 Oct 2026
- PoC duration
- The FAQ says the Proof of Concept process typically takes 2–10 weeks, depending largely on data availability and reconciliation needs.taxtechnologies.com · read 3 Oct 2026
- Product
- Tax Series is web-native corporate tax software for corporate income tax processes.taxtechnologies.com · read 2 Oct 2026
- Product scope
- Tax Series is web-native corporate tax software that supports corporate income tax processes and reuses data across them.taxtechnologies.com · read 3 Oct 2026
- Proof of concept
- Prospective clients can use Tax Series for a full tax cycle at no cost during the Proof of Concept process before deciding whether to license it.taxtechnologies.com · read 3 Oct 2026
- Provision
- The Provision module supports worldwide corporate tax provision reporting under ASC 740 and calculations under U.S. GAAP or IFRS.taxtechnologies.com · read 3 Oct 2026
- Security
- The company says it obtains annual SOC 1 and SOC 2 reports from a third party and has in-house security staff.taxtechnologies.com · read 3 Oct 2026
- Support
- Each client is assigned a dedicated support representative reachable by phone or email, and the company describes its support as proactive.taxtechnologies.com · read 3 Oct 2026
