Case Study: Carrier achieves faster, compliant tax processing with People Tech Group's OneSource Tax Connector

Improved Tax Compliance and Service Contract Order Processing

Carrier, a global provider of HVAC and refrigeration solutions, faced significant delays in its sales order process due to a manual and non-compliant tax calculation system. The process lacked support for variable tax rates and efficient exemption management, which hindered the finalization of orders before invoicing. To address this challenge, they partnered with People Tech Group for a solution.

People Tech Group implemented the Thomson Reuters ONESOURCE Tax Connector for Salesforce Sales Cloud. This solution automated the tax calculation process by integrating it directly into the sales order flow, ensuring compliance and proper taxation at both the header and line-item levels. The results were substantial, including a 200% reduction in the total turnaround time for sales orders, the ability to process orders with over 500 items, and a threefold improvement in visibility for product-based taxation.

Carrier