business solutions

Energy trading company

Services Provided

License and registration requirements research

Background

Energy trading company requested assistance with research on license and registration requirements based on business operation scenarios.

Approach

  • Conducted multiple workshops with the client to determine business operations.
  • Applied taxing jurisdiction requirements to business operations of client.
  • Identified technology needs within the indirect tax determination system for client and confirmed scope with client.
  • Provided client with draft templates for approval by schedulers and other users of the information.
  • Agreed on deliverable format.
  • Assigned project tasks to staff with appropriate level of experience to conduct statutory research and technology solution development.

Results

  • Successfully delivered advice on state requirements and best practices related to license and registration pertaining to motor fuel tax and environmental fees.
  • Delivered research findings in Matrix format. 
  • Met client’s need to identify operating options to minimize indirect tax exposure.
  • Developed technology solutions to meet client’s specific needs for tax determination.