Automated Vertex Sales Tax Reconciliation
Every Monday, WebRun opens Vertex, compares the sales tax calculated for the past week against the totals ready to file, flags any jurisdiction where the numbers don't match, posts the discrepancy list to Telegram, and sends a Twilio text to the tax lead when a mismatch is large.
How do I reconcile Vertex sales tax calculations before filing?
WebRun compares your Vertex calculated tax by jurisdiction against the prior reconciled totals every Monday, flags any variance, and posts the summary to your finance team's Telegram channel. When a mismatch is large, it also sends the tax lead a Twilio text, so reconciliation happens before filing, not after.
- Tax variances are caught before filing, not after
- Every jurisdiction's totals are reconciled automatically each week
- Large mismatches reach the tax lead by text the same day
Built for tax teams · finance and accounting ops · controllers · multi-state retailers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
www.vertexinc.comin a real browser with your saved login - no setup, no API keys. -
1
Vertex - pull calculated tax by jurisdiction
vertexinc.com
WebRun opens Vertex to pull calculated tax by jurisdiction. - Open Vertex and review calculated tax by jurisdiction
- Compare this week's calculated totals against the prior reconciled totals
- Flag any jurisdiction where the variance is unexplained
Done when Every jurisdiction's tax total has been compared and any variance flagged.
-
2
Telegram - post the reconciliation summary
telegram.org
WebRun opens Telegram to post the reconciliation summary. - Post the reconciliation summary to the finance team channel
- List each flagged jurisdiction with the expected and calculated amounts
- Note if everything matched and no action is needed
Done when The finance team has this week's reconciliation summary in Telegram.
-
3
Twilio - text the tax lead about big mismatches
twilio.com
WebRun opens Twilio to text the tax lead about big mismatches. - Send a text to the tax lead only when a mismatch is above your threshold
- Keep the text short: jurisdiction and the size of the variance
- Never adjust a filing or amount. Leave the fix to the tax lead
Done when The tax lead has been texted about every mismatch above threshold.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it file or amend a tax return?
No. WebRun only compares calculated totals and reports mismatches. It never files, amends, or submits a return on its own.
What counts as a big enough mismatch to text about?
You set the threshold. Anything under it is posted to Telegram only, and anything above it also gets a Twilio text to the tax lead so it's not missed in a busy channel.
What if every jurisdiction matches?
It still posts a short Telegram summary confirming everything reconciled, so you have a record even on a clean week.
Related templates
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