Customer tax complaints and frequent tax audits may provide an indicator of potential problems, but as the old expression goes, “You don’t know what you don’t know” and that is how organizations get into serious trouble with transaction taxes. As a starting point, a diagnostic review is recommended to identify areas of potential transaction tax non-compliance. By reviewing the company’s information sources and systems, conducting interviews, reviewing documentation, data, workflow, and pain points, a good indication of the current state can be obtained. At the conclusion of the diagnostic phase, a diagnostic report will be provided that summarizes the results of the evaluation of the organization’s existing transaction tax policies and procedures, problem areas, and recommendations for enhancing the transaction tax compliance process, including an estimate of the required work effort and the path forward.