VAT Compliance Appointment Setting Case study

Type: B2B Recruitment for IDI discussion

COUNTRIES: 10 Countries – UK, Germany, Switzerland, , Benelux, Sweden, Norway, Denmark, Spain, Italy

SCOPE: 10 Appointments

LENGTH OF THE INTERVIEW: Recruitment - 5 Minutes IDI – 40 to 45 Minutes

TIME FRAME: 4 Weeks

OBJECTIVE:

VAT Compliance Recruitment for further IDI discussion is to understand the competitive landscape for VAT calculation and compliance software and services in the following European regions (UK, Germany/Switzerland, Netherlands/BELUX region, Sweden/Denmark/Norway (Nordic), Spain/Italy). To characterize the current state (what are customers using now) and appetite (what do customers hope to use in 24 months) for third party VAT tax calculation and compliance software and services in the European market.

RESPONDENTS: Tax Managers, Tax Directors, Managing Partners, Experts who have worked for a VAT software vendor in the past (their sole should be related to the product itself or product implementation), but, are now independent consultants.

SURVEY STRUCTURE:

The questionnaire consists of 2 parts, (a) 5 Screeners & (b) the in-depth discussion on VAT Compliance, VAT tax calculation, compliance software & services prevailing in EU region.

PLATFORM: .NET (Managed by ActionEdge)

METHODOLOGY: In-Depth Discussion via CATI

Target Respondent Functions: ✓ Has VAT Compliance responsibilities and knowledge ✓ Use now or recently used in a prior job a VAT Compliance software or services for client

Target Industries: ✓ Big 4 Firms (e.g. Deloitte (including products called SMART or TaxCube), EY, PwC (including a product called STARS), KPMG) ✓ Tier 2 Tax Consulting Firms (e.g. BDO, Conduent, Grant Thornton, RSM, Baker Tilly, Smith & Williamson, Moore Stephens, Mazars, Geneva Group International (Haines Watts), Crowe Clark Whitehill, Nexia International (Saffrey Champness), MHA MacIntyre Hudson, Johnston Carmichael, Kingston Smith, Accace, Rödl & Partner, Arendt) ✓ Other tax services firms (e.g. VAT Global, VAT IT (also acquired Meridian VAT, VAT Global), TMF Group, Ryan Services (also acquired VAT Systems), Avalara VAT Services) ✓ Currently independent consultants, but prior roles at VAT software vendors: Avalara, Thomson Reuters OneSource, Sovos, Wolters Kluwer/CCH, Quickbooks/Exactor/Intuit, Quaderno, VATBox, Kashflow, Taxcalc, AccountsPortal, Crunch, SAP (including ACR- Advanced Compliance Reporting), Oracle