From Tax Assessment to Payment: Automate Cash Tax Tracking with Loctax

Every tax team knows the pain: assessments arrive post-filing, payment deadlines loom, and the manual chase begins.

In this webinar, we’ll demo how one customer automated the full lifecycle: forwarding tax notices to Loctax, extracting the final amount payable, assigning tasks for review and payment, and updating real-time cash tax reports for Finance.

What we’ll cover 🔎:

• How IDP scans assessments and extracts payable amounts
• Routing the data to prebuilt workflows with review and payment tasks
• Connecting prepayments and final assessments for cash tax visibility
• How inbox automation eliminates manual triage and tagging
• The real-world setup used by a Private Equity customer

This is what tax control looks like: instant insights, structured handoffs, and a single source of truth for audit, payments, and the CFO.