Multistate Tax

Meet reporting obligations for today’s corporate tax demands.

The evolving corporate tax landscape, increased reporting requirements, and regulatory scrutiny all add pressure to tax compliance planning and execution. At Deloitte, we pair tax compliance services, including co-sourcing and outsourcing options, with integrated tax technologies designed to provide transparency, strategic insights, and help taxpayers meet their obligations effectively.

Tax pass-through and partnership compliance continues to grow in its complexity which provides a wide range of challenges and opportunities.  At Deloitte, we pair tax compliance services, including co-sourcing and outsourcing options, with integrated tax technologies designed to provide transparency, strategic insights, and help taxpayers meet their obligations effectively.

Tax reporting obligations for the Investment Management industry continue to bring a wide range of challenges and opportunities.  Our team has developed advanced technologies like iPACS™ that enable us to deliver efficient and accurate processing of investor packages and tax returns prepared in accordance with complex jurisdictional tax laws.

At Deloitte, we pair our tax compliance services with our technology to provide transparency, strategic insights, and help taxpayers meet their obligations effectively.

Our professionals leverage a wide variety of technology tools to advise clients as they address their state tax needs, often bringing improved efficiency, greater accuracy, and increased visibility into their data to identify potential insights and anomalies. Our suite of technology tools includes the latest technology for data wrangling, robotic process automation, data analytics, and visualization.

One of the biggest business tax challenges—and opportunities—lies in advising our clients as they manage their tax position and effective tax rate. Deloitte’s network of tax advisory teams can help companies, from multinationals to family businesses, as they seek to manage their state tax footprint.

We can add value to an organization by providing a wide range of consulting services such as State Strategic Tax Reviews, State Apportionment Suite, State Suites (CA, NY, TX), State Restructuring Advice, and State Amended Returns.

Our team focuses on analyzing federal/state differences in a number of contexts to identify potential state tax saving opportunities.

Uncover opportunities across jurisdictions.

Bold changes can bring big opportunities. As organizations grow their workforce, upgrade facilities, and increase innovation, more tax incentives may become available. Deloitte delivers services to help our clients identify available state credits and incentives to help fuel organizational growth or transformation.

Our services are designed to complement an organization’s existing operations, legal entity changes, and acquisition or divestiture activities, while focused on enhancing state income and indirect tax efficiencies. We utilize a phased approach that leverages our Multistate Data Analytics Tool to efficiently and quickly model multiple structural scenarios to assist you in determining the optimal structure that aligns with your business imperatives.

Our professionals, teaming with our Global Employer Solutions (GES) colleagues, assist our clients in remote work policy development by addressing tax compliance risks, identifying current or potential filing requirements, and analyzing potential remediation action and filing obligations.

Confidently manage tax controversy.

Deloitte Tax Controversy services assist clients through every stage of state, and local exams, from issue avoidance to tax dispute resolution to post-exam improvements. With decades of experience, we’ve refined our technology, analytical procedures, and planning methodologies to offer flexible, tailored services to help our clients navigate the tax controversy life cycle.

Applying US GAAP or IFRS principles to income tax accounting is complex. Increased scrutiny from corporate stakeholders, external auditors, audit committees, and regulators has added pressure on tax departments. Constantly changing tax laws, global expansion, operational changes, and resource constraints pose unique challenges in maintaining accurate income tax accounts and disclosures in financial statements.

We assist companies with large state and local tax footprints manage the significant complexity and challenges of the financial reporting process. Our team can assist in analyzing significant issues and developing an approach to address them, considering the variability in the applicable tax law from one state and local taxing jurisdiction to the next.