Automate Excise Tax Return Preparation & Filing

4.8/5 stars for client support

Generate excise tax forms & e-files, minimize time spent on data preparation, file accurate returns, and easily manage audits.

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  • Proprietary data tools
  • Visual process workflow-builder
  • User-maintainable environment
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Excise tax software
  • Import data from multiple sources
  • Ensure data is accurate, complete & formatted correctly
  • Automatically select schedule
  • Run jurisdictional rules against your data
  • Generate signature-ready return or e-file

Leverage excise tax software built for complex data

Our excise tax software is designed around a data engine, letting you unload the hassle of excise tax return preparation and filing.

Simplify indirect tax filing & more

Use ComplyIQ by IGEN to prepare data, generate forms & e-files, and file accurately with reporting entities.

  • Tobacco & e-cigarette excise taxes
  • Fuel excise taxes
  • PACT reports
  • Terminal operator (ExSTARS) reports
  • IRS Form 720
automate excise tax forms
Fully automated excise tax forms & e-files
Increase in filing efficiencies

The teams behind indirect tax reporting

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Working with ComplyIQ by IGEN has been a great decision my company has made. It allows you to have complete visibility of the data flow from beginning to end. It has helped us tremendously in identifying data issues faster and makes the processes transparent for our compliance data. IGEN has empowered my team to troubleshoot data issues and identify areas of improvement with their workflow design. In addition, their support team is always ready to help in a timely manner.

Zahir Mejias
Manager – Tax IT, Energy Transfer
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Our compliance and reconciliation processes are now in one place where we can maintain our own system and troubleshoot any issues ourselves. With our previous solution we relied heavily on outside consultants and our IT group, whose timing was outside of our control.
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Buckeye Partners
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IGEN’s team is awesome to work with. I have nothing but good things to say about them. The working relationships are awesome and everyone is so willing and helpful. It makes a big impact to how our jobs get done. I would highly recommend them.
Finance Manager
Scandinavian Tobacco Group
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We would not have been able to file our returns without IGEN. All of us have been working remotely and utilizing ComplyIQ has made everything seamless. In all of my years of being in the fuel business, I have not found a more supportive software provider.
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Director of Excise Tax
NGL Crude Logistics
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The ComplyIQ platform can handle a lot of different scenarios, which can be added as they come up making it easier on my team.
Pilot Travel Centers
It’s one thing to say that you have good customer service; it’s another to follow up and have action behind that. I feel like that’s been our experience with ComplyIQ by IGEN; great customer service, and full transparency, which we’re looking for in a business partner.
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Director of Wholesale Fuel Accounting
R.B. Stewart
The support is one of IGEN’s strengths. The IGEN team is quick to respond, very helpful, and proactively fixes problems I didn’t even know I had.
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Tax Manager
CSX Transportation
We had a very tight timeline of 20 days. Even after the first meeting, IGEN was off to the races. Their support staff and onboarding team was amazing. In 20 days, they had our excise tax filings off backup spreadsheets. We went from days of trying to get information on the right forms to direct electronic connections with the State of Alabama, Georgia, Tennessee, and Mississippi.
President
Patriot Fueling Center
We had fallen behind on our tax filings between the pandemic and the fact that our terminal software no longer provided a filing system for state reports. After switching to ComplyIQ by IGEN, the onboarding team met the challenge of getting us in compliance with back filings and the ongoing filings. If any terminal needs help in filing their government reports, I would highly recommend ComplyIQ by IGEN.
Corporate Secretary
Cumberland Terminals

Automate form generation with excise tax software

Complex businesses need excise tax software that’s flexible enough to handle changing business lines, regulations, and data. Our form generation engine is built around a data engine, so you can:

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Increase Filing Efficiencies up to 87%
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Reduce Time Spent Preparing & Filing Returns
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Reduce Risk of Inaccuracies

Leave endless data preparation, monotonous filing tasks, and time-consuming audit defense behind. Say hello to intelligent tax compliance in one transparent platform.

Forms Library

Download a complete list of the 800+ excise tax forms and e-files available in our library as of August 2024.

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Get the fastest time-to-value in the industry

Accelerated Onboarding

Our dedicated onboarding team will navigate you through each stage of your onboarding. From project kickoff to comprehensive user training, you can expect a smooth transition from your current filing process.

Client-Powered Onboarding

Come alongside us, configure your own returns, and gain all the necessary skills to manage and scale the ComplyIQ platform for your business.

ComplyIQ accelerated onboarding
Excise tax form software

Transform your data with ease

Data Import

Easily import your excise tax data into ComplyIQ to create a single source of truth.

Data Engine

Ensure your data is accurate, complete, and formatted correctly. Identify unexpected errors, correct those issues, and create automation to resolve similar problems next time.

Visibility into the compliance lifecycle

Visual Workflow-Builder

Configure your reporting process into a visual workflow that allows you to see progress in real-time.

Flexible Architecture

Build & test schedule criteria in a flexible, user-maintainable environment.

Workflow-driven tax process
Manage audits with excise tax software

Defend audits with peace of mind

Transaction Tracking

Track each transaction from its introduction to ComplyIQ, all the way through to its presentation on the form or e-file.

Audit Period Data

Quickly pull all data for an audit period using our proprietary data tools.

SOC 1 & 2 Type 2 Certified

Our SOC 1 Type 2 & SOC 2 Type 2 certifications under all five trust service criteria is a responsibility we take seriously, ensuring that client data is protected and our systems are secure.

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Answers to your questions

Every company we serve is unique, and that’s why ComplyIQ by IGEN is, too. Ready to think differently about managing tax compliance?

Start with the only excise tax software that’s built around a data engine.

Our software accepts flat files (CSV or TXT).

We’re set up for all U.S federal, state and select local jurisdictions. We have an extensive library of jurisdictional forms covering the United States and Canada, and we can add new forms on request.

We’re constantly monitoring changes in tax laws and forms. When there’s a form update, our team will make the necessary changes, test the new form, and make it available to you.

ComplyIQ creates whatever file format is required for the jurisdiction in question. XML, EDI, flat file – whatever keeps you in compliance. The best part? You don’t have to keep track of those requirements. Our software does it for you and automatically creates the correct file format every time.

Where jurisdictions allow, you can e-file your returns directly from our software when and where jurisdictions allow.

We’ll keep your data based on your needs, and we will never remove data without your prior approval.

We’re constantly monitoring changes in tax laws and forms. When there’s a form update, our team will make the necessary changes, test the new form, and make it available to you.

Yes, ComplyIQ lets you build amendment processing directly into your filing workflows. You can file amendments even if another software was used for the original filing. If you have access to past filing data, our team can configure a solution for most amendment processing.

With our robust, built-in report generator, you’ll have access to standard reports such as schedule summaries and monthly totals, or we can build custom reports for management.

Our audit-defense capabilities allow you to track a tax transaction from its introduction to the software all the way through to its presentation on schedules. We can work with you to extract the data you need.

ComplyIQ is a Windows Desktop application hosted in our private cloud and accessed using the RemoteApp web page.

Our support team is available during regular business hours unless specifically requested. The Support Center is your one-stop-shop for access to technical support and our tax experts. You’ll be able to get help and see the status of your tickets. This process ensures tickets are resolved quickly, allows us to track performance, and gives you the option to provide feedback to the team.

Resources

Manual vs. Automated Tax Compliance

‘Automation’ isn’t a buzzword, it’s a game-changer for increasing efficiency, accuracy, and regulation compliance.

Tax Technology Buyer’s Guide

Discover how tax teams are transforming their processes with automation.

From the ComplyIQ Tax Team

Audit Triggers and Proven Strategies for Staying Compliant

What Happens When You File Your Motor Fuel Excise Taxes Late

Navigating Risks in Indirect Tax

Visit the ComplyIQ blog
View the Resource Center

Automate Tax Compliance

Help your business do tax preparation & filing right, with ComplyIQ by IGEN. Talk to an expert today.

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(888)998-4436

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