Mission critical BPM & GRC

Software for Tax CMS — for your tax compliance

Your tax-relevant processes are documented holistically and audit-proof with TaxCMS in Aeneis.

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What is Tax CMS?

Tax CMS (Tax Compliance Management System) is an internal control system that helps companies ensure compliance with tax regulations and minimize tax risks. It is a structured system of measures, policies and procedures that aims to ensure tax compliance within a company.

Why do companies need software for Tax CMS?

TaxCMS software offers companies a structured and efficient way to fulfill their tax obligations, minimize risks and optimize their processes. Especially for larger companies or those operating in several countries, such software is almost essential to manage the complexity of tax administration and ensure that all regulations are met.

Challenges without software for Tax CMS

Without software for a Tax Compliance Management System (Tax CMS), companies face a number of challenges that can significantly complicate tax compliance and increase risks:

  • Increased error rate
    Without a digital solution, the probability of human errors in calculating, documenting and submitting tax data increases. These errors can result in incorrect tax returns, which in turn can result in financial penalties, interest, or even legal consequences.
  • High manual effort:
    Managing tax processes manually requires a lot of time and resources. Employees must collect, calculate, and verify large amounts of data, which reduces efficiency and can cause delays, particularly with complex or multinational tax requirements.
  • Difficulties with traceability and documentation:
    In companies without Tax CMS, it can be difficult to ensure the required transparency and traceability. Tax decisions and processes must be documented in detail in order to be comprehensible during internal audits or external audits. Without a central software solution, this can be messy and incomplete.
  • Complicated risk management process:
    Without a tax CMS, it is more difficult to identify and manage tax risks in good time, which can jeopardize the financial stability of the company. The lack of a structured control system increases the risk of unintentionally violating tax regulations, which can lead to criminal consequences. A comprehensible system protects the company from allegations of tax evasion.
  • Inefficient monitoring and control:
    Manual reviews are time-consuming and vulnerable to gaps, which limits the organization's ability to identify irregularities in a timely manner. Without a documented control system, violations could go undetected, increasing criminal risks, such as allegations of tax evasion. A well-structured system minimizes these risks and supports tax compliance.
Tax CMS manual

Key aspects of a tax CMS in accordance with IDW PS 980

IDW PS 980 is an audit standard from the Institute of Public Accountants in Germany e.V. (IDW), which regulates the requirements for setting up and auditing compliance management systems (CMS). The standard provides a framework for auditors to assess the appropriateness and effectiveness of a CMS. The most important aspects of IDW PS 980 are:

  • Compliance culture: Integrating tax compliance into corporate culture and dealing with violations.
  • Compliance goals: Clear goals that the company pursues in terms of compliance and adherence to tax obligations.
  • Compliance organization: Structure and process organization, roles and responsibilities for implementing the CMS and the identification and documentation of the relevant tax types.
  • Compliance risks: Identifying and evaluating risks that result from non-compliance with regulations.
  • Compliance program: Derivation of specific measures and controls to minimize risks.
  • Compliance communication: Timely and appropriate information gathering and processing, and the development of training concepts.
  • Monitoring and improvement: Monitoring tax process and control risks and reporting on deficiencies and corrective measures for continuous improvement of the CMS.

The TaxCMS module in the Aeneis BPM and GRC software is based on these aspects so that your compliance management withstands every tax audit.

The solution for your tax compliance: the BPM & GRC software Aeneis

With the Tax CMS content module in the Aeneis BPM and GRC software, you have the opportunity to approach your tax-relevant processes holistically:

  • Customizable standard solution: The Tax CMS content module in Aeneis is a standard solution that can be further adapted to the needs of your company.
  • Central documentation: No more cumbersome lists in Word or Excel, but all tax-relevant manuals and templates are integrated centrally into the software.
  • Tax risk management: The Tax CMS is directly integrated into the Risk Management System in Aeneis. There, you can centrally manage your tax risks and controls and initiate appropriate measures. All risks and controls are linked to your process documentation so that you have a direct overview of what's important.
  • Integrated GRC solutions: Various GRC solutions, such as ICS (internal control system), ISMS (information security management system), GDPR (General Data Protection Regulation), etc., are integrated into Aeneis and intelligently linked to the Tax CMS. You can therefore access them centrally via a platform and save yourself duplication of work and a lot of time.
  • Safe and continuous development: Changing security requirements are constantly incorporated into the standard solution and guarantee that you are always up to date.
  • GoBD: You can also combine your Tax CMS with your Procedural documentation in accordance with GoBD, with the GoBD content module in Aeneis.
Dashboard with an overview of the tax risks
Network diagram of a control in the TaxCMS in Aeneis

Automation of tax processes

  • Automated collection and processing: Tax-relevant data is automatically collected and processed in Aeneis, minimizing errors and saving time. This means that you always have up-to-date and precise information available at the push of a button.
  • Workflow automation: Meet your deadlines and tax obligations with automated workflows. This reduces the risk of penalties and ensures that your company always remains compliant.

Tax risk and control management

  • Identifying and evaluating risks: Identify potential problems early on and take proactive measures to reduce risks. Identify and assess tax risks in accordance with IDW audit standard PS 980.
  • Standard risk catalog: Access a risk catalog with 80 predefined tax risks and start your tax risk management quickly & efficiently.
  • Reference to control in processes: Relevant controls and risks are linked directly to your processes and can be viewed with just one click.
Overview of all tax risks in a table

Questions and answers

Can a Tax CMS protect me from criminal tax charges?

A tax CMS can help relieve management or senior executives in criminal tax proceedings. By implementing a tax CMS, management shows that they are actively addressing tax processes in the company and taking measures to avoid tax errors. As a result, the Tax CMS can be an important factor in refuting an allegation of a tax offense.

How can I be sure that I have a robust Tax CMS?

For German companies, the Tax CMS should be based on the BMF letter on § 153 AO, IDW PS 980 and the corresponding practice note. For internationally oriented companies, international regulations (COSO and OECD) and foreign local requirements should also be taken into account.

Is the implementation of a Tax CMS optional or mandatory?

There is no legal obligation to implement a Tax CMS. Rather, the benefits mentioned above (in particular reliefing bodies and building trust in the tax administration) prevail, meaning that implementation is expressly recommended.

Does a tax CMS have an impact on my tax audits?

The existence of a robust tax CMS makes tax audits increasingly easier to manage. Tax auditors are increasingly asking about existing tax CMS and are taking into account the existence of a tax CMS when it comes to the depth of the audit, but also when it comes to possible prosecution and assessment.

Latest success stories

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Process excellence: A successful example of integrated management systems at ATLAS ELEKTRONIK

ATLAS ELEKTRONIK GmbH was able to successfully implement the Aeneis BPM software in just six months. Despite some challenges, such as the integration of various management systems, Aeneis was established as a central platform. Through an effective communication strategy and continuous development, Aeneis became a central component of the integrated management system, which contributed to an increase in efficiency and the quality of processes.

Intellior offers you these benefits

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Minimized risks

Tax risks are identified and managed at an early stage, which significantly reduces the risk of errors and resulting penalties.

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Increased efficiency

Automating processes and centralized management save time and resources, increasing efficiency.

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Compliance

Tax regulations and deadlines are met, which minimizes the risk of legal consequences.

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Transparency & traceability

The central documentation of all tax-relevant processes ensures a high level of transparency and traceability.

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Cooperation

Better communication and collaboration between departments through the centralized provision of tax-relevant information.

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Cost reduction

By reducing errors, avoiding penalties and using resources efficiently, operating costs are reduced in the long term.

See more benefits in a live demo!

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Customer stories about the impact of Aeneis on their day-to-day operations

Thumbnail video Success Story Infraserv
BCM & ICS at Infraserv Höchst
Business Continuity Management with Aeneis I Infraserv GmbH & Co. Höchst KG - Bernd Hientzsch

Bernd Hientzsch from Industriepark Höchst, leading site developer and expert in chemistry-related services, not only provides insights into the world of risk management, but also sheds light on why solid preparation for emergencies is crucial.

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Process management at PMS Elektro- & Automationstechnik
Process Management with Aeneis | PMS Elektro- und Automationstechnik GmbH - Martin Grünwald

Martin Grünwald reports on what process management looks like in everyday life at PMS Electrical and Automation Technology and gives practical insights into how they maintain their high quality standards and constantly improve their efficiency with Aeneis.

Thumbnail video success story KABEG
Process management at KABEG Clinic Klagenfurt
Process Management Software Aeneis at KABEG Clinic Klagenfurt - Michael Baumann

Michael Baumann shows how Aeneis reduced manual work at Klagenfurt Hospital and freed up more time for core medical business and patients. More quality and fewer risks through improved processes through process management in Aeneis.

“We design our process management from functional documentation to an instrument for overall process control. In doing so, we transform our document management system into a lively, always up-to-date process management system and implement the regulatory requirements in Aeneis in a legally secure and digital manner. A core element of this is, for example, the connection of the policy structure with a customer and value-added oriented process structure. ”

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Portrait von Tobias Hehn von der Deka-Bank

“It is particularly valuable for us that Aeneis optimally supports TRILUX's Simplify philosophy: Our employees have easy access to all relevant processes, which results in significantly improved collaboration.
In addition, we can effectively map all touchpoints with our customers and their dependencies in order to align our processes even better with customer needs. ”

#be part of the process
Portrait von Stefan Köster von TRILUX

“Before implementing Aeneids, there was no uniform process model in our company. Our goal was to create a central port for all business areas and management systems, supported by a uniform process model. By using Aeneis as BPM and GRC software, we can digitize our processes in a validated environment and integrate them into a central platform. This enables us to consolidate our global business processes and management systems and laid the foundation for merging the process-supporting application structure. ”

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Portrait von Robin Schmalz von Ottobock

In the past, data maintenance was cumbersome and paper-based. With Aeneis, we have significantly reduced effort, simplified complexity and can now fully concentrate on our actual profession again. Aeneis combines all the important functions we need: process descriptions, risk management, audits, error reporting systems, and much more. The big advantage is that we can adapt it exactly to our structures and needs, which is often not possible with other solutions.

#be part of the process

“Until 12 years ago, we had not documented any processes, just a few work instructions and a few organizational guidelines. Then we got to know Aeneis through an external consultant. With Aeneis as BPM software, we have now mapped our key business processes and organizational structure and integrated everything into a central quality management system down to employee level. This is fully accessible to all our employees and integrated into our existing intranet. The GoToMarket process, which is very important to us, forms the core of documenting our process organization and the organizational chart, which is very conveniently structured in Aeneis, provides guidance about our organizational structure. ”

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Portrait von René Slavik von MHZ

Leading experts from the industry — including in-house consulting managers, quality management representatives, process managers, organizational development managers and risk management experts — presented their valuable experiences and successes with Aeneis at the BPM|Symposium. They shared exciting insights into integrated management systems, process-oriented organizations in critical infrastructures, and interesting best practices. In this video, you can see brief statements about their experiences with Aeneis in everyday business. Have fun watching!

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“We didn't have any process documentation before, just a few instructions and forms. But then, as part of further training, we got to know another company that had already successfully used the system. With Aeneis as BPM and GRC software, we have now documented our processes and integrated them together with our documents, instructions and forms into a central management system. This led to improved knowledge of processes and cooperation and thus to fewer frictional losses and extra work. ”

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Portrait von Nils Werner von ppg

“In the Infraserv Höchst Group, I worked for over 15 years as a responsible coordinator for process management and as a management representative responsible for the PRISMA integrated management system (software Aeneis) and the associated certifications. Aeneis has given us the flexibility to successfully implement the many requirements with an integrated management system and to be 'compliant'. The modules offered or our own customizing provided us with very good support.”

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Bernd Hientzsch von Infraserv Höchst

“Since 1990, SHD has developed into one of the market-leading companies in the areas of IT infrastructure and process digitization.
Among other things, we recommend ISMS @Aeneis to our customers so that they can master ISO 27001 and NIS2, take their risk management to a new level and to protect them in emergencies (business continuity management). The innovative power is unwavering, so with Aeneis we are looking forward to implementing our clients' great ideas.”

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“As an official service partner of intellior, we offer you a first-class solution for GoBD-compliant process documentation with GoBD@aeneis. This platform not only serves as a basis for tax compliance, but also enables precise monitoring and management of tax risks. By comprehensively documenting IT systems and interfaces, Aeneis maximizes application acceptance and effectively supports you in optimizing your tax processes and preparing for tax audits — everything is fully integrated and automated. With Aeneis, you can rely on efficiency, compliance and future security for your business processes. ”

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Understanding, optimizing and securing success-critical processes.
Your tax compliance with Tax CMS in Aeneis.
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