TaxPoint Intelligence · Dashboarding

TaxPoint Intelligence: control over your ERP data.

With TaxPoint Intelligence, we make ERP data locally searchable, filterable and controllable. Not publicly accessible and not as a public web app, but as a dashboard layer in your own environment for tax, finance, audit and filing.

4 June 2026 Alexander Breekpot Tech & Compliance

A lot of finance data is technically available, but hard to access in practice. It sits in ERP screens, standard reports, exports and separate Excel files. For review work, that is inefficient. You want to search, filter, sort and click straight through to the invoice, source row or finding that matters.

That is why TaxPoint is developing a local dashboard layer alongside the TaxPoint Enhanced Report: TaxPoint Intelligence. The Enhanced Report first builds the enriched item-level dataset; Intelligence then turns that data into a workable environment for people who need to control, explain, report and file. VAT is a logical first use case, but the same system is broader than VAT alone.

Local and controllable

Not publicly accessible, but immediately usable

A key principle is that dashboard output can be used locally. The output consists of a folder with an interactive HTML report, local assets, source references, Excel review packs, audit files and, where relevant, XML/XBRL files. That folder can be placed in the organisation's OneDrive or SharePoint environment, for example.

No public website is needed and there is no default upload to an external platform. The report is not publicly accessible; the browser is only used to open the local output inside the chosen client environment. The data stays there, while the user still gets the experience of a modern interactive application.

The dashboard is not a new ERP system. It is a control layer on top of data that already exists, but is often not searchable or reviewable quickly enough in the source system.

Exceptional search

Search in ways ERP systems usually cannot support

The search function is at the heart of TaxPoint Intelligence. In many ERP systems you can look up a document, but it becomes difficult when you want to search across multiple tables, invoice fields, source rows and control fields at the same time. That is exactly where tax and finance review work needs more flexibility.

In the dashboard output, you can search by almost every relevant field: document number, supplier invoice number, customer name, customer number, supplier, supplier number, ship-to name, ship-to customer, counterparty, VAT number, country, document type, source file, source row, VAT code, VAT box, AP/AR, finding and more.

On top of that, you can filter by direction, VAT code, VAT box, country, document type or specific finding. Tables can be sorted by date, document number, counterparty, VAT number, code, box, taxable amount, VAT amount, finding and source row. Even detail fields inside a transaction can become filters. An ERP export becomes a reviewable dataset instead of a static file.

From overview to action

Stoplights show where review is needed

TaxPoint Intelligence uses a stoplight system to make review priority visible. Green means there are no relevant open review points. Orange means substantive review is needed. Red means an issue must be resolved before the process can move forward, for example towards filing or formal review.

For VAT, this can include EU 0% transactions without a usable VAT number, inconsistent VAT code use, invoices outside the period, hospitality costs, VAT-group transactions, reverse charge signals or differences between source data, VAT return boxes and EC Sales List totals.

The important point is that a finding does not remain a loose line in a report. You can move from the stoplight overview to the finding, from the finding to the relevant transactions and from the transaction to the source row and invoice line.

From finding to evidence

The route to the invoice should be short

A good dashboard does more than say that something needs attention. It shows where to look. From a finding, the underlying transaction set opens. From a transaction, a detail view shows document details, VAT code, VAT return box, counterparty, VAT number, amounts, source row, invoice line and control information such as VIES status where available.

That route saves time. Reviewers do not need to go back separately to the ERP, an export or a manual working file to understand where a signal comes from. The control logic, transaction and evidence sit next to each other.

More than dashboarding

Audit files and filing outputs from the same dataset

The dashboard layer is the front end of a broader TaxPoint output pipeline. The same controlled dataset, for example built with the TaxPoint Enhanced Report, can also be used for Excel review packs, standard audit files and output files for compliance processes.

Audit files record which source files were used, which run and configuration were applied, how source data was normalised, how transactions reconcile to reporting outcomes and which reconciliations were performed. That makes the route from source data to report and finding traceable.

Where the required mapping, validation and local formats have been set up, the same output pipeline can also generate XML/XBRL files or other standard files for VAT returns, intra-EU/EC Sales Lists and Intrastat. If a filing file is not yet ready for use, the output can instead record which blockers must be resolved first. Review, audit trail and filing then come from one controlled dataset, not three different files.

Broader use

Not only for VAT, but for tax and finance

VAT is a logical first use case, because it depends heavily on transaction data, invoices, countries, counterparties, VAT codes and return boxes. But the same dashboard method can be used more broadly.

For Transfer Pricing, the focus can be on intercompany flows, countries, counterparties and amounts. For environmental taxes, on product data, volumes, countries and classifications. For customs, on goods flows, origin, invoice information and import/export patterns. For finance control, on AP/AR, suppliers, customers, cut-off, unusual postings and source controls.

The core idea is always the same: locked ERP data is made locally accessible in a form that tax, finance and compliance teams can actually work with.

What TaxPoint Intelligence delivers

The practical value sits in the combination of these elements:

A local HTML dashboard report that can be opened inside the client environment.
Search, filtering and sorting across almost every relevant ERP, invoice and control field.
Stoplights and findings that lead directly to transactions and source rows.
Excel review packs for full data export and further analysis.
Standard audit files for run information, source control and reconciliation.
Output files for tax and compliance processes, including blockers where mapping or validation is still missing.

Alongside the Enhanced Report

Reporting explains what is happening; Intelligence makes it navigable

The TaxPoint Enhanced Report builds the enriched, controllable dataset at item level. TaxPoint Intelligence makes the same dataset interactively navigable: from overview to finding, from finding to transaction and from transaction to invoice line.

That combination matters. Management gets overview and interpretation. Reviewers get a working environment in which they can search, prioritise and find evidence quickly. Finance keeps control over the underlying data, audit trail and output files.