Highlights
- AI is already active in indirect tax workflows, but governance and formal oversight often lag behind adoption.
- A new self-assessment benchmarks your team across five stages of AI compliance maturity, from experimenting to production ready.
- The assessment evaluates eight key dimensions and delivers stage-specific next steps to strengthen AI governance.
AI is already showing up in indirect tax workflows whether or not there’s a formal process behind it. Indirect tax teams are using AI, but how well that use is governed remains an open question.
Tax leaders must ask themselves questions including:
- Are AI-generated tax determinations validated consistently?
- Can a determination be traced back to its source?
- Is there a real budget behind AI strategy, or is it being absorbed informally, project by project?
To help tax and compliance leaders answer these questions, we built the AI Compliance Maturity Assessment. It’s a quick, interactive self-assessment that benchmarks your team against five stages of AI maturity:
- Experimenting: isolated use, little structure, growing risk
- Piloting: real testing underway, but inconsistent review
- Operationalizing: defined review processes and improving workflows
- Governing at scale: clear controls, traceability, and stakeholder alignment
- Production-ready: touchless, transparent, and fully governed AI compliance
The assessment walks through eight key dimensions of AI compliance maturity, including governance, workflow integrations, validation, data handling, traceability, stakeholder alignment, training, and budget. By answering a few questions, you’ll get a clear picture of where your organization stands today, plus concrete next steps to move forward.
No matter where you land, you’ll walk away with practical, stage-specific actions your team can start right away, whether that’s building a basic tool approval checklist or automating validation controls at scale.
