Case study · Tax Technology

Tax Technology Automation for Big Four Tax Practices

Tax teams were moving client data from accounting systems into tax software by hand, then reconciling it. We automated the transfer and the calculation, so engagements took fewer hours and needed fewer review points.

The client

Big Four tax practices serving a large portfolio of corporate and partnership clients across industries.

The challenge

Every return cycle, trial balances and transaction data were re-keyed into tax software and reconciled line by line. Each manual step added review time and a chance of error.

Our approach

Across a large client base, our managing director:

Built data maps and Excel macros to move trial-balance and transaction data into tax software.
Set up direct data imports into ONESOURCE and GoSystems.
Worked with the firms’ internal tax platforms to standardise how client data came in.
Implemented a solution that connected clients’ accounting software directly to tax calculation, pulling transaction figures and calculating sales and use tax.

The results

Manual re-keying replaced with automated imports.
Preparation and review hours saved on every engagement.
Fewer review points and improved accuracy.
Rolled out across a large client base.

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