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On Demand

Transform the Tax Workflow: From a Deliverable-Centric to Calculation-Centric Process

Event Details
Sep 5, 2024   – 
On Demand, 53 minutes
Event Contact

For too long, tax departments have taken a deliverable-centric approach, which focuses on the end-result needed for compliance, but often introduces risk by leaving core parts of the tax calculation workflow untouched. Join Anna Pleshakova, Alyssa Schelbert, and Frances Alonso of Bloomberg Tax to learn about the value of moving toward a calculation-centric process focused on optimizing the part of the process where the core tax work is performed – your workpapers.

Learning Objectives:  

  • How to avoid duplicative process and decrease risk by focusing on enhancing the entire tax workflow  
  • How to apply the right tool to the point in the workflow where it makes sense
  • Understand that filing forms is a must-do, but should not be the strategic focus of a tax department

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