Collect it once. Move it without rekeying.
Most of the time in a tax process goes on the data, not the tax: chasing it, reshaping it, rekeying it. We build the collection and the movement so your team can do the work it is qualified for.
Which problem do you have?
No system holds the data, so you ask people for it
Disallowables, capital allowances, transfer pricing balances, R&D costs: every year the same request goes round and the answers come back in every shape. That is a collection problem. ONESOURCE DataFlow gives every entity one template, with validation and controls, rolled forward each year, and reports across all of it from one place.
ONESOURCE DataFlow →A system holds the data, but in the wrong shape or place
Trial balances in three ERP formats, computations that have to be rekeyed into the provision, disclosures typed into the accounts from the tax return. That is a movement problem, and integration is the answer: Alteryx workflows and the ONESOURCE APIs map, check and post the data between systems, with every step visible and nothing rekeyed.
Alteryx for tax and finance →Often it is both. The collection feeds the integration, and we build the two to work together.
Is it worth a conversation?
- 1The same information is collected from several people, more than once a year
- 2Trial balances arrive in three formats from three systems and someone maps them by hand
- 3Figures are rekeyed from one tax system into another, and checked again afterwards
- 4To report across every entity, someone opens every file
- 5Last year's decisions live in a spreadsheet nobody can find
A yes to any of them is worth a conversation. If a system can already give you the data in the shape you need, you do not need us for this, and we would tell you so.
Every entity on one template
One example of a DataFlow collection: a UK corporation tax disallowables analysis. The example is tax, the shape works for anything a team currently emails a spreadsheet for.
How we implement DataFlowSystems connected, data moved, nothing rekeyed
Each one is silent with the steps captioned on screen, and each has its own page you can send on.
Tax data management: questions we are asked
Do we need to replace a system?
No. The tools we use sit alongside your ERP and your tax software. Alteryx moves and shapes data between systems you already have, and ONESOURCE DataFlow collects what no system holds. Nothing is replaced.
Do we need both DataFlow and Alteryx?
Often not. If the problem is collecting data from people, DataFlow on its own may be enough. If the problem is data that exists but is in the wrong shape or the wrong place, Alteryx on its own may be enough. Where both problems exist, the two work together, and we tell you which you need after a short conversation.
Who runs it afterwards?
Your team. Every workflow and template is documented and handed over running, with training on your own set-up, so it does not depend on us or on one person in your team.
Which problem is yours?
Tell us where the time goes today. We will say which of the two it is, or whether it is neither.