Alteryx automation

Review every tax computation at once

1 min 16 sec. No narration, captions on screen.

Every tax computation brought together for review, in 1 minute 16 seconds. No narration, captions on screen.

Alteryx

Years of tax computations, rarely reviewed together. An Alteryx workflow brings every computation into one place, automated and auditable with every step visible, and feeds dashboards the tax team can use for insight, share with finance and the business, and use to raise its own profile.

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Transcript: the words on screen
  1. 0:00Years of tax computations. Rarely reviewed together.
  2. 0:02Alteryx automation / Review every tax computation at once. / Combine · Compare · Analyse · Share
  3. 0:04How it connects / Alteryx brings every computation together for review.
  4. 0:0901 · The start / Each computation: dozens of schedules.
  5. 0:1301 · The start / Hundreds of data points, each with a story to tell.
  6. 0:14Every line, a data point
  7. 0:17And every tab holds more
  8. 0:1902 · Alteryx / One workflow, run for every computation.
  9. 0:22Batch macro: one run per computation
  10. 0:2502 · Alteryx / Inside the macro: the workflow run on each file.
  11. 0:26The workflow inside the batch macro
  12. 0:27Combine and prepare
  13. 0:29Create datasets for analysis
  14. 0:3202 · Alteryx / Automated and auditable: every step visible.
  15. 0:32Automated and auditable / Every step visible on the canvas / Runs the same way every time / Compares every computation at once
  16. 0:3702 · Alteryx / Back in the main workflow: every sheet output.
  17. 0:39Output tax computation sheets
  18. 0:4202 · Alteryx / One combined dataset, in seconds.
  19. 0:44Every entity, every period
  20. 0:4603 · Insight / Dashboards for insight and analysis.
  21. 0:47Filter by entity
  22. 0:48Filter by accounting period
  23. 0:5103 · Insight / Spot trends, savings and risks.
  24. 0:51Compare and analyse to find / Trends across entities and years / Areas for possible tax savings / A potential risk of penalties, quickly
  25. 0:5603 · Insight / Shared directly with your team.
  26. 0:59Tax Comp Analysis, in Teams
  27. 1:0103 · Insight / Raise the tax team’s profile.
  28. 1:02Share the analysis / Within the team, for discussion and review / With the wider finance team / With the business, as strategic insight
  29. 1:06In summary / Your tax data, telling its story. / Every computation, combined automatically / Compared and analysed in one place / Reports and dashboards in minutes / Shared widely, raising the team’s profile
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