Alteryx + ONESOURCE Tax Provision

Trial balance to Tax Provision, in Alteryx

1 min 27 sec. No narration, captions on screen.

The group trial balance into Tax Provision by API, in 1 minute 27 seconds. No narration, captions on screen.

Tax ProvisionAlteryxAPIs

Every provision starts with the trial balance. An Alteryx workflow loads the group trial balance into ONESOURCE Tax Provision by API: one file for the whole group or piecemeal, status checked after each submission, accounts mapped to the add-back once, or extracted straight from the ERP in the same workflow.

ONESOURCE Tax Provision services → Book a 30-minute call Also on YouTube
Transcript: the words on screen
  1. 0:00Every provision starts with the trial balance.
  2. 0:02Alteryx + ONESOURCE / Trial balance to Tax Provision, in Alteryx. / Import · Upload · Check · Trace
  3. 0:04How it connects / Alteryx loads the trial balance by API.
  4. 0:0901 · The start / In Tax Provision, the provision reads zero.
  5. 0:1301 · The start / The group trial balance sits in Excel.
  6. 0:1702 · Alteryx / Enter your own details. No assistance needed.
  7. 0:20Credentials · region · dataset · file path
  8. 0:2202 · Alteryx / Works in all three ONESOURCE regions.
  9. 0:24EMEA · APAC · US
  10. 0:2602 · Alteryx / One workflow runs every API call in order.
  11. 0:28Find the dataset for the selected year
  12. 0:29Create the bridge job
  13. 0:31Load the trial balance file
  14. 0:32Check every API call succeeded
  15. 0:3302 · Alteryx / One file for the whole group.
  16. 0:34Submitting the trial balance / Every group entity in one go / Or piecemeal, if you prefer / Status checked after each submission
  17. 0:3902 · Alteryx / Finished in 24.7 seconds.
  18. 0:4302 · Alteryx / Why APIs? They do far more than trial balances.
  19. 0:44The same APIs can / Submit trial balances / Post manual perms, temps and after-tax adjustments / Extract data with the new OData APIs
  20. 0:5003 · Result / The provision dataset, populated.
  21. 0:5503 · Result / Set up once: accounts mapped to the add-back.
  22. 0:57P250 · meals and entertainment
  23. 0:5903 · Result / Every figure traced to source, time-stamped.
  24. 1:02Source: bridge import
  25. 1:0404 · Go further / Osprey’s pre-built Alteryx tools for ONESOURCE.
  26. 1:05Ready-made API tools for / ONESOURCE Corporate Tax / ONESOURCE Tax Provision / ONESOURCE Statutory Reporting / Corporate Tax to Tax Provision integration
  27. 1:1104 · Go further / Or extract straight from your ERP.
  28. 1:12One push of a button / Extract straight from your ERP / Transform in the same workflow / Into Tax Provision in minutes
  29. 1:17In summary / One push of a button. / Loads the trial balance by API / Confirms the submission worked / Across every group entity / Can transform or extract data on the way
More short videos

Three more, each with its own page

30 sec The connected ONESOURCE close in 30 seconds 44 sec ONESOURCE DataFlow in 44 seconds 1 min 28 sec Every trial balance, into Statutory Reporting
The whole library