Level Up Your Excel Workpapers with Tax Agents, Tax Data Foundation and Microsoft Power Platform

1.0 CPE credit in the field of Taxes (TX)

Excel remains the backbone of tax work—but disconnected data, manual updates, repetitive validation, and email-based reviews can make even well-designed workpapers difficult to scale. In this interactive session, we’ll demonstrate tax professionals how tax-owned data sources, SharePoint, Power BI, Power Apps, Power Automate, and Copilot can layer automation, data connectivity, review validation and AI intelligence directly on top of the Excel based processes tax use every day. We’ll start by mapping how tax data Lakehouse creates a unified, governed data foundation for tax.  From there, we will show how to build tax agents that pull data into workpapers, validate key inputs, trigger review workflows, and orchestrate recurring tax tasks. This session will leave the participants with a practical blueprint for connecting Excel workpapers to governed data, automation, analytics and AI. The result is an approach that helps tax teams reduce manual effort, strengthen controls, improve data transparency, while keeping Excel as the tax user interface.

After this session, participants should be able to:

• Enhance Excel based tax workpapers using the Microsoft ecosystem, understanding how tax database and the Power Suite extend spreadsheet workflows with automation, data freshness, and AI assistance.
• Design a reliable data foundation in tax data Lakehouse that strengthens the integrity of Excel workpapers through structured ingestion, validation, security, and lineage.
• Identify practical opportunities to use “tax agents” with Power Automate and Copilot Studio, enabling automated data collection, variance checks, workflow triggers, and other Excel integrated automations that reduce manual effort and risk.
• Create a repeatable blueprint for modernizing tax workpapers, allowing teams to scale automation and intelligence into more processes using tools already included in their Microsoft environment

Delivery: Group Internet Based

Prerequisites: None

Advanced Prep:None

Program Level:Basic

Cost: There is no fee to attend this session  

Information about CPE Eligibility To receive CPE credit for participation in a BDO USA, P.C. Events webcast program, you must respond to the occasional attendance checks that appear throughout the program and be in attendance for a minimum of 50 minutes. Attendees can view their progress on meeting the requirements in the Earn Certification panel on the audience console. Green checks will appear after each requirement is met and your certificate can be downloaded at the end of the webcast. 

Please Note: Per BDO USA, P.C. Events’ CPE Compliance policy, CPE will not be issued for programs that fail to comply with the NASBA Standards, or to individuals who do not meet the attendance requirements. For questions regarding CPE credit, please contact [email protected]. 

For more information regarding administrative policies such as complaint or refund, please contact [email protected]. 

BDO USA, P.C. Events is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:  www.nasbaregistry.org