Tax Automation & Innovation

Elevate your tax department from reactive to proactive

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Reimagine your tax function from data to deliverable

Corporate tax departments face a constant stream of new and evolving demands, from ever-increasing regulatory and reporting requirements to the need for improved speed and total tax transparency.

How to meet this mandate? Tax departments must leverage technology — both existing and emerging — to accelerate data-driven insights, improve reporting and ensure regulatory compliance. 

BDO works with companies to design and document processes, extract, transform and load source data, automate tax calculations and streamline tax reporting. Our Tax Automation & Innovation team brings real-world experience and extensive technical knowledge to help your tax department realize the benefits of innovation.  

We provide a process and technology roadmap — paired with robust training and ongoing guidance — to help your team manage complexity and avoid adverse outcomes like noncompliance or missed tax benefits.

How BDO Can Help

Delivering Innovation Across the Tax Lifecycle

We work with clients to optimize the entire data-to-deliverable spectrum, from data sources all the way to final reports.

Data

Gathered from source systems, such as ERP, general ledger, fixed assets, inventory, human resources, sales, purchases, data providers, data lakes, and databases.

Data Engineering

Data modeling, robotic process automation, analytics process automation, master data management, reconciliation, and other technologies deployed based on business need.

Tax Engines

Tax system implementation, configuration or optimization based on selected tax software, including tax provision, income tax, indirect tax, transfer pricing, fixed assets, and more.

Deliverables

Outputs from tax systems and databases, including financial reporting, tax returns, estimated payments, transfer pricing inputs, stat reports, data visualizations, dashboards, and analytics.

Capabilities

We evaluate existing processes within your tax function and help you streamline performance through identification of manual processes and recommendation of best practices to realize optimized tax reporting workflows and output, in balance with the risk mitigation goals of the organization.

We design and develop solutions that automate the gathering, sharing, loading and visual analysis of tax data — speeding time-to-value, mitigating risk of manual data entry, enhancing transparency and strengthening report quality while enabling your team to focus on higher-value strategic tasks.

Whether you are just starting your journey or looking to extend the value of your existing technology, we help select, implement and optimize tax reporting systems, including tax provision, compliance, indirect tax automation, transfer pricing and more.

We work with your tax department to streamline processes and automate manual tasks — strengthening and formalizing all workflows with documentation, standardization and increased process transparency.

We provide training and documentation to your team to understand and confidently use new or existing technologies and processes. We offer live and virtual trainings, user guides, transition guidance and post-implementation support — all custom to your needs.

Free Tax Process Assessment

Transforming the tax function helps businesses recognize valuable time and cost-savings, make smarter decisions faster, and react and respond more quickly to new regulatory obligations and changing market forces. This is where BDO can help with a free Tax Process Assessment. 

Request an Assessment

Tax Automation & Innovation Case Studies

2023 tax innovation webcast series logo

Join this five-part webcast series to explore technology applications across the tax function and gain real-world insight and best practices for implementing your next tax automation project.

Register Now

Tax at the speed of tech podcast logo

Tune in to the podcast for insightful conversations with tax and technology leaders as they share their perspectives on reimagining the tax function to be more efficient, analytical, strategic and future-oriented.

Listen Now

Technologies We Implement

We have strategic relationships with a growing ecosystem of technology vendors including:

alteryx logo.

Thomson Reuters logo.

insightsoftware logo.

Microsoft logo.

Tax Automation & Innovation Insights

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Meet our Tax Automation & Innovation Leader

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