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USING ALTERYX TO CONNECT ONESOURCE DATA TO CUSTOM TAX DASHBOARDS

August 9 @ 2:00 pm - 3:00 pm EDT

Free
BDO Free CPE Webinars

Participants of the free live webinar will be eligible for 1 CPE credit.

Register

Tax department leaders are relying on technology more than ever to contend with aggressive reporting deadlines, new reporting regulations and reduced headcount. The key benefit of a well-designed and properly implemented tax software is the mitigation of calculation error; technology can also be used to automate the preparation of a company’s internal and external reporting needs.

BDO, Thomson Reuters ONESOURCE and Alteryx are excited to share ideas for designing, building and managing custom tax dashboards that will transform complex datasets into easy-to-understand tax reports.

This webinar is jointly sponsored by BDO USA, LLP (“BDO”), Thomson Reuters and Alteryx. Information that you submit in connection with this webinar (e.g., registration information, courses selected) or that we collect about you during your participation in this webinar will be shared between BDO, Thomson Reuters and Alteryx. BDO, Thomson Reuters and Alteryx may use your information for the following purposes: event-related purposes; to contact you with information and offers about BDO, Thomson Reuters and Alteryx either individually or together; and as otherwise set forth in BDO’s, Thomson Reuters’ and Alteryx’s respective privacy policy. Please contact Betsy Ziegler with any questions.

After this webinar, participants will be able to:

  • Discuss key design aspects of tax dashboards to meet a company’s internal and external reporting needs
  • Recognize how to create a repeatable process to transform raw transactional tax data into a customized tax dashboard
  • Identify best practices for storing, managing and retrieving historical data for tax dashboards
Delivery: This webinar will be delivered via the BDO Online CPE Network
Prerequisites: None
Advanced Prep: None
Credits: 1.0 CPE credit in the field of Computer Software & Applications
Program Level: Basic
BDO USA, LLP 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

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