Defensible, faster filings for tax teams with Alteryx One
A governed way for tax teams to validate data and file positions that still hold up years later
A governed way for tax teams to validate data and file positions that still hold up years later
Tax work runs across an ERP, a tax engine, and the jurisdiction rules that still live in spreadsheets. More of that work now involves an AI agent,too. Alteryx keeps the data connected across all three systems, so every position still traces back to where it started — no matter which system, or which agent, touched it last.
Tax work runs across many connected workflows, not a single one.
Filing logic — the jurisdiction rules, rates, and exceptions behind every position — holds up long after the return goes out. That doesn’t change when an AI agent is the one running the calculation; the rules it works from are still the ones your team defined.
Crowe scaled a siloed, Excel-based tax practice into a governed analytics program, training more than 190 professionals and moving 100+ workflows into production across its tax organization.
Alteryx sits alongside the tax engine and ERP your team already runs, handling the validation and jurisdiction rules neither system covers on its own. When an AI agent works inside that same stack, it picks up the same boundary lines.
With Alteryx One, tax teams file faster, trust positions on first review, and take on new jurisdictions without adding headcount.
Filing work spreads evenly across the period as data becomes available, instead of compressing into the days before a deadline. Less is left unresolved once the filing window finally closes.
What one person knows about mapping a jurisdiction’s rules becomes a workflow the team owns and can extend as the work evolves. Nobody starts over when someone leaves or the rules change.
Every filing draws from one governed source, so figures match on first review, freeing the team to focus on what the position means for the client, not whether the number itself is right.
Baker Tilly cut time spent processing and preparing tax deliverables by more than 50%, and reduced errors in regulatory reporting by more than 70%, automating data prep and reporting with Alteryx.
When a rate or jurisdiction rule changes late in the cycle, the workflow flags what’s affected and by how much. Tax decides the override, working from the same governed source every time.
Validated positions and workpapers move straight into the filings, provisions, and disclosures that depend on them. The filing and every downstream report draw from the same source data, start to finish, every time.
A new jurisdiction or client engagement inherits the same governed structure already in place, not a rebuild from scratch. Coverage grows without adding overhead as the practice expands to new clients.
Global Tax Management automated its sales and use tax compliance workflows with Alteryx, cutting manual processing by 50% across a growing client base.
Alteryx One runs analytics at enterprise scale with the compliance and audit trails finance needs, and the security and controls IT requires.
The return files without a scramble. Every position traces back to the same source, so nobody re-checks a number that’s already been checked. Auditors get evidence without a special request. The logic behind the filing carries forward from one year to the next, unchanged unless someone approves the change.
This powerful automation transformed what used to be hours of intricate, manual work into an efficient process. This improvement has not only unlocked invaluable time for our team but has also infused consistency into every aspect of our process.
The standard for trustworthy AI in finance is VURA: visible, understandable, repeatable, auditable. Each finance function meets it in its own work.
Visible means anyone can see how an output was produced. Understandable means a reviewer who did not build the logic can still follow it. Repeatable gets the same answer from the same inputs, every cycle. Auditable puts the evidence in place before anyone asks.
Tax teams can see this pattern applied directly in these AI-Ready Starter Kits — pre-built workflows that skip the blank canvas and get a team started faster:
Vertex, Avalara, and provision systems calculate tax and record positions, but a filing rarely runs on their inputs alone; source data and jurisdiction exceptions get resolved before the calculation runs. Alteryx validates that data and applies the rules your team relies on, then feeds clean figures into whichever engine does the calculating, without asking you to replace what already works.
No. Alteryx works alongside whatever tax engine or provision system your team already runs, handling the data validation and jurisdiction logic that sit outside what any single system covers on its own. Your tax engine keeps calculating; Alteryx connects it to the rest of the filing process, with no migration and no new system of record.
No coding required. Alteryx workflows are built visually, dragging and connecting steps the way you’d sketch out a process on a whiteboard. Tax professionals who understand the jurisdiction rules or filing logic can build it themselves, and Ask Alteryx can generate a starting workflow from a plain-language description of the process, so the first draft doesn’t start from a blank canvas.
The calculation logic inside your workpapers moves into a governed Alteryx workflow, so it keeps running the same way, just without breaking every time a spreadsheet gets renamed or a formula gets overwritten. Your filing checklist keeps tracking deadlines and sign-offs the way it always has, and Alteryx runs the calculations underneath those tasks.
Yes. When filing logic runs as a governed Alteryx workflow, a reviewer can see which data fed the calculation, which rules applied, and why the position was reached, the same way for every return the workflow touches. That holds up whether the review comes from an internal reviewer, an external auditor, or a taxing authority.