Internal Tax Control Testing and Evidence

Overview

This Starter Kit helps tax teams execute consistent, documented control testing across all business units and periods, with evidence stored in a single retrievable location. Control gaps are identified and remediated before external review and tax positions are supported by thorough documentation.

In addition to core workflows, this kit includes guidance for effectively using AI tools alongside the workflows to enhance output.

What problem does it solve?

Tax control testing often relies on manual sampling and spreadsheet documentation, making it difficult to maintain consistent testing logic and evidence collection across jurisdictions and reporting cycles.

What’s included?

• Tax Control Testing Standardizer. Applies a consistent testing methodology across all tax controls so results are comparable across periods and business units.
• Control Evidence Centralized Repository. Stores all control test evidence in a single structured location so it is retrievable and complete when auditors request it.
• Early Control Gap Identifier. Surfaces control gaps ahead of external review so remediation timelines are workable rather than compressed.
• Tax Position Documentation Builder. Assembles thorough documentation for tax positions so they are defensible under audit scrutiny.
• Tax Control Health Aggregator. Aggregates control test results into a consolidated view so leadership can assess overall tax control posture at a glance.
• Optional AI Guidance. Learn how to generate financial commentary using AI.

Extending your workflow with AI

This Starter Kit is AI-ready, meaning it’s designed to help you leverage AI tools more effectively with structured, analysis-ready data. With this Starter Kit, you can:

• Prepare high-quality, structured data ideal for LLMs
• Apply AI tools more effectively and consistently
• Combine deterministic analytics with generative AI for enhanced outputs

How it works:

• Build and run the Alteryx workflow to prepare and analyze your data
• Export structured outputs
• Use the included guidance to input results into your preferred LLM

How to use this Starter Kit?

After downloading, you’ll be redirected to our How to Use Starter Kits page for step-by-step guidance on installing, locating, and exploring Starter Kits in Alteryx.