August 2010 ACT Webinar
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1 August 2010 ACT Webinar Best Practices Utilizing Tax Technology Dial in passcode Thursday, August 17, 2010 Jay Turchin McGladrey (212)
2 Welcome Ray Imbrogno, Director Global Tax at Pfizer, Inc. and current President of ACT -- The Tax Technology Association ACT is the preeminent association for corporate tax professionals who are interested in advancing operational effectiveness through the broad use of technology. ogy 1
3 Webinar Housekeeping Your phone line will be muted throughout the presentation. Please use the Q&A feature for questions or concerns during the session. We will answer as many questions as possible at the conclusion. Please exit out of all other applications that t are currently running on your computer to optimize today s viewing of the webcast. Today s slides will be available after the webinar and can be found by clicking through the link on our website In order to qualify for CPE credit, you must attend the entire session, answer the polling questions, and complete the survey at the end of the presentation. 2
4 Agenda Business Requirements - Tax Life Cycle - Risk Management - Adding Value Technology - Automate the process - Work flow tools Data Collection - Where is it coming from - What am I getting - How do I get it - Where does it get stored 3
5 Business Requirements Today's environment - Budget pressures - Higher visibility to cash management (forecasting tax payments) - Risk Management - Continued focus on the efficiency and automation of the entire tax life cycle Provision, estimates & extensions, compliance, budgets & forecasts, supporting documentation, management reports, true-ups, calendars and what-if scenarios 4
6 Technology Undertake software selection process or enhance your current implementation Be sure to address the entire tax life cycle - Provision - Compliance - Planning - Data collection - Workflow with calendar, status reporting and metrics - Document Management Integrate to the highest degree possible 5
7 Best Practice Tax Life Cycle Provision Estimate/ Extensions Uniform Process Data Same Tools Budget/ Latest Estimate What-if Modeling Audit/ Amended
8 Tax Life Cycle - Provision Vendors - Vertex Provision Central Tax Office (CTO) - ONESOURCE (TR)Tax Provision (TAXSTREAM) - CORPTAX ERP Tax Provision (AGP, ADP, IFRS) - Tax Dimensions (custom built for each client) - Longview Tax Provision - Estimate/ Provision E-Tax Risk LLC Extensions Uniform Process Data Same Tools Budget/ Latest Estimate What-if Modeling Audit/ Amended
9 Tax Life Cycle - Compliance Vendors - Vertex Income Tax Compliance Domestic/International - OneSource(TR) - CORPTAX ERP - ProSystem FX (CCH) - Tax Dimensions Provision Estimate/ Extensions Uniform Process Data Same Tools Budget/ Latest Estimate What-if Modeling Audit/ Amended
10 Tax Life Cycle Planning & Reporting Vendors - Red Moon etaxcalendar / etaxauditroom - OneSource(TR) - CORPTAX ERP Office, State/Fed Planner, WorkSpace - ProSystem FX Workstream (CCH) - BNA Corp. Tax Analyzer - Liquid Engines(TR) Provision Estimate/ Extensions Uniform Process Data Same Tools Budget/ Latest Estimate What-if Modeling Audit/ Amended
11 Tax Life Cycle Workflow & Document Management Vendors - ONESOURCE (TR) Workflow Manager - CORPTAX WorkSpace - Red Moon etaxportal - ProSystem FX Document/Portal (CCH) Provision Estimate/ Extensions Uniform Process Data Budget/ Audit/ What-if Latest Amended Modeling Estimate Same Tools
12 Best Practice Tax Life Cycle Provision Offerings Provision Estimate/ Extensions Uniform Process Data Same Tools Budget/ Latest Estimate What-if Modeling Audit/ Amended 11 11
13 Data Collection Where is it? ERP and other source systems - Tax sensitization How do we get it? - Data collection tools Remote access Web based tools Portals Tax packages 12
14 From Raw Data to Meaningful Analytics 13
15 Tax Data Warehouse & Workflow Architecture Process Management and Workflow Calculation & Reporting Solutions Adhoc Reporting Solutions Tax Data Warehouse Document Management Electronic Documents Other Financial Data Sources Data Warehouse Loading Process Web Data Collection Other GL Systems Budgeting System ERP Other GL s/ Source Systems HR/Outside Providers 14
16 So I ve got a good handle on my data How s your process? Leverage erage all that data Review your processes Design solid and efficient processes Create documentation and operations manuals Integrate your data suppliers and clients into your process Automate good processes Integrate workflow, document management and analytic tools 15
17 Technology Good data, good processes, your team is on board and they see the value Design the technology architecture to support the enterprise wide tax function Review the functionality of all your current software - Align your new processes with the current state of software implementation - Assess the gap analysis 16
18 Questions??? 17
19 Upcoming ACT Events Next Webinar - Entity Management : If only we could. H t d b CORPTAX - Hosted by CORPTAX - October 19, :00p.m. EST 2011 Annual ACT Conference - June 20-22, Loews Coronado Bay Resort, San Diego, CA - Registration will open in December
20 Thank you for Attending! For more information about ACT or to join ACT, please visit About McGladrey - RSM McGladrey is a leading professional services firm providing accounting, tax and business consulting services. RSM McGladrey operates in an alternative practice structure with McGladrey & Pullen, LLP, a partner-owned CPA firm that delivers audit and attest services. Though separate and independent legal entities, they work together to serve clients business needs. Together, the companies rank as the fifth largest U.S. provider of accounting, tax and business consulting services (source: Accounting Today), with 7,000 professionals and associates in more than 90 offices. - RSM McGladrey and McGladrey & Pullen serve clients' global business needs through their membership in RSM International, the seventh largest worldwide organization of independent accounting and consulting firms (source: International Accounting Bulletin), with more than 700 offices and more than 30,000 professionals in 76 countries. - We serve both privately held and public companies, and our client list represents some of the top names in manufacturing and distribution, construction and real estate, health care, financial and business services and the public sector. - RSM McGladrey s Tax Practice created the Tax Process and Technology (TPT) group to help clients improve the overall quality of their tax reporting and functioning of their tax departments. TPT professionals work with organizations to identify and explore existing and potential opportunities in both the tax compliance and tax planning processes. We assist clients in restructuring and optimizing processes to make workflow more efficient, speed compliance efforts, reduce and eliminate bottlenecks and improve the integrity of tax data. Our goal is to provide more useful, relevant information to enhance the decision-making process. 19
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FINAL PROGRAM The 2007 Enterprise Risk Management Conference: Tools to Manage Risk Effectively Sponsored by: Conference: October 30-31, 2007 November 15-16, 2007 Grand Hyatt Coronado Island Marriott New
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