Everything In One Place with Corptax WorkSpace

Centralize, Track and Control Processes and Documents

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With its powerful suite of document management, workflow and project-tracking tools, Corptax® WorkSpace provides a unified solution for managing tax-related documents, processes, and activities—in a single place.

  • Automate and streamline document handling with stronger security, versioning, retention, file-locking and expiration activities
  • Search across structured and unstructured data to find information in a flash
  • Facilitate collaboration and information-sharing with increased visibility and easier access to documents, files and workpapers

Corptax WorkSpace provides user-defined controls to manage processes and the stream of data and documents flowing through your department. Each process can have its own set of controls for document access, review, task assignment, approval, status and reporting.

Team members can work collaboratively from anywhere, in real time. And access can be tailored to each user’s needs. Plus, WorkSpace requires no investment in IT or infrastructure—it’s delivered through our SaaS environment.

Extend the power of Corptax WorkSpace with packages targeted to specific tax activities. Click the tabs in this section to learn more about:

  • Audits and research credits
  • Compliance and tax contingencies
  • Sales tax

Audit Management Package

Well-defined audit management processes provide real-time views of what transpires during a company’s audit cycles. Through a common platform, Audit Management makes tracking and managing tasks related to the audit process systematic—including notification of audit commencement, document gathering and delivery, settlement and any resulting filings.

  • Track and report on status of deliverables for audits
  • Manage and track multiple audits, including all tax areas, jurisdictions and tax years
  • Manage information requests and responses, including assignments, due dates and supporting documentation
  • Implement controls to ensure review and approval processes are followed
  • Collaborate in a secure environment

Research Credit Management Package

Research Credit Management provides a common platform to manage, track and report on all documents, deliverables and tasks required to support the research credit calculation.

  • Improve the sustainability of claimed credits
  • Leverage a personalized Research Credit management tool and process—without the cost and risk of custom development
  • Create R&D surveys to facilitate data gathering and enhance existing processes
  • Elevate the user experience by executing assignments, notifications, survey completion and resulting management metrics related to your process

Compliance Management Package

Compliance Management provides a common platform to track and report on the status of all compliance deliverables in one place. By collaborating in a secure environment with centralized storage, tax professionals can easily comply with current laws and regulations and ensure payments and filings are correctly processed in a timely manner.

  • Track, report and review the status of deliverables for federal, state and international compliance
  • Establish standardized procedures for the preparation, review and approval of deliverables
  • Review and manage forms, reports, elections, disclosures and statements required for filings
  • Easily create management reports by filtering, sorting and grouping on any attribute

Tax Contingencies Management Package

Tax Contingencies Management provides a common platform to manage and track the inventory of tax positions, implement standards for consistent periodic reviews, and establish standard templates and processes for identifying and documenting new and existing tax positions.

  • Easily share and review documents with colleagues
  • Develop and manage an inventory of tax positions
  • Categorize supporting documentation by tax positions
  • Conduct periodic reviews, analysis and updates of tax positions
  • Track certification requests from businesses for information on tax contingency activities

Sales Tax Management Package

Sales Tax Management provides a common platform to manage, track and report on the status of all sales tax deliverables in one place—simplifying sales tax compliance processes and e-filing.

  • Track and manage inventory of filings for reporting jurisdictions
  • Manage company sales tax deliverables to comply with laws and regulations
  • Review and manage specific documents related to the return process, including credit schedules, prepayment requirements, returns and check requests
  • Manage handling and resolution of notices received
  • Ensure payments are processed according to policy and submitted on time
  • Easily create management reports by filtering, sorting and grouping on any attribute

At Work for Clients

Webinar: Client Insights—The eBay Story
Hear eBay Tax Technology Manager, Michael Hart, share best practices for achieving results using Corptax Workspace as part of the Corptax Single Solution.

Webinar: Client Insights—The FLSmidth Story
Learn how Corptax WorkSpace helped fast-track FLSmidth’s return to provision process as part of the Corptax Single Solution.

Case Study: FLSmidth Success Story
Discover how FLSmidth transformed its tax workflows and processes—improving the tax team’s productivity and responsiveness, and enabling faster processing and reporting throughout the financial, tax, compliance and audit landscapes.

Learn more about our clients' success...

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