Tax & Accounting Blog

Is Your Research Credit Documentation Ready?

Is Your Research Credit Documentation Ready?

Here is a little secret for you… The taxing authority may have already drafted your Research Credit disallowance! In 2008, the IRS published an audit techniques guide that included Exhibit E — Substantiation Write-up Supporting a Notice of Claim Disallowance. This document is currently used by most IRS and state taxing authority teams to support … Read More

New York Tax Leaders Help Each Other with Data Management Issues

New York Tax Leaders Help Each Other with Data Management Issues

Some of the topics discussed at last week’s tax data management roundtable discussion included growing global operations and the need for accuracy and speed in tax processes. The event featured 40 New York tax professionals from companies in the area and many in attendance expressed that multiple systems were a challenge, especially with systems that aren’t integrated. Data can be difficult to find when it’s located … Read More

Planning to Win the Data Management Lottery? Attend this Webcast To Find Out…

Planning to Win the Data Management Lottery? Attend this Webcast To Find Out…

How can you leverage the work you have done to allow others to quickly access it and pick up where you left off? When you use software to compute your income tax provision, you have a powerful tool to enable efficient processes. How you (and the people who follow you) use this tool is what … Read More

onesource

Industry Leaders Talk Data Management in Pittsburgh

I recently caught up with 25 senior tax professionals from the Pittsburgh business community to gain valuable insight through interaction.  During the roundtable, top tax professionals shared their challenges with technology and the gaps that exist in streamlining the data management aspect of their day to day tasks. This interactive corporate tax discussion brought together professionals representing a diverse range of departments … Read More

2012 ACT Conference Recap from Disney

2012 ACT Conference Recap from Disney

The 2012 ACT Conference sessions wrapped up with topics focused on automation, processes, and the future of the tax department. Attendees had the opportunity to attend a number of sessions that addressed different approaches to saving time. Stephen McGerty, VP and Head of ONESOURCE Tax Provision and Workflow, Thomson Reuters presented with Marcia Aulenback, VP of … Read More