Tax operations
We redesign how the work moves from source documents to reviewed output and build the systems to run it. You get two things: the working system, and the know-how for your people to run it and change it themselves.
Run each step in order. Each run is recorded with when it finished, how long it took, and the result.
| Order | Run | Action | Status | Completed | Result |
|---|---|---|---|---|---|
| 1 | Run | Receive packages Brings in each entity’s tax package See it on the floor | Complete | · 32s | 16 of 16 entities received |
| 2 | Run | Extract source figures Reads each figure from its source document See it on the floor | Complete | · 48s | Every figure traced to its source |
| 3 | Run | Roll forward and calculate Carries closing balances into the new year See it on the floor | Complete | · 37s | Openings agree to last year |
| 4 | Run | Review checks Recomputes and ties the provision to its sources See it on the floor | Complete | · 16s | All checks pass |
| 5 | Run | Record judgment Valuation allowance on a loss carryforward See it on the floor | Awaiting reviewer | Not yet complete | Waits for a reviewer |
Step 5 Record judgment: choose the valuation allowance
The loss carryforward gives a $500,000 deferred tax asset. Losses in two of the last three years weigh against using it; a contract-backed projection of $400,000 a year weighs for it.
Weigh the evidence on the floor →Describe the result and permitted changes.
Create the action and check it in Excel.
Give people a clear place to run it.
Show what ran, its status, when, who and how long.
Permit valid runs and block unsafe ones.
Capture before the change and compare afterward.
A published example
A 90-tab tax provision workbook took 20–30 hours to roll into a new year by hand. AI-assisted Excel macros brought that task down to under two minutes.
Read how the roll-forward was automated →RESULTAnnual roll-forward
Annual roll-forward of one company's workbook. See the case study for the scope and method.
Every engagement delivers two things: the work your department needs, and the support your team needs to make it part of how they operate.
All services →We redesign complete tax workflows and build the systems to run them. That can mean connected provision workbooks, shared automations, or AI-assisted workflows that carry work from source documents through preparation and review. Checks, controls, and maintainability are part of the build.
We work with your team as they learn the new process and put it into use. Documentation, practical training, and support through the handover give people room to ask questions, work through changes, and become comfortable running and maintaining the system.
Where practical, we build and test with synthetic data. If real data is needed, we agree how it will be handled before work begins.
How we handle data →
Work directly with Kyle
I am a former Head of Tax at a Vancouver-based SaaS multinational, with 17+ years in public practice and in-house tax. I built that department and most of its processes.
I have prepared and reviewed the work, taught it to others, and handed it over. I bring that experience to redesigning tax workflows around the technology your team has available, then helping the team put the changes into practice.
More about Kyle →The Factory Floor shows how inputs become a workbook, how errors are caught, and where a person makes the decision.
Kyle's writing on AI, Excel, and the work of a tax department.
Working on Excel through an AI puts you one layer removed from the sheet. A practical look at the two tools that matter now, the in-workbook add-in and the external AI that writes and maintains your automations.
Why AI cost surprises even the companies that can afford it, and what a tax department should do about it.
Reports about AI and jobs prompt a practical question for tax professionals: which part of your work can you start improving?
Describe the work your team repeats and the tools you use. We can talk through where automation could help.
