InnovataxAI Global Group · Consolidated Tax Provision · Automation Overlay
The companion to the flow placemat for the multinational provision — a Canadian parent group, a US federal consolidated group, and a UK subsidiary, one deferred-tax tab per entity. Same sheets, same left-to-right layout — but coloured by automation role: which sheets the macros write from source, which are entered once, which recalculate, and which stay authored by hand. Pick a lifecycle to watch how it moves through the book in execution order — the chained Import, Reconcile, Refresh, Roll-forward and Review, and the two standalone jobs (per-jurisdiction Package imports and the return-to-provision true-up) that run on their own button. Every classification traces to AUTOMATION_PLAN.md.
Discovery is a filename crawl, not a stored path. The source workbooks travel under sources/, one set per period in a folder named for its year, and within each year a folder per jurisdiction (CA, US, UK). The Canadian folder carries the Canadian family and the consolidated financial statements; the US and UK folders carry their own tax packages; the FX-rate actuals sit at the sources root. The crawl matches on both the year and the jurisdiction, so a file can never land in the wrong country's slot.
Zero matches, or several candidates for the same period and jurisdiction, raise a critical Import Errors row and block the source — a file is never picked silently. The demo roll advances the book one year, then imports the next year's source set.
Import runs the chained source nodes — staging and normalized tables from the per-jurisdiction tax packages, trial balance and eliminations from the FS workbook, the CCA pool from the fixed-asset register, and the dirty general ledger. Reconcile repopulates the GL reconciliation from whatever period's ledger is currently imported, so the classification never goes stale. Refresh follows the Refresh Node Plan down the calc graph to the Note. Roll-forward follows the Roll-Forward Node Plan — deliberately note-first, reverse order — snapshotting the disclosure before any upstream number moves. Review recalculates and refreshes the full review register.
The two standalone overlays are unchained: Package is the per-jurisdiction tax imports and the FX-rate import, each on its own button so you can bring in one country at a time; RTP true-up lands the filed-return extracts and trues the deferred layer up. No chained lifecycle runs either one.
Numbered badges are the node-plan execution order; node IDs (REF-*, RF-*, SRC-*) and the gated / non-idempotent flags show in the side panel per step.
Mirrors AUTOMATION_PLAN.md as-built · roles & sequences hand-traced from the node plans · eight entities across three jurisdictions