Tax Technology (TaxTech) and Automation

Tax and Revenue Management October 25, 2025
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Introduction

This course provides a comprehensive overview of **Tax Technology (TaxTech)** and its role in fundamentally transforming tax compliance for both taxpayers and administrations. It focuses on the strategic deployment of technologies like Robotic Process Automation (RPA), Artificial Intelligence (AI), and specialized tax software to automate routine tasks and enhance data accuracy. Participants will learn how to evaluate, select, and implement TaxTech solutions to reduce compliance costs, improve reporting quality, and meet the demands of continuous transaction controls (CTCs) and real-time reporting by tax agencies.

Objectives

Upon completion of this course, participants will be able to:

  • Identify key tax processes that are prime candidates for automation and TaxTech solutions.
  • Evaluate and select appropriate technologies (RPA, AI/ML, specialized software) for specific tax functions.
  • Develop a business case and implementation roadmap for a TaxTech project (e.g., compliance automation).
  • Understand the role of Robotic Process Automation (RPA) in tax data gathering and reporting.
  • Analyze the impact of technologies like e-invoicing and digital ledger systems on compliance processes.
  • Manage the integration of TaxTech solutions with core Enterprise Resource Planning (ERP) systems.
  • Assess the skills gap and organizational changes required to embrace a TaxTech environment.
  • Measure the return on investment and risk associated with TaxTech implementation.

Target Audience

  • Tax Directors and Compliance Managers
  • Tax Technology and IT Specialists
  • Finance and Accounting Professionals
  • Internal and External Auditors (IT/Systems Focus)
  • Consultants specializing in Tax Digitalization
  • Revenue Administration Project Managers
  • Data Analysts responsible for Tax Reporting

Methodology

  • Hands-on workshop using a simplified RPA tool to automate a tax reporting task.
  • Group project on developing a business case for a TaxTech investment (e.g., e-invoicing).
  • Case studies of corporate tax department automation journeys.
  • Discussions on the future role of the tax professional in an automated environment.
  • Guest speaker on implementing a global ERP tax engine.

Personal Impact

  • A strategic understanding of automation tools and their tax application.
  • Ability to drive and lead TaxTech adoption and implementation projects.
  • Enhanced skills in system integration and data governance.
  • Reduced personal time spent on repetitive, manual compliance tasks.
  • Increased value contribution to the organization through strategic advising.

Organizational Impact

  • Significant reduction in tax compliance costs and improvement in efficiency.
  • Higher quality and accuracy of tax data and reporting, minimizing errors.
  • Improved audit readiness through automated control and complete data trails.
  • Faster adaptation to new regulatory requirements (e.g., CTCs, real-time reporting).
  • Mitigation of human error and improved organizational control over tax processes.

Course Outline

Unit 1: The Strategic Landscape of TaxTech

Defining Tax Technology
  • The evolution of TaxTech and its distinction from traditional tax software
  • Key drivers of TaxTech adoption (regulatory pressure, data volume, cost reduction)
  • The impact of continuous transaction controls (CTCs) and real-time reporting
  • The role of TaxTech in improving data integrity and audit readiness
Tax Process Automation
  • Identifying the full tax compliance lifecycle for automation opportunities
  • Prioritizing tasks based on volume, complexity, and human error rate
  • Business Process Re-engineering (BPR) before automation implementation

Unit 2: Core Tax Automation Technologies

Robotic Process Automation (RPA)
  • Introduction to RPA: definition, capabilities, and limitations in tax
  • Use cases for RPA in tax (e.g., data extraction, reconciliation, report generation)
  • Developing and managing "bots" for repetitive compliance tasks
Artificial Intelligence and Machine Learning (AI/ML)
  • Applying AI for complex tax research and interpretation
  • Using ML for automated risk assessment and anomaly detection in returns
  • The role of Natural Language Processing (NLP) in tax reporting

Unit 3: Systems Integration and Data Management

ERP Systems and Data Flow
  • Integrating tax engines and software with core ERP (e.g., SAP, Oracle) systems
  • Ensuring tax-relevant data integrity at the source of the transaction
  • Challenges in data mapping, transformation, and consistency across systems
Specialized Tax Software
  • Overview of specific TaxTech solutions (e.g., indirect tax calculation, transfer pricing)
  • Evaluating vendor capabilities and fit for purpose
  • Implementing a data lake or centralized tax data repository

Unit 4: Implementation and Change Management

Project Implementation Roadmap
  • Developing a structured project plan for TaxTech implementation
  • Cost-benefit analysis and measuring Return on Investment (ROI)
  • Managing vendor relationships and contract compliance
People and Organization
  • Identifying the skills required for a future TaxTech team (citizen developers, data scientists)
  • Training and upskilling tax professionals to manage automated systems
  • Organizational design and the creation of a dedicated Tax Technology function

Unit 5: Risk and Governance

Tax and IT Risk Management
  • Managing the risk of "bot gone rogue" and control deficiencies in automation
  • Establishing governance over automated tax decisions and calculations
  • Ensuring security and regulatory compliance of TaxTech platforms

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