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Just to make you aware, Corptax is not a supported data source for Alteryx, so you may not be able to connect to it. If you would like to see this added as a Data Source please add your Idea to the Designer Ideas board.
Hi Dan, Thanks for your response. I was recently at a KPMG/Corptax training session and they were displaying this Corptax ODBC0-Alteryx connection functionality so I know connection is possible. I spoke with a Corptax Support Rep this morning and they are working on sending me specific setup instructions for connecting. Are you just saying it is not a supported data source meaning connection could be possible but without support?
Ashleen E. Kenney Tax Manager | Verizon Lean Six Sigma Black Belt | CSC Corptax Certified Professional
900 Race Street, 6th Floor Philadelphia, PA 19107
O 267.768.6063 | M 215.805.8844 email@example.com
My understanding is that you can not push to Corptax via ODBC; only pulling of data is available via the ODBC connection. We still use Corptax Office or an import file (generated via Alteryx output) to get data into Corptax