This user group is for anyone who works with money in their data. Maybe you're in the finance or accounting department at your organization, or maybe you use Alteryx to analyze tax and audit data. Perhaps you work at a bank or are a consultant in the financial sector. No matter who you work for or what your title is - if there's money in your data, this user group is for you.
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I've pondered this idea for quite sometime and I'm guessing that someone has already figured out how to do it.
Has anyone figured out how to use Alteryx to complete PDF tax forms or extracting the data from a standardized tax form?
For example, the schedule K-1 is standardized (for the most part) so, I'm guessing that the data extraction would be pretty straightforward.
Or, another example, most US tax forms are pretty standardized so the data completion would also be pretty straightforward.