Hello! I am a new Alteryx user this year in my company's tax department. My coworkers and I would really like to create workflows to help with our state income tax apportionment process but the process is so daunting that we are not really sure where to even begin. We're a large consolidated retailer and file in almost every state. Our current excel spreadsheets are probably at least 15 years old (they predate my time here) and very cumbersome. Does anyone have suggestions for how they started or how they organized their workflows?
Thank you!
Kayla
Hi, could you please send me the examples you have too?
Thank you.
Hi All!
Since I have seen a lot of users posting their emails publicly here, I just wanted to clarify a few points involving our Community guidelines. While we're happy to see users sharing information please refrain from posting your emails on public forums and boards as anyone can access this boards. We recommend sharing emails over our private messaging system as this allows users more control over who has access to their email while still allowing for the sharing of information.
Thank you,
KylieF
Community Specialist
Curious if I could also get the State Apportionment template! Thank you
Thomas - I would love to see any state apportionment examples you have as well. Thank you
Hi All!
I'll talk to the leadership team about this, but I think we may be able to have someone do their presentation about their apportionment workflow and how they went about it on our Q1 User Group WebEx meeting. Let me know your thoughts!
Best,
Alejandra
Hi All - I'm not sure if the team was able to share the video on this but I no longer have access to them in Dropbox as I have been taking time away from the leadership position.