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Tax, Audit + Office of Finance

State Apportionment Help

kllagud
5 - Atom

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

17 REPLIES 17
staceyitrontax
6 - Meteoroid

Hi, could you please send me the examples you have too?  

 

Thank you.

KylieF
Alteryx Community Team
Alteryx Community Team

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

 

 

________________________________________________________
Program Manager - Community Platform, Alteryx
rsinishtaj94
5 - Atom

Curious if I could also get the State Apportionment template!  Thank you

AshleenKenney
7 - Meteor

Thomas - I would love to see any state apportionment examples you have as well. Thank you

ThomasOmer
6 - Meteoroid
I apologize the first person appeared to be asking generally for examples of workflows which I have but I do not have examples for apportionment. I apologize for any misunderstanding this generated.

Sent from my iPhone
alyon
10 - Fireball

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

kmennell
5 - Atom

I'm trying to get started on this same exact thing! Have you yielded any results so far?

alyon
10 - Fireball

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.