Version 1

Are you ready to assess if your tax operating model is ready for the digital transformation?

Begin your assessment

Please note: Responses will not be collected or shared, and certain services may not be available for attest clients.

Continue

Return

TALENT

Statement 1/5

You have sufficient tax talent with the appropriate skills and experience and provide proactive value-added support to the organization.

Response choices

It can be a challenge to retain skilled professionals and to move their mindset from ticking and tying to value-added support. Evaluate your potential cost savings and other benefits by considering a partial tax outsourcing to allow your in-house professionals to focus on value-added activities.

Neither agree nor disagree

Next question

Continue to support your professionals in adding value by updating your tax operating model with the latest in technology and automation.

Strongly agree

Next question

To move your team to the next level, consider taking a fresh look at available technologies and automation.

agree

Next question

With a limited pool of talent, it can be difficult to find the right people. Evaluate your potential cost savings and other benefits by considering a partial tax outsourcing to allow your in-house professionals to focus on value-added activities.

Disagree

Next question

It can be challenging to find the right talent, which may be attributed to various factors, including a lack of available or qualified talent in the workforce. Our tax outsourcing services—domestic and global—can help fill that void.

Strongly Disagree

Data

Response choices

Next question

Raise your hand and ask for help. Manual data manipulation can take significant, ongoing time for the tax team. Consider using data-wrangling tools to potentially increase automation for your business.

Strongly Disagree

Next question

Time spent on data-gathering and reformatting may limit the time available for value-added activities for tax. Consider using data-wrangling tools to potentially increase automation for your business.

Disagree

Next question

There is always room for improvement in tax transformation readiness. Consider performing a data fit gap analysis to identify tax data requirements and explore ways to automate.

Neither agree nor disagree

Next question

Consider taking your tax transformation readiness to the next level, including creating a technology roadmap to support a long-term vision by incorporating data analytics and emerging technologies.

agree

Next question

Consider taking your tax transformation readiness to the next level, including creating an agile technology roadmap that allows for continual change. Get closer to the business and enterprise technologies, and connect with Deloitte technologies to explore emerging trends.

Strongly agree

You can easily obtain tax-sensitized data, including legal entity trial balances, in the format you need, allowing your organization to automate 85 percent or more of its tax calculations.

Statement 2/5

Response choices

Next question

Let’s take the first step together. Imagine a tax department with a centralized portal to store documents, a calendar, workflow identification, centralized data collection, and more. Connect with us to hear how a portal may benefit your tax department.

Strongly Disagree

Next question

Break it down into bite-size portions. Imagine a tax department with a centralized portal to store documents, a calendar, workflow identification, centralized data collection, and more.

Disagree

Next question

Consider the approach of gradually deploying throughout the organization to capture quick wins and build momentum for change. Imagine receiving data-driven insights and dashboard functionality at your fingertips to drive toward key decisions.

Neither agree nor disagree

Next question

It’s a journey. Consider performing a refresh by confirming appropriate trackers are in place in the right modules. Additionally, we may be able to help you increase data-driven insights and dashboard functionality at your fingertips to drive toward key decisions.

agree

Next question

That is a great step toward building a scalable model. Continue to invest in proper education, and stay up to date on key enhancements. Connect with Deloitte technologists to learn about the synergies of connecting data management functionality to your portal-based business processes.

Strongly agree

You use a tax portal with a data and document management system, a tracker or calendar, a workflow tool, and dashboards to efficiently manage and monitor your organization’s tax operations.

Operations

Statement 3/5

Response choices

Next question

Not sure where to start? Connect with us today to help you develop a strategy and future-state vision.

Strongly Disagree

Next question

Have you started drafting a vision statement? Deloitte can work with you to develop one and provide insights from subject-matter specialists in your industry.

Disagree

Next question

Do you have numerous thoughts and ideas, but don’t know where to start? Deloitte can help you prioritize improvement opportunities for your tax operating model based on a cost-benefit analysis and identify areas where you may be able to increase value to the business.

Neither agree nor disagree

Next question

Glad you have been able to organize your thoughts and ideas. Deloitte can help you prioritize improvement opportunities for your tax operating model based on a cost-benefit analysis and identify areas where you may be able to increase value to the business.

agree

Next question

Great to hear you have a roadmap. Revisit it twice a year to update for business, regulatory, and technology changes.

Strongly agree

You have defined a two-to-three-year future-state vision for tax. You know where you are going and how to get there, including having a roadmap with prioritized action steps.

Strategy and vision

Statement 4/5

Response choices

That’s OK; you’re not alone. Deloitte can help. Deloitte professionals can provide a tax department assessment that will outline your current competitive landscape and potential opportunities to create differentiation within your industry.

Strongly Disagree

Deloitte works with many companies in this type of situation—and can provide a general view of how your company stacks up and industry best practices.

Disagree

You have some idea, but don’t know where you really stand. Sound about right? Deloitte can help you to make sense of your data and find a path forward.

Neither agree nor disagree

Get in touch with us soon to talk through how we can help you drive your business case for investment.

agree

Conclusion

Now that you have the data, Deloitte can help you stay ahead of the technology curve and continue to derive actionable insights and practical solutions.

Strongly agree

You know how your organization compares to similar-sized companies. You have conducted a gap analysis of your organization’s current state to leading practices and developed a list of opportunities to pursue to achieve your organization’s desired future state.

Competitive analysis

Statement 5 5

Begin your assessment

Return

Continue

Now that you have a better understanding of the potential opportunities to transform, learn more by viewing Operations Transformation for Tax services, including tax insourcing and tax outsourcing.

CONCLUSION

Conclusion

Tax operating models—redefined

OPERATIONS TRANSFORMATION FOR TAX SERVICES

Return