Data Wrangling—Accelerate tax automation The emergence of wrangling tools provides tax departments an enhanced ability to automate and add greater value by building automated processes to prepare, blend, and analyze data in a scalable and repeatable workflow. Data wrangling solutions can significantly reduce time spent manually manipulating data, while reducing the risk that is inherent with manual intervention and supporting your tax department’s digital transformation.

Data wrangling is the process of retrieving raw data and making it useful for analysis and reporting

Extraction / source data Staging and preparation Analysis Integration

Extract Blend Analyze Use & Share

Enrich

3 2 1

Data is aggregated from multiple Rulesets are applied to align, Cleansed data is loaded sources and in different formats enrich and prepare the data into downstream systems using APIs / 3rd Party adaptors for effective use Sample Use Cases Why Deloitte Learn More

• Trial balance consolidation, preparation, and administration Deloitte’s Tax Management Consulting (TMC) • Fixed asset & depreciation data enrichment/validation practice deploys hosted and custom tax portals, For more information, visit Deloitte Tax Management Consulting • Sales & use tax reconciliation processes analytics tools, as well as spreadsheet analysis and custom data solutions to address tax www.deloitte.com/us/movetaxforward • VAT reconciliation processes challenges and complex data issues. TMC helps • State apportionment and state modifications position the tax department as a strategic • and business-defined rulesets business partner for the digital era. • Complex M1 calculations (e.g. stock based comp/pension) • Credit calculations (FTC / &D) Deloitte is ITR’s back-to-back (2018 & 2019) ‘Americas Tax Technology Firm of the Year’ • Forecast allocations • Intercompany reconciliations International Tax Review (ITR) has honored Deloitte for excellence and innovation across • Analytics and reporting Tax Technology and Transfer Pricing.

One to two months Proof of Concept – one to two months Sprint Cycles - two to three months

Identify Enable Fail Fast Learn Continuously Improve Iterate

Thing Big Start Small Act Fast

Thinking big requires going beyond business-as- Select area(s) within Tax where the data needs Our Hybrid Agile methodology is a modular, flexible usual. Visioning sessions establish the framework are complex and begin to blueprint. Continue to approach that will serve as the foundation for for a successful roadmap and technology strategy. recalibrate as changes develop while beginning a continuous sprint deployments. similar exercise(s) for additional areas within Tax. Tax Centralized Tax data 3 Prioritized phased Expand technology Data technology data access transformation approach - “ROI” integration with Blueprint vision point for tax (process & logic) driven each sprint

Technology Continuously leverage Connection of Scalable tax Pilot / Proof Reporting enablers new technology technologies technology of concept and Analytics (“Fabric”) capabilities

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