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Database Technology for the Tax Function
​David M. Flory

Partnership Income Allocations

Ten Rules of Data Management

10 Rules of Data Management for the Tax Function

  1. Know what your data elements are and where to find them.
  2. Learn the basics of database technology.
  3. Establish and utilize a Tax Operations Database.
  4. Eliminate as many spreadsheets as possible.
  5. Keep any and all data on the network, never on local drives.
  6. Recognize that your special circumstances make development easier.
  7. Establish and maintain effective administrative controls.
  8. Limit initial scope.
  9. Focus on integrating outside systems at the database level.
  10. You can do this!
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“Implementing a tax technology strategy that is effective is a real challenge.  Numerous systems must be integrated, much of the technology is highly custom; and, of course, tax is typically a tertiary player in the whole technology game, following the lead of finance and the IT function.  But, where the stars align and tax can assert its needs, the opportunities – and not just in terms of managing operational risks – are significant.”

Ernst & Young – 2014 Tax Risk and Controversy Survey