Alter Everything 190: Alteryx Use Cases in the Tax Industry
Jul 30, 2025
In this insightful discussion, Adrian Steller, the Director of Tax Technology at Ryan, shares his expertise in VAT compliance and automation. He delves into how Alteryx transforms tax processes, revolutionizing efficiency and data workflows. Adrian highlights real-world applications, including overcoming challenges with traditional Excel methods and explaining the complexities of tax data management. He also provides practical tips for newcomers to Alteryx, emphasizing the importance of gaining mastery through small projects and community support.
AI Snips
Chapters
Transcript
Episode notes
Tax Processes Excel Dependency
- Tax data processes heavily rely on Excel, starting with data extraction and reformatting.
- These processes include reconciliation, adjustments, and reporting across multiple systems and tax requirements.
Alteryx Simplifies Tax Data Workflows
- Alteryx simplifies tax data workflows by importing and transforming data without altering the source.
- It offers intuitive tools for reconciliation and analysis, reducing complexity compared to Excel's formula-heavy processes.
Complex Transfer Pricing Automation
- A complex project used Alteryx to query SQL databases, reformat data, and automate file packaging for transfer pricing.
- The workflow ran on schedule with error logging and email alerts for process monitoring.