Bloomberg Tax Workpapers
Better than the spreadsheets you know
Stay up to date without manual effort
Quickly see what’s new and which calculations need to change with relevant updates surfaced directly in Workpapers.
Turn ideas into workflows instantly
Create step-by-step data transformation workflows in moments by describing your needs in plain language.
Work through complexity with confidence
Get expert-informed AI answers to complex questions and help with formulas – without leaving your spreadsheets.
Automated spreadsheets tailored for tax
Between constant regulatory changes and growing workloads, you can’t afford to waste hours manipulating data. Bloomberg Tax Workpapers automates data prep and streamlines calculations in a controlled environment so you can focus on more strategic work.
Take control of your data
Maintain a clear audit trail by tracking every change and controlling user permissions. Increase transparency with documented workflows, version control, and workpaper signoffs on a cloud-based platform.
Simplify data-intensive processes
Reduce manual steps and errors with automated data cleansing and preparation. Generate complex formulas with less effort by using natural language prompts instead of syntax language.
Empower confident decision-making
Know your calculations are always up to date with the latest rates and rules from Bloomberg Tax Research embedded in your spreadsheets. Get answers to complex questions with AI powered by authoritative content from tax experts.
Tax tested. Tax approved.
“Using Bloomberg Tax Workpapers, I know where the data is coming from and I know that it’s correct. That gives me assurance that the output is correct and I can explain it.”
Christine Kennedy
Associate Tax Director
Hyland Software
“Bloomberg Tax Workpapers gives clients the ability to use data in multiple ways, getting rid of duplicative work that occurs over the course of a year.”
Becky Hawkins
Associate Tax Director
Riveron
“Having a starting point is going to save us a lot of time compared to opening up a blank Excel that has nothing on it and saying ‘build me a roll forward for this complex calculation’. This is going to save hours and hours of work.”
Matthew Russell
Domestic Tax Manager
Hyland Software
Industry acclaim
See Bloomberg Tax Workpapers in action
Bloomberg Tax Workpapers simplifies the tax process by automating manual steps and reducing risk to help you focus on what matters most.
Discover how you can:
- Take control of your data with built-in controls and full auditability
- Simplify data-intensive processes with automated prep and workflows
- Make confident decisions with embedded tax intelligence
Complete the form, and a representative will contact you to schedule a demo. We’ll discuss your team’s unique needs and explore how Bloomberg Tax Workpapers can support your workflow.