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.
AI-enabled tax workflow automation
Reduce manual effort, improve accuracy, and accelerate tax workflows with intelligent AI. From answering complex tax questions to automating data transformations, Bloomberg Tax Workpapers combines powerful AI with trusted tax expertise in one centralized platform.
Move beyond spreadsheet-based state tax calculations with a governed, centralized calculation environment.
- Reduce manual spreadsheet dependency with a centralized calculation environment built for tax workflows.
- Improve confidence and consistency through system-maintained tax rules, configurable calculations, and transparent calculation methods.
- Support planning, reporting, and organizational growth with scenario modeling, rollforwards, and enterprise-scale entity management.
Stay informed on tax developments relevant to your workpapers with automatic monitoring and analysis.
- Surface relevant tax developments and updates that directly impact the contents of your workpapers.
- Reduce time spent manually monitoring research sources and tracking regulatory changes.
- Quickly understand the impact of new developments through conversational follow-up questions and guided responses.
Get immediate answers to complex tax questions without leaving your workpapers.
- Access fast, reliable answers backed by Bloomberg Tax Research and authoritative content.
- Spend less time searching tax documentation, regulations, and guidance.
- Reduce workflow interruption by resolving questions and validating decisions directly within your workpapers.
Simplify the process of creating, understanding, and troubleshooting formulas with AI-assisted guidance.
- Generate and refine formulas faster with guided AI assistance.
- Reduce formula errors by identifying and resolving issues before they impact calculations.
- Simplify advanced calculations and spreadsheet logic.
Turn business requirements into step-by-step workflow instructions tailored to your desired outcome.
- Simplify the creation of data transformation workflows.
- Generate tailored, step-by-step instructions based on specific business requirements and desired outputs.
- Reduce setup time when configuring new workflows.
Generate, validate, and refine data workflows with AI assistance.
- Minimize manual effort by converting workflow requirements into automated processes.
- Improve accuracy through real-time validation and iterative workflow creation.
- Build and update workflows quickly while maintaining confidence in data transformations.
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.