Bloomberg Tax Workpapers

Trust your calculations are up-to-the-minute

Relying on someone to manually keep your tax calculations up to date is dangerous. Our workpapers solution automatically updates your calculations with the latest tax laws and includes explanations to give you confidence and clarity on any changes.

Watch your data prep itself

You’ve had to spend so much time and energy manually gathering, organizing, and transferring data — until now. Our robust data transformation technology automates data prep to remove manual risks and give you valuable time back.

Gain total control of workpapers

No more interpreting workpapers prepared by someone else. No more accidental changes to calculations, no more chaos. Our spreadsheets include features that enable you to take control over every workpaper.

Use spreadsheets made just for tax

On top of all the functionality you’re used to in Excel, get exclusive features uniquely designed to improve your entire tax process, including automatic tax law updates with explanations to give you confidence and clarity on any changes.

Let tax-centric data transformation do the heavy lifting for you

Unlike generic data transformation tools, Bloomberg Tax Workpapers automates data processes unique to tax professionals, including trial balance cleansing, M-1 flux analysis, and period-over-period roll forwards.

Know everything happening on every spreadsheet

Stop worrying about late entries or last-minute changes to workpapers. With cell-level review tracking, you know whenever a value changes and who reviewed it. Automatic saving, workbook-level signoffs, and a workpaper status tracking and progress dashboard give you ultimate control.

Zoom through tax prep with our tax templates

Bloomberg Tax Workpapers provides templates with the latest tax laws that give you a strong foundation for new legislation and simplify complex calculations such as GILTI, corporate AMT, and GloBE Pillar 2.

See Bloomberg Tax Workpapers in action

Take a quick tour of Bloomberg Tax Workpapers. This minute-long video shows how you can gain control of your spreadsheets with automatic data transformation and time-saving tax-specific functions.

Case study: How Bloomberg Tax Workpapers allows Hyland Software to bring complex calculations in-house

See how an investment in Workpapers technology that integrates with other Bloomberg Tax products created efficiencies and gave the team confidence in their calculations.

“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

Read Case Study

“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

Read Case Study

“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

Read Case Study