Tax Filing & Compliance

This is where tax analyst work gets real. Everything you have built — Excel workpapers, ONESOURCE navigation, research habits, communication skills — comes together here in the day-to-day compliance work that corporate tax departments depend on entry-level analysts to execute accurately and on time. Tax Filing & Compliance is the fourth course in the Tax Analyst with AI Skills Professional Certificate. Across five short courses, you will develop the core compliance skills that form the backbone of an entry-level tax analyst role: identifying filing requirements and due dates using the ONESOURCE entity calendar, applying compliance checklists to validate source data and required attachments before submission, preparing Excel tax workpapers that map book amounts to ONESOURCE return input fields, populating return fields from approved source schedules and prior-year references, recognizing the core federal and state tax terminology that appears throughout ONESOURCE and workpaper work, navigating the major sections of a corporate tax return, reconciling return amounts to workpapers and prior-year filings, and computing book-to-tax differences, estimated tax payments, and state apportionment inputs using Excel. This course assumes you are comfortable with Excel workpapers, basic ONESOURCE navigation, and professional communication habits developed in the earlier courses of the program.