Overview

Google, IBM & Meta Certificates – 40% Off

One Coursera Plus subscription covers most Professional Certificates on Coursera.

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.

Syllabus

Apply Tax Compliance Checks
- This module introduces the ONESOURCE compliance dashboard as a daily triage tool. Learners practice interpreting common status flags, prioritizing work by severity, and avoiding common mistakes such as over-escalating in-progress items or assuming a completed step means a return is ready to file. The module emphasizes a core operational distinction: the dashboard shows workflow status, while filing readiness must be confirmed separately.
Prepare Tax Workpapers in ONESOURCE
- This module introduces the role of Excel workpapers in corporate tax return preparation. Learners explore how source accounting data moves from records such as the trial balance and general ledger into organized workpapers and then into ONESOURCE through mapped field codes. The module also introduces the five-tab workpaper structure and emphasizes the importance of using the final filed prior-year return when verifying carry forwards.
Corporate Tax Fundamentals
- Build the vocabulary that supports daily corporate tax work. This module introduces core terms such as book income, taxable income, Schedule M-1, carryforwards, estimated tax payments, and apportionment, with a focus on where these terms appear in workpapers, returns, and ONESOURCE.
Examine Tax Return Structures
- This module introduces Form 1120 as a connected return structure rather than a simple set of data-entry lines. Learners examine how amounts should trace from source support to workpapers to return lines, and how cross-references and tie-outs help confirm return accuracy. The module builds a review mindset focused on traceability, zero-difference tie-outs, and early identification of structural issues.
Apply Corporate Tax Calculations
- This module introduces the habits that make routine corporate tax calculations reliable and reviewable. You will learn why reproducibility, traceability, clear labels, and consistent rounding matter in tax workpapers, and how to structure files so another reviewer can follow the logic from source to output. You will also practice summarizing core tax concepts in a concise, Excel-style format that supports efficient internal review.