Pre-Conference Bootcamp Add-Ons

Learn how Corptax AIT streamlines the tax provision process from setup through calculations, reporting, and analysis. Gain hands-on experience configuring workflows, automating tasks, and managing interim provision settings. Explore how data flows through Corptax while navigating key AIT functionality to analyze provision and interim results with confidence.

Build on AIT fundamentals with deeper hands-on experience across setup, calculations, reporting, and analysis. Refine your ability to configure workflows, automate processes, and manage interim provision settings, including forecasted rate calculations. Strengthen your understanding of AIT functionality while analyzing provision data and tracing how information flows through Corptax.

Explore the full e-file process for federal, state, and international returns in Corptax. Learn how to create and manage filing packages, submit returns, and navigate each stage of the filing workflow. Gain practical experience using built-in tools to identify, troubleshoot, and resolve e-file issues for a more controlled and predictable filing process.

Deepen your Corptax Office Classic expertise through hands-on exercises focused on advanced, real-world scenarios. Apply best practices while working through complex use cases, strengthen core workflow knowledge, and collaborate with peers and experts to solve challenges. Gain practical insight into how key features are applied in day-to-day tax work.

Learn how Corptax Office Classic integrates with Excel to support structured, consistent tax data workflows. Explore interface navigation, Points of View, and function arguments to analyze and interpret data. Build and configure data maps and Excel templates, then practice submitting and retrieving data between Excel and Corptax with greater accuracy and control.

Gain hands-on experience with the Corptax federal provision process from start to finish. Learn how data flows through the system, explore key tools and profiles, and practice entering provision data. Review reports and outputs to strengthen your understanding of the provision workflow and support more confident, accurate analysis.

Take a practical, hands-on approach to preparing Form 1118 in Corptax. Work through domestic entity setup, look-through transactions, and international calculations while building confidence in the end-to-end process. Learn to generate and review Form 1118 outputs and use diagnostic tools to improve accuracy, reduce rework, and streamline compliance.

Stay current on global tax reporting with Corptax Global Minimum Tax (GMT). Learn how the solution supports complex Pillar 2 requirements and global reporting obligations. Explore system setup best practices and review new developments to improve clarity, consistency, and control in global tax reporting.

Build a strong foundation in international tax concepts and Form 5471 reporting within Corptax. Learn how entity classification, sourcing, and E&P impact reporting requirements while developing confidence in setting up entities, managing data, and generating Form 5471 schedules using key system tools and resources.

Continue building core international tax and Form 5471 expertise in Corptax. Strengthen your ability to manage entity data, apply international tax concepts, and generate required schedules. Gain deeper familiarity with setup requirements, data sources, and system tools to support accurate and efficient Form 5471 preparation.

Gain hands-on experience preparing federal, state, and consolidated tax returns in Corptax. Learn how data flows through the system, how to structure returns using profiles, and how to manage data import, entry, and troubleshooting. Explore features like Calculation Review and collaboration tools to improve accuracy and workflow efficiency.

Advance your Corptax compliance skills through continued hands-on practice with federal, state, and consolidated returns. Strengthen your understanding of data flow, return structure, and profile usage while refining data entry, troubleshooting, and adjustment techniques. Reinforce collaboration and calculation review features to support efficient tax preparation workflows.