This program examines the basic principles and practical implications of taxology, the study of digital & enterprise technologies in tax. Through accelerated learning, it helps experts at all levels improve technology adoption, navigate tax transformation, and respond insightfully to digital disruption.

It unravels the mysteries of 'technology in tax' with clear, non-technical explanations and stories. It covers (but is not limited to):

•  Taxes: US sales & use, VAT/GST, complex regimes, corporate income taxes, flat & green taxes.
•  Digitalization: SAF-T, Spanish SII, UK MTD and more, with future-proofing for the yet-to-come.
•  Legal Landscape: US tax reform, BEPS/CbCR, EU levies, taxing the digital economy.
•  Trends: Enterprise tax data, live reporting, RPA, AI, and BI & analytics of all kinds.
•  Solutions: Tax engines & tools, ERP tax, agile, platforms, skills, organizational & operating models.

As well as key concepts, there are valuable techniques, user-ready templates, and coherent best practices available for immediate use.

Best of all, it eliminates the confusion, trepidation and guesswork so often associated with technology in tax today.

There are five self-study units (or parts) that make up the core of the Program:

• Part #1: Smart Tax Codes - the possibilities and pitfalls of enterprise tax data using Tax Codes as a prime example;
• Part #2: Smart Automation - the heartbeat of tax solutions and how it can support the entire enterprise, not just tax;
• Part #3: Smart Innovation - realistic steps towards business mastery over tax digitalization with less risk and lower cost;
• Part #4: Smart Projects - how to optimize execution and realize quality within your organization & tech ecosystems; and,
• Part #5: Smart Accounting - representing the data-driven tax function in financial terms, and measuring transformation.

As a guideline, each part contains material equivalent to a one-day classroom course. So, choose your own pace for self-study.

In addition, each part comes with:

1. one or more FREE bonus items, containing either background material or specific industry examples; and,
2. a one hour 1-to-1 with the author to consider topics, discuss the latest thinking,  and underpin certification.

Final certification involves a simple test and a sixth 1-to-1 session (if this sounds daunting, contact us for alternatives).

We recommend you take full advantage of this unique opportunity and aim for certification within three months.

You will quickly gain a firm foothold in a new body of knowledge vital for tax in the digital age. You will discover the experiences of over 200 'technology in tax' projects & initiatives at companies and advisories of all sizes, including some of the largest organizations in the world.

You will learn to devise meaningful strategies, plan effectively, and avoid the costly cycle of trial 'n' error that early adopters & first timers find out the hard way. We examine their trials & tribulations and show you how to benefit from:

• A Better Approach - understand the critical factors and learn how to recalibrate your initiatives for success in the digital realm;
• The Power of Data - know how enterprise data is the lynchpin of everything and vital to fully embracing the information age; and,
• New Capabilities - practical ways to fuse people, process and technology into a cohesive unit for the modern tax function.

Suitable for advisors, managers, and practitioners, this is the best way to get to grips with the new era for tax. Or, go the whole way and become a full-time taxologist. They are in high demand in a world where the boundary between tax and technology is less and less clear.