dentify the repetitive, rules-based steps in your tax workflow that are safe to automate, then build simple automation aids in Excel and ChatGPT — formula-driven review flags, reusable prompts, and standardized templates — that reduce mechanical errors and free up time for technical judgment. The focus is lightweight, low-risk improvement within CB1 authority.
Automate Routine Tax Processes
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Gain insight into a topic and learn the fundamentals.
Beginner level
No prior experience required
3 hours to complete
Flexible schedule
Learn at your own pace
What you'll learn
Identify repeatable tax workflows suitable for low-risk automation such as reminders, categorization, & draft generation
Create simple automation aids in Excel & ChatGPT, such as formula-driven review flags, reusable prompts, & templates, for recurring tax analyst tasks
Details to know
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Assessments
4 assignments
Taught in English
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