Success Story - Hewlett Packard (HP)

Challenge

When HP shifted its compliance process to an outsourced model, the move seemed practical at first. But over time, the Global Tax team realized the new approach came with its own set of challenges.

“We were still managing and validating all the data for our external provider,” said Abdul Ameed, Tax Data Analyst. “There were redundancies everywhere. Calculations were happening in Excel instead of their system, and reconciliation was extremely difficult.”

The extra validation work left little time for analysis or critical oversight. Key data was spread across multiple sources and spreadsheets, with no single place to verify results. Each handoff introduced new chances for manual error, and the process grew increasingly complex, making it difficult to meet deadlines or feel confident in final filings.

“Everything became fragmented,” Ameed explained. “By the second year, management could see it wasn’t sustainable. Reviews were tough, and our cycle stretched to almost seven months.”

After three years, HP leadership reengaged Corptax to bring compliance back in-house, with a deliberate focus on automation, consistency, and long-term scalability.

Solution

Rather than simply restoring the prior setup, HP used the opportunity to start fresh. Working closely with Corptax^® Professional Services, the team implemented CSC Corptax^® Domestic Compliance, U.S. International Compliance, Entity Management, BEPS CbC, Office/POV, and automated adjustments, rebuilding the environment from the ground up.

“We didn’t roll anything forward,” Ameed said. “We started from scratch so we could design everything properly—our data inputs, imports, and reviews. That first year was foundational, but it gave us the structure we needed to automate everything that followed.”

HP built a new data bridge linking its provision system and international tax database directly with Corptax through a SQL Azure environment, feeding live results into Power BI. Corptax served as the central hub, standardizing data and automating the flow between provision and compliance. The integration enabled automated reconciliation between systems, supporting HP’s real-time provision-to-return process.

“With Power BI pulling from both systems, we saw differences right away,” Ameed said. “It’s no longer a reconciliation exercise, it’s a review. That gives management trust in the numbers we file.”

Standardized templates and automated validations that were built in Corptax replaced manual spreadsheets and brought structure and control to every stage of the process. Corptax Office/POV streamlined data loads and report generation, while automated adjustments removed repetitive, entity-by-entity work. HP also improved the Form 1118 Foreign Tax Credit process using Corptax next-generation forms. This created greater consistency and transparency across global entities and aligned global reporting with BEPS CbCR capabilities.

To promote collaboration, HP established role-based user groups so international, state, federal, and tax technology teams could work in one environment instead of in silos.

Partnership was central from day one. From the earliest design stages, Corptax consultants led detailed mapping reviews, documentation, and targeted training sessions to close knowledge gaps and ensure a durable, scalable setup.

“We worked hand-in-hand with Corptax Professional Services to design smarter, more automated workflows,” Ameed said. “By gathering feedback from all our tax groups early in the process, we built a stronger, unified framework that set us up for success.”

Results

HP’s Corptax reimplementation established a scalable foundation for automation and AI-enabled tax operations, while delivering measurable efficiency gains and renewed assurance across its global tax organization.

• Improved efficiency by more than 40%. Replaced manual prep and reconciliation with automated data imports, validations, and reporting.

• Shortened compliance cycles. Reduced from seven months to about six in the first year, with a goal of three to four months going forward.

• Strengthened accuracy and control. Improves audit readiness and eliminates version-control issues with standardized templates and validation checks.

• Expanded data accessibility and reporting. Corptax integration provides easy access to current, reliable data and automated report generation across entities.

• Enhanced collaboration. Role-based access allows global teams to work together in one Corptax environment with full transparency.

• Boosted morale. Less repetitive work and better balance during peak filing periods improves the employee experience.

• Built a scalable foundation. The new environment supports HP’s next phase of automation and AI-enabled tax operations aligned with the company’s mission to “Shape the Future of Work.”

“The process feels completely different,” Ameed said. “Now we’re analyzing instead of reconciling and collaborating instead of digging through spreadsheets. Management can see every step, and we all trust the data.”

By rebuilding its tax infrastructure with Corptax, HP transformed its compliance process into a streamlined, transparent operation—turning a complex reassessment into a model of innovation and control. The effort strengthened the team’s foundation for continuous improvement and positioned HP to shape a smarter, more connected tax function.