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Success Story - Transamerica

From Provision to Estimated Payments – Corptax Does It All


The Transamerica state tax team faced several challenges around gathering and analyzing apportionment data for 80+ entities to process 300 state tax returns.

  • Many entities have disregarded LLC’s that roll up to the legal parent; it took more than a week to gather and organize data before apportionment analysis could begin
  • Process included extracting data entity by entity and manually rolling up to the legal parent
  • Spreadsheet often crashed, creating inefficiency when trying to consolidate apportionment for combined and consolidated reporting
  • Entire return process took 2-3 weeks from analyzing data to reviewing results on the return


We implemented numerous efficiencies using CSC Corptax® Office and POV functionality.


With POV pulls, we implement a faster, more efficient process to analyze apportionment by state methodology, and perform data driven reviews for state returns:

  • Save 200+ hours of work compared to our process last year
  • Pull a large amount of data out of Corptax in an organized fashion in a pivot table format
  • Gain time back to quickly analyze, review, and make sure data makes sense
  • Achieve year over year comparisons, allowing us to start returns earlier and with more efficiency
  • Begin analysis after the first data pull instead of spending a week organizing data pulls for one entity at a time