The Corptax Loan-staff Advantage

Corptax Loan-Staff Services

Filling Gaps and Fueling Growth

Not Outsourcing—A Strategic Extension of Your Team Often mistaken for outsourcing, loan-staffing is actually staff augmentation—temporary help to cover absences, meet deadlines, or bring in expertise. “We don’t replace jobs, we strengthen teams,” says Clark Roland, Sr. Director of Technology Operations. “It’s short-term help without the long-term commitment.”

Provides help cost-effectively, no red tape or ramp-ups required Protects your system and data integrity Keeps your tax data securely in-house Builds independence and confidence

If you’re already using Corptax, it just makes sense. Not only do they fill in where needed, they know the tech and help you get more from it. You don’t have to figure everything out yourself.

— Senior Tax Leader, Oracle

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More than a Service—A Safety Net Our engagements are flexible and fast—often just a week or two—and more than 70% of clients re-engage us for new and recurring projects. We cover:

Compliance— federal, U.S. international, state

Global Minimum Tax and BEPS CbCR

Provision— monthly, quarterly, and annual

Automation, analytics, and tax planning

System setup and data gathering

Corptax collaborates, mentors, and teaches in order to foster our growth.

— Corporate Tax Manager, The Greenbriar Companies

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Compliance—Federal and U.S. International

Our federal compliance experts assist with every facet of your return:

Corptax U.S. international compliance specialists provide a world of help:

Update ownership and historical E&P records Import GL data, post E&P adjustments Source international amounts Run calculations and review diagnostics and reports Provide International form prep and e-file assistance

Import GL data, tie out/reconcile data, post adjustments Provide book-to-tax workpapers and reports Consolidate standard and mixed returns Perform e-file set up and diagnostic review/resolution

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Compliance—State State compliance can be complicated for multistate companies handling fast-changing rules. We swing into action day-one:

Load and reconcile state apportionment data Upload and enter state modifications Prepare separate, combined, and consolidated returns Review and resolve state e-file errors

Corptax is definitely my first choice for loan-staff help. All assigned state returns were finished on time, even with my incomplete workpapers. — Senior Tax Manager, Planar Systems

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Pillar 2 and Global Minimum Tax Leverage our expertise to calculate, analyze, and file with confidence, using best practices and the latest guidance. Update ownership, tax jurisdictions, and key entity details Import GL, CbC Table 1, and supplemental data Run calculations and review diagnostics and reports Generate standard reports and GIR filings Assist with notifications, QDMTTs, and e-file prep

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BEPS Country-by-Country Reporting We support a streamlined process from setup through filing and ensure an accurate reflection of your organization.

Build CbC groups and configure account mappings Load top-side adjustments and reconcile data flows Use BEPS CbCR analytics tools to review results Convert off-line Table 1 calculations Assist with final report generation and e-filing

When I need help with returns, I need someone who can make a difference immediately. Corptax loan-staff makes any process go faster, and they get the job done. — Staff Senior VP – Chief Tax Officer, FM Global

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Monthly, Quarterly, and Annual Provision Take all the steps for reliable forecasting and reporting—ahead of deadlines.

Perform provision rollover Import and post data from data sources Automate calculations and adjust journal entries across reporting periods Run reports and generate analytics

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Automation, Analytics, and Tax Planning Analyze tax data within Corptax or integrate with Microsoft Power BI, Power Automate, and Alteryx using Corptax Connectors and Web Services API. Leverage automation best practices to improve efficiency Model planning scenarios across global, U.S. international, federal, and state reporting Assess tax impacts and rate drivers to align with business goals and cut risk Support M&A activities, including acquisitions, carve-outs, and structural changes

Corptax Professional Services is incredibly helpful and full of ideas. They work with so many companies, they have solutions for any challenge you face. I highly recommend working with them. — Senior Tax Analyst, The Williams Companies

Microsoft Power BI and Microsoft 365 are trademarks of the Microsoft group of companies.

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System Setup and Data Gathering Implement best-practice process automation across all aspects of setup and data collection.

Maintain and update master data: entities through adjustments Achieve system readiness: rollovers and updates Perform trial balance validation and import

“They give us trusted and honest guidance—they’re like a good friend. — Tax Director, PepsiCo

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Support that Strengthens Your Team As product experts, we know our software inside and out. Unlike third-parties, we don’t rely on overrides or workarounds that can compromise data. With us, your data stays clean, usable, and audit-ready long after we wrap up. And we transfer knowledge as we go, so you’re independent going forward.

We have an amazing relationship with Corptax compliance loan-staff. They built our templates and helped us file returns quickly. Now, we do everything ourselves. — Tax Senior Manager, GE Appliances

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Practical Support…Powerful Outcomes Next time you need expertise or an extra hand, engage our system-smart professionals for assistance.

Let’s chat to explore your requirements and get a quote. Contact Kim Bailey directly or click for a detailed info sheet.

800.966.1639

cscglobal.com/corptax

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