Coursera

Automate Routine Tax Processes

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Coursera

Automate Routine Tax Processes

Instructor:

Included with Coursera Plus

Beginner level
No prior experience required
Flexible schedule
Learn at your own pace
Beginner level
No prior experience required
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

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Taught in English

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