# AI Automation for Corptax

> 8 workflow automations purpose-built on top of Corptax — no data leaves your system, no parallel tool for your team to learn.

- **Canonical URL:** https://calish.com/workflows/tool/corptax/
- **Automation count:** 8
- **Roles:** Corporate Tax Manager

## Automations

- [Bill Capture & AP Processing for Corporate Tax Managers](https://calish.com/workflows/with/bill-capture-and-ap-processing-for-corporate-tax-manager-with-corptax/) — AI pulls bills from every channel, extracts line items, assigns GL codes using Corporate Tax patterns, routes approvals, and sends payment f
- [AR Collections & Dunning for Corporate Tax Managers](https://calish.com/workflows/with/ar-collections-and-dunning-for-corporate-tax-manager-with-corptax/) — AI segments the AR aging, drafts personalized dunning emails by stage, logs promises-to-pay in Thomson Reuters ONESOURCE, and flags accounts
- [Month-End Close Checklist for Corporate Tax Managers](https://calish.com/workflows/with/month-end-close-checklist-for-corporate-tax-manager-with-corptax/) — AI runs the close checklist, prompts owners for missing items, flags JE variances over threshold, and writes the close memo — close window c
- [Audit PBC List Management for Corporate Tax Managers](https://calish.com/workflows/with/audit-pbc-list-management-for-corporate-tax-manager-with-corptax/) — AI manages the PBC list, pulls each requested schedule from Thomson Reuters ONESOURCE, answers auditor follow-ups from the workpapers, and l
- [Expense Report Processing for Corporate Tax Managers](https://calish.com/workflows/with/expense-report-processing-for-corporate-tax-manager-with-corptax/) — AI validates receipts against policy, auto-codes expenses, flags out-of-policy items with a clear reason, and routes approvals — expense rep
- [Multi-State Sales Tax Filing for Corporate Tax Managers](https://calish.com/workflows/with/multi-state-sales-tax-filing-for-corporate-tax-manager-with-corptax/) — AI monitors nexus thresholds, pulls transaction data from Thomson Reuters ONESOURCE, prepares state-by-state returns, and logs filings with 
- [1099 & Contractor Reporting for Corporate Tax Managers](https://calish.com/workflows/with/1099-and-contractor-reporting-for-corporate-tax-manager-with-corptax/) — AI identifies 1099-eligible vendors from Thomson Reuters ONESOURCE, chases missing W-9s, prepares 1099-NEC and 1099-MISC filings, and submit
- [Transaction Anomaly & Fraud Flagging for Corporate Tax Managers](https://calish.com/workflows/with/transaction-anomaly-and-fraud-flagging-for-corporate-tax-manager-with-corptax/) — AI monitors Thomson Reuters ONESOURCE transactions in real time for duplicate payments, split invoices, ghost vendors, and round-dollar patt

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