Income Tax Provision Automation Training on ONESOURCE®
Greater New York City Area

Training that gives YOU the power to unLeash the full potential of ONESOURCE Tax Provision and ONESOURCE Workpapers


16 CPE Credits | $3,500 per person

Register today!

We are pleased to announce the tax automation mastery series hosted by Amphitrite Advisory in the Greater New York City area

Many companies use ONESOURCE® Tax Provision (OTP) in a very limited manner. This training is the pathway to leveraging the software to its fullest potential. Unlike other OTP courses, this course will put full power and control into your hands. As a result, you can avoid the frustration of added consulting time and fees – these two days could potentially help you save tens if not hundreds of thousands of dollars.

In this 2-day hands-on course, we will provide you with the design principles, tools, and template to automate OTP Workpapers that you will not find in other trainings. Further, we will show you automation methods never seen before and help you apply these design principles to your unique tax provision calculations on Day 2 of this course.

Our vision is that every participant of this training will return to their office ready to deconstruct manual process and automate them, resulting in savings of your time and money. We hope this investment will have a significant payoff in consulting and audit fees, not to mention the obvious benefits of controls and governance.

What you can expect:

  • Tools – A standardized set of OTP Workpapers that will help you build automation with great controls, along with sample Workpapers to bring back to your organization. We believe in co-creating ideas, thusly our IP will be transferred to you.
  • Ongoing support – We will answer your questions and remain a resource for one month after the class. 
  • Experience – In order to bring value and help your teams succeed, we are limiting the class size.  Thusly, you will have an unique opportunity to connect with your peers to exchange ideas and share knowledge. In addition, we will conduct a 1-hour True Colors session to learn your work style.
  • Impact – Significantly reduced hours in your income tax provision process allowing you to spend more time in review and analysis. Past clients have saved hundreds of hours.

Your team will master ONESOURCE® Workpapers and best practices within ONESOURCE® Tax Provision.


Day 1 – 9:30am – 5:30pm
Breakfast and registration

Structure of an OTP Workpaper

  • What a Workpaper looks like from OTP standpoint
  • Import master data into Workbook
Essential components: OTP Workpapers
True Colors: Communication and team building (lunch will be provided)
Setting up metadata in a Workpaper
Build an OTP Workpaper: Pre-tax book income
Happy hour and networking
Day 2 – 8:30am-5:30pm

Full day of customization: Build one full Taxable Income Workpaper for each client. (lunch will be provided):

  • Aggregate sources of data
  • Develop inputs
  • Process outputs
  • Consume

About Amphitrite Advisory

Amphitrite Advisory, Inc. was born out of a desire to connect teams and develop people. Our dream is to enable people to lead with purpose and mastery while uncovering their gifts. We help tax leaders reduce manual work in their income tax provision processes and maximize the use of technology to suit the goals of their tax department. Above all, we want you to achieve full automation in a cost-efficient manner without having to become dependent on consultants or software vendors.

A note from your instructor, Jillian Jamison

As your instructor for the entire 2-day training my goal is to teach you how to apply and master the automation methods that we have developed for Workpapers, not just how to use the application. I am dedicated to bringing personal excellence into corporate tax departments by creating technologies for companies driven to bring out the best in their people, and that’s what this course is about.

If you have any questions, contact us at

We look forward to seeing you!