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

Calling all ONESOURCE® Tax Provision users! Could your 2018 processes have been more efficient? Join our intense hands-on training that puts YOU in control

8 CPE Credits | $1,499 per person

Register today!

As you reflect on year-end, did your tax provision process run as smoothly as you would have liked? Was ONESOURCE® Tax Provision (OTP) being used to its full potential? Could some automation have saved time?

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.

In this 1-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.

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 a 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.


Breakfast and registration

Configuration and Scope of Taxes, Pretax Book Income

  • Functionality of Workpapers
  • What a Workpaper looks like from OTP standpoint
  • Components of a successful mapping
  • Import master data into workbook
  • Build an OTP Workpaper: Pretax book income
True Colors: Communication and team building
Customization: Build taxable income Workpapers for each client
Happy hour and networking

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 1-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!

Registration:  We will contact you to confirm your registration. Your registration is subject to an in person consultation followed by a sharing of documents related to the class. All registrants must have an active user license of ONESOURCE Tax Provision v2016.

Cancellation: If this event is cancelled for any reason the cancellation notice and rescheduled date will be emailed to attendees.

Refund Policy: 100% refund issued 14 days prior to attendance.

Complaints: Please file all complaints with Jillian Jamison at or 347-460-1509.

Course Update Policy: Program knowledge level is updated for new developments in the area of ASC740, tax law and technology updates.  The course is developed, updated, and maintained by professionals with technical expertise on the codes, laws, rulings, decisions, and interpretations.  The course will undergo frequent changes by personnel of subject matter expertise at least twice per year.

Program Level: Basic.

Prerequisites: None.

Advanced Preparation: None.

Delivery Method: Group Live.

Field of Study: Information Technology 5.0, Accounting 2.0, and Communications & Marketing 1.0.

Amphitrite Advisory, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: