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3 Ways to Optimise Your Oracle Tax Setup (Without a Full Redesign)

Let’s be honest – no one wants to do a full redesign of their tax setup in Oracle if they don’t absolutely have to. It’s time-consuming, disruptive, and usually involves way more people than you’d like.

The good news? If you’re already using the Innovate Tax solution, there are some quick wins you can take advantage of to make your setup work harder for you, without starting from scratch.

Here are three ways to optimise what you’ve already got:

1. Give Your Tax Rules a Health Check

Just like anything else, your tax rules can get a bit messy over time, especially if they’ve been tweaked here and there to keep up with business or legislative changes.

A health check helps spot:
• Duplicate or conflicting rules
• Conditions that aren’t doing anything
• Opportunities to simplify logic
• Compliance gaps you might not have noticed

This kind of tidy-up can make your setup run smoother, reduce errors, and even speed up your month-end processes. We can help you run a health check and give you a list of quick wins.

2. Improve Tax Reporting Within Oracle

Accurate and efficient reporting is essential – especially when dealing with country-specific VAT and tax requirements. By optimising how data is captured and reported within Oracle, you can meet local compliance needs more effectively and reduce manual effort.

This includes setting up reporting structures that align with tax authority requirements for:

  • Tax box reporting
  • Country-specific VAT returns
  • Entity-level reporting and reconciliations

With the right configuration, Oracle can help you generate accurate, country-by-country reports directly from your system, minimising the need for spreadsheets and manual adjustments.

3. Automate the Stuff That Slows You Down (Alteryx Is Your Friend Here)

Let’s face it – manual tax adjustments are a pain. Whether it’s reverse charge entries, tax reclassifications, or reconciling to GL, these tasks eat up time and are prone to human error. That’s where Alteryx can make a huge difference.

A lot of our clients are already using it to:

  • Automate end-to-end tax workflows, from data extraction to final reporting
  • Blend and clean large volumes of transactional data with minimal manual effort
  • Automate VAT return preparation by consolidating data from multiple sources (Oracle, invoices, etc.)
  • Schedule automated workflows for daily, weekly, or month-end processes
  • Support Pillar Two or DST readiness by modeling effective tax rates across entities
  • Facilitate collaboration with finance and IT by sharing workflows in a no-code format

If you’ve got regular manual workarounds in place, chances are there’s a smarter way to handle them and we can help you find it.

No need for a massive project, just smart tweaks that save time and reduce errors.

You’ve already got a solid tax solution in place so don’t feel like you need to tear it all down to improve it. A few small changes can make a big difference in performance, accuracy, and how much time your team spends fixing things.

This is exactly why we offer support and maintenance services post go-live. Aside from the usual day-to-day ticket requests, it’s important to keep looking at how your tax solution can evolve with the business.

Things change – new regions, new models, new regulations – and your tax setup should keep up. That’s what we’re here for: not just to fix issues, but to make sure your solution stays clean, compliant, and future-ready.