Digital Tools & Data Management

Every tax workpaper, every ONESOURCE entry, and every research note a CB1 tax analyst produces starts with the same foundation: knowing how to get data, structure it, use AI responsibly, and find the authoritative guidance that backs up your work. This course builds that foundation from the ground up. Digital Tools & Data Management is the first long course in the Tax Analyst with AI Skills Professional Certificate. Across five short courses, you will build the everyday toolkit that carries forward into every later course in the program: constructing Excel tax support schedules that reconcile cleanly and withstand reviewer scrutiny, using AI tools including ChatGPT to draft summaries and checklists within approved data-handling limits, writing structured prompts using the OJSFC framework to produce reliable AI outputs for routine tax tasks, conducting defensible tax research using the hierarchy of tax authorities with AI as a framing tool rather than a citable source, and extracting trial balance and account activity data from ERP systems using crosswalk templates to map accounts to tax return lines. No prior tax, AI, or ERP experience is required. You need only basic spreadsheet familiarity — entering formulas and navigating multiple tabs — to get started. By the end of this course, you will be equipped to handle the foundational data and tool workflows that support every compliance task in a CB1 tax analyst role.