CPE Self-Study
Robotic Process Automation (RPA) for Tax
Online: 5.0
Designed specifically for accounting and tax professionals worldwide, this course covers how RPA can be implemented to decrease errors and increase productivity within the tax function.

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Product details

Leveraging digital transformation to drive value.

Who Will Benefit?

  • Partners or firm decision-makers looking to utilize robotic process automation for tax
  • Accounting and finance professionals looking for more information on how robotic process automation will affect tax processes

Key Topics

  • Overview of the basic concepts behind robotic process automation
  • Potential uses for robotic process automation within the tax function
  • Benefits and considerations of current RPA uses.
  • Decision criteria involved in RPA implementation.
  • Creativity, innovation, and exploration
  • Use cases that show how RPA can be applied within the tax function.

Learning Objectives

  • Identify tax preparation processes that lend themselves to automation.
  • Identify data elements required to support the tax reporting process/business cases where RPA is applicable, including potential benefits and pitfalls.
  • Identify current data process flows required to support tax reporting needs.
  • Recognize how to confirm and validate that automation outputs meet functional requirement expectations.
  • Outline the flow of information.
  • Distinguish human versus digital roles.

Discover how robotic process automation (RPA) can transform your tax business by decreasing errors and increasing productivity—freeing you to focus on complex issues, tax planning and business growth.

RPA can improve the overall efficiency and system security of your tax practice leading to increased profitability and reduced firm risk. Empower yourself by learning about the tools you need to implement RPA in your firm and to educate clients on the benefits of RPA

This CPE self-study course, designed specifically for accounting and tax professionals worldwide, will cover how RPA can be implemented to decrease errors and increase productivity within the tax function.

In this course, you will learn to:

  • Identify steps in the tax preparation processes that lend themselves to automation
  • Discover how automation can transform your tax business, freeing you to focus on complex issues, tax planning and business growth.

RPA will affect the overall efficiency of the tax practice by increasing profitability, supporting business growth, and reducing firm risk. A recent report by the AICPA found that CPA firms hired 11% more non-accounting graduates in 2018 compared to 2016.

"Increased demand for technology skills is shifting the accounting firm hiring model. This is leading to more non-accounting graduates being hired," said Barry Melancon, AICPA president and CEO, and CEO of the Association of International Certified Professional Accountants.

Given the shortage of talent to meet this growing demand for technology skills, there is a unique opportunity for accounting professionals to expand their skills to meet this need.

This course will help you identify the areas where RPA can be beneficial and understand how it can be implemented in your firm. Additionally, you will be able to educate your clients on the benefits of RPA.

Ratings and reviews

Steve Palomino

Steve Palomino, CPA, CITP, CGMA

Steve Palomino guides businesses leadership in the application of software robotics strategies to increase controls over operations and reporting. He uses his expertise in robotics to help companies achieve significant effort reduction, deploy controls and continuous audit capabilities, while transforming processes.

Steve is a former member of the ITECH Committee, former Chair of the SBC Global Task Force, prior member of the AICPA’s Audit Peer Review Task Force.


American Institute of CPAs

The American Institute of CPAs (AICPA) is the world’s largest member association representing the CPA profession, with more than 418,000 members in 143 countries, and a history of serving the public interest since 1887. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting.

The AICPA sets ethical standards for the profession and U.S. auditing standards for private companies, nonprofit organizations, federal, state and local governments. It develops and grades the Uniform CPA Examination, and offers specialized credentials for qualified professionals who concentrate on personal financial planning; forensic accounting; business valuation; and information management and technology assurance. With The Chartered Institute of Management Accountants (CIMA), it offers the Chartered Global Management Accountant (CGMA) designation, which sets the global benchmark for quality and recognition in management accounting.

The AICPA and CIMA also make up the Association of International Certified Professional Accountants (the Association), which represents public and management accounting globally, advocating on behalf the public interest and advancing the quality, competency and employability of CPAs, CGMAs and other accounting and finance professionals worldwide.

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CPE credits
: 5.0
NASBA Field of Study
Delivery Method
QAS Self-Study
Course acronym
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