2016 Deloitte Foundation/FSA Faculty Consortium Tax Analytics Case Scenario: You are a tax director of a mid-size publicly traded company. Your tax manager that covered the subsidiary Green Dot Inc. has recently departed and left you with the spreadsheet titled Green Dot Inc. Subs. On top of your tax manager leaving, you have an upcoming meeting with the CFO where Green Dot Inc. and its associated taxes will be discussed. Exhibit A shows the sheets and the columns that contain most of the data in the sheets. Case Requirements Using Tableau or other visualization software, create an application solution that will allow you to quickly learn about the tax situation of Green Dot Inc. You may create differing views, dashboards, stories, etc. Anything that you think will allow you to learn about Green Dot Inc. in a timely fashion and present the findings to the CFO. Exhibit A - Data Dictionary (Selected Fields Only) + STL Table Physical Name Property denominator Sales Numerator Total apportionment % Apportionable Bus. Income Apportioned Income Total State Income Additions Before Apportionment Subtractions before Apportionment State Taxable Income State Taxes based on Income State Taxes before refundable Cr. & pymt Income Tax Rate (Flat or highest) Effective Tax Rate (Rate x App. %) Effective Rate St. Tax (St. Tax / Fed. Inc.) Carryover of Prior Amount paid with return Depreciation Adj. State Tax Addback +5471 Physical Name Carryover of Prior years overpay Effective Tax (St. Tax / Fed Ixe) Depreciation Adj. Effective tax rate (Rate x App.%) Sales Numerator Estimated Tax payments Franchise Tax Apport% Inc. Tax Rate (Flat or highest Tier) Net Income after State adjustments Net Income before State adjustments Sales denominator by state Payroll denominator Sales numerator by state Sales percentage by State Sales percentage - weighted State Franchise Tax Base State Income Tax After credits +STA Physical Name State/City Code State/City Name1 Entity Code Entity Name Period Case Property Payroll Sales Destination Sales Dividend Income Gr Rec Fr Sales Of Assets Tangible Other Interest Income Miscellaneous Income Service Income Other Income/Receipts Salaries and Wages Officers Compensation Other Salaries Land Buildings Machinery and Equipment Furniture and Fixtures Autos and Trucks Land Improvements Leasehold Improvements Other Depreciable Assets Other Non-Depreciable Assets Inventory Rental Expense - Real Property Rental Expense Personal Property FED Physical Name Adjustment Name1 Account Adjustment Code M-1 type Amount Entity Code Entity Name EIN Year State/City Name1 2016 Deloitte Foundation/FSA Faculty Consortium Tax Analytics Case Scenario: You are a tax director of a mid-size publicly traded company. Your tax manager that covered the subsidiary Green Dot Inc. has recently departed and left you with the spreadsheet titled Green Dot Inc. Subs. On top of your tax manager leaving, you have an upcoming meeting with the CFO where Green Dot Inc. and its associated taxes will be discussed. Exhibit A shows the sheets and the columns that contain most of the data in the sheets. Case Requirements Using Tableau or other visualization software, create an application solution that will allow you to quickly learn about the tax situation of Green Dot Inc. You may create differing views, dashboards, stories, etc. Anything that you think will allow you to learn about Green Dot Inc. in a timely fashion and present the findings to the CFO. Exhibit A - Data Dictionary (Selected Fields Only) + STL Table Physical Name Property denominator Sales Numerator Total apportionment % Apportionable Bus. Income Apportioned Income Total State Income Additions Before Apportionment Subtractions before Apportionment State Taxable Income State Taxes based on Income State Taxes before refundable Cr. & pymt Income Tax Rate (Flat or highest) Effective Tax Rate (Rate x App. %) Effective Rate St. Tax (St. Tax / Fed. Inc.) Carryover of Prior Amount paid with return Depreciation Adj. State Tax Addback +5471 Physical Name Carryover of Prior years overpay Effective Tax (St. Tax / Fed Ixe) Depreciation Adj. Effective tax rate (Rate x App.%) Sales Numerator Estimated Tax payments Franchise Tax Apport% Inc. Tax Rate (Flat or highest Tier) Net Income after State adjustments Net Income before State adjustments Sales denominator by state Payroll denominator Sales numerator by state Sales percentage by State Sales percentage - weighted State Franchise Tax Base State Income Tax After credits +STA Physical Name State/City Code State/City Name1 Entity Code Entity Name Period Case Property Payroll Sales Destination Sales Dividend Income Gr Rec Fr Sales Of Assets Tangible Other Interest Income Miscellaneous Income Service Income Other Income/Receipts Salaries and Wages Officers Compensation Other Salaries Land Buildings Machinery and Equipment Furniture and Fixtures Autos and Trucks Land Improvements Leasehold Improvements Other Depreciable Assets Other Non-Depreciable Assets Inventory Rental Expense - Real Property Rental Expense Personal Property FED Physical Name Adjustment Name1 Account Adjustment Code M-1 type Amount Entity Code Entity Name EIN Year State/City Name1