Tax Series review
A broad compliance and provision platform for multinational U.S. tax teams.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Tax Series is a web-based corporate income tax platform from Tax Technologies, Inc. for medium-sized and large multinational companies. It brings U.S. federal corporate tax compliance, state return preparation, multi-jurisdiction calculations, international Forms 5471, 8865, and 8858, global tax provision under U.S. GAAP and IFRS, and BEPS country-by-country reporting into one environment. The platform also supports legal entity data management, tax calendars, document management, automated form preparation, and shared data across modules. Its strongest fit is a corporate tax function managing complex compliance and reporting across U.S. and international entities.
Breadth is the main reason to consider Tax Series. Data collection includes preparer, reviewer, and approver workflows, while multi-year calculations and amended-return support address ongoing filing work. The platform supports U.S. federal and state e-file, prior-year imports, bookkeeping imports, and financial-system, general-ledger, ERP-system, and web-service connections. Web and API access support integration-oriented operating models, and the vendor offers implementation and a proof-of-concept process before licensing. These capabilities make the product more relevant to teams that need connected compliance, provision, planning, and reporting processes than to teams seeking a narrow return-preparation tool.
The tradeoff is fit and buying complexity. Tax Series is positioned around U.S. corporate taxpayers and multinational corporations, so its extensive scope may be more than a smaller business or domestic-only tax team needs. Licensing follows a contact-sales model, and the product is offered through web and API platforms rather than a lightweight, single-purpose workflow. Choose Tax Series if your organization needs multi-jurisdiction compliance, international forms, global provision, BEPS reporting, entity data, and controlled review workflows in one system. Teams with simpler filing requirements should consider a more narrowly focused corporate tax application.
Tax Series pros and cons
- Where it wins
- Covers U.S. federal, state, and international compliance
- Combines provision, BEPS reporting, workflows, and entity management
- Imports general-ledger and financial-system data through web and API access
- Where it doesn't
- Designed for medium-sized and large multinational companies
- Licensing requires a contact-sales process
- Its broad scope may exceed the needs of smaller domestic tax teams
Tax Series fact sheet, pricing and score →
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