Welcome
Welcome to the official reference guide for Tax Adjustments (TA) Champions across the Canadian offices. This documentation is designed to equip you with the knowledge, resources, and confidence to champion TA in your local office on an ongoing basis.
What is a TA Champion?
As a TA Champion, you serve as the first point of contact for your office on all things Tax Adjustments. Your colleagues will look to you for guidance, troubleshooting, and best practices. You'll also help develop training materials and lead in-person training sessions.
Purpose
This guide is written for you, the TA Champions. As the go-to experts in your local offices, you'll need a reliable reference to support your teams effectively. Tax Adjustments is a powerful tool-but like any tool, its value depends on how well it's understood and applied. Use this guide for:
- Core workflows - From trial balance cleanup to OneSource exports
- Advanced scenarios - Consolidations, eliminations, rollovers, and more
- Best practices - Avoiding common pitfalls and understanding risks
- Quick answers - When staff come to you with questions
Your Role as a Champion
You don't need to know everything, but you should know where to find answers and when to escalate. This guide is your first resource.
The Champion Mindset
Remember that you're part of a team. By leveraging the collective skills, knowledge, and strengths of your fellow champions across all offices, we become far more resourceful together than any two people working in isolation. When in doubt, reach out to the network.
Key Responsibilities
| Responsibility | What It Looks Like |
|---|---|
| First Point of Contact | Colleagues come to you with TA questions before escalating |
| Training Lead | You facilitate local training sessions and onboarding |
| Feedback Loop | You surface common issues and suggestions to the national team |
| Knowledge Builder | You help refine and improve this documentation over time |
Remember
Your expertise makes a difference. The more confident you are with TA, the more effectively you can support your team.