BNA Corporate Tax Analyzer: Customer Success Stories

Find out how our customers are using BNA Corporate Tax™ Analyzer to solve their corporate income tax challenges.

Featured BNA Corporate Tax Analyzer Customer Case Study

Bill Rowe. Allegheny Energy Turns to BNA Corporate Tax Analyzer to Solve Many Corporate Tax Challenges
Bill Rowe, General Manager of Tax Planning for Allegheny Energy, describes how Allegheny uses BNA Corporate Tax™ Analyzer as a "one-stop solution for multi-year Federal income tax calculations, IRS audits, strategic and tax planning modeling, FIN 48 analysis, as well as cross checking what our corporate compliance software estimates our taxable income outcomes to be."
Read Story » | Listen to Bill Rowe »

What Our Customers Say About BNA Corporate Tax Analyzer

"BNA Corporate Tax Analyzer serves as the basis for everything we do involving income tax, including providing documentation for external auditors and SEC reporting."
– Richard Lujan, Director of Tax, Western Refining, Inc.

“I use BNA Corporate Tax Analyzer for everything – to calculate NOLs for carryovers and carrybacks, to see the effects of contribution deductions, to simplify IRS audits, to look at different scenarios and do multi-year planning. It’s easy to work with and I know I can rely on it. I’ve been using BNA Corporate Tax Analyzer for at least 15 years and I’m very happy with it.”
- Ron Berman, Manager of Taxation and Compliance, Wakefern Food Corp.

"The BNA [Corporate Tax Analyzer] solution — software and expert consulting services — helped us shorten the audit cycle and expedite a refund. In addition to working directly with me and the IRS to help create an accurate report, the BNA [Software] consultant explained the tax law and how BNA Corporate Tax Audit Analyzer applies the law in its calculations. Her technical knowledge of issues such as foreign tax credits and SRLY (Separate Return Limitation Years) was extremely helpful."
- Patty Conte, Senior Manager, Tax Department, Acatel-Lucent

"As a long time user, I’ve relied on BNA Corporate Tax Analyzer for multiple purposes over the years. At Brunswick, I primarily use it for federal tax audits to review the IRS’ tax computations. When we settle a case, I use it when reviewing the IRS’s restricted interest calculations. Because I have an accurate record of our returns and audit adjustments in BNA Corporate Tax Analyzer, I also use the product for tax planning. It is especially helpful in modeling the utilization of net operating loss, capital loss, and tax credit carryovers.

I know that I can rely on the product for accurate tax calculations in even very complex scenarios spanning many tax years. It is simple to use, the set up time is minimal, and it renders the results of calculations immediately. I have found BNA Corporate Tax Analyzer to be a worthwhile investment that has paid for itself many times over."
– Madeline Schneider, Director Federal Tax Audits and Planning, Brunswick Corporation

"Our four-year carryback calculation involved AMT and it was so complicated that there was no way we could do it manually. BNA Corporate Tax Analyzer came to the rescue, handling all of the calculations and automatically allocating the qualifying percentages over the applicable years."
– Gina Polweka, Senior Tax Manager, Western Refining, Inc.

"BNA Corporate Tax Analyzer helps me analyze results and run multiple comparison cases so I can identify the cash impact of tax changes, IRS-proposed adjustments, etc. When you have a large company with complex tax concerns and you layer in foreign tax credits with AMT and multiple other factors, the cash impact is not always evident. That’s the beauty of this program; it helps you key in on what’s important and what’s not. I used to do this kind of analysis myself by doing complex programming with Excel spreadsheets, but this product saves me the programming time so I can spend my time analyzing the results. And frankly, it does a better job than when I did it myself."
– Rich Flowers, Sunoco, Inc.

“We use BNA Corporate Tax Analyzer to perform calculations to ensure that tax and interest payments/refunds are correct. At the touch of a button, very complicated calculations are done for you. The software allows me to be more productive and efficient.”
– Maggie Walsh, Senior Tax Analyst, Honeywell International, Inc.

"The tax department at Allegheny Energy previously spent large amounts of time managing a paper-based stream of IDRs, 5701s, and other audit documentation. With BNA Corporate Tax Analyzer, Allegheny has significantly reduced the paper based workflow of the past. Allegheny now scans in IDRs and 5701s into a permanent, easy-to-retrieve, electronic format and stores them within the BNA Corporate Tax Analyzer database."
– William Rowe, General Manager of Tax Planning, Allegheny Energy

"The BNA Corporate Tax Analyzer also provides a nice check against the software we’re using to prepare our corporate returns, especially with regard to carryovers and carrybacks."
– Rich Flowers, Sunoco, Inc.

"BNA Corporate Tax Analyzer is a great time saver! We can enter and track hundreds of audit adjustments and then review what-if scenarios with just the push of a button."
– Charles Shady, Daimler North American Corporation

"The IRS would propose adjustments and within minutes I knew the full impact of the adjustment — what it would cost us in cash flow and the impact beyond the years under audit — and I had that in my back pocket. Using the BNA [Corporate Tax Analyzer] tool, I had leverage in negotiating our tax position because I knew the impact of the proposed adjustments."
– Richard Lujan, Western Refining

"It used to take a month to close out after receiving the RAR, including several weeks just to perform the calculations. With BNA [Corporate Tax Analyzer], I don’t have to waste time manually calculating and checking because I’m confident that the RAR will accurately reflect adjustments. BNA [Corporate Tax Analyzer] saves me at least a week of time."
– Greg Brown, Senior Tax Manager, Oracle