Case Study: Walgreens Boots Alliance, Inc. achieves streamlined apportionment and ~800 hours saved with CSC Corptax (Corptax Office & Data Exchange)

Walgreens Boots Alliance, Inc. (WBA) - Customer Case Study

Walgreens Boots Alliance, Inc. (WBA) was struggling with a manual, error-prone apportionment process that relied on more than 80 Excel workbooks, copy‑and‑paste data transfers, linked formulas and risky macros, with little traceability between workpapers and its tax system. To address this, WBA turned to CSC Corptax, implementing Corptax Office and Data Exchange to replace the fragmented Excel workflow.

Using CSC Corptax, WBA standardized workpaper templates, created tax‑sensitized state GL accounts, added apportionment adjustment codes, and integrated push/pull data validation—reducing workpapers from 80+ to 6. The Corptax solution eliminated roughly 800 hours of non‑value work, enabled immediate validation between federal and state trial balances, cut recurring reclasses and special allocations to about 2 hours for all entities, improved reporting and data query capabilities, and added transparency and documentation for audit support.

Walgreens Boots Alliance, Inc. (WBA)