Artificial Intelligence (AI) for Taxation, SAP & Microsoft Copilot Integration

An Interactive 10-Day Training Course

Artificial Intelligence (AI) for Taxation, SAP &
Microsoft Copilot Integration

Modernizing VAT/GST Compliance, Reporting & Automation Using Microsoft Technologies

NASBA
Classroom Schedule
Date Venue Fees
16 - 27 Mar 2026 Paris $ 11,900
13 - 24 Apr 2026 London $ 11,900

Introduction

Tax departments worldwide are undergoing rapid transformation as regulatory bodies demand higher transparency, faster reporting cycles, and digital ready documentation. This two-week, intensive, hands-on training course is designed to equip tax professionals with practical, technology driven capabilities to modernize VAT/GST processes through AI, automation, and Microsoft Copilot integration.

 The GLOMACS Artificial Intelligence (AI) for Taxation, SAP & Microsoft Copilot Integration training course blends finance & taxation expertise with modern AI tools, enabling participants to automate VAT/GST reporting, intelligently connect SAP tax data to Microsoft platforms, and build custom copilots that streamline compliance activities. Through practical exercises, simulations, and real datasets, participants learn how to redesign tax workflows for efficiency, accuracy, and regulatory readiness.

Objectives

By the end of this two-week training course, participants will be able to:

  • Technical & Taxation Mastery
    • Apply AI and automation tools to enhance VAT/GST compliance and reporting efficiency
    • Utilize Microsoft Power BI for dynamic tax analytics, variance detection, and automated reporting
    • Build automated workflows for tax data ingestion, validation, reconciliation, and documentation
  • Microsoft Copilot Studio Expertise
    • Design, build, and deploy custom Copilots for tax operations
    • Use prompt engineering techniques optimized for tax, audit, and compliance tasks
    • Integrate SAP tax datasets with Microsoft 365 and Copilot dashboards for conversational analytics
  • Process Transformation
    • Redesign traditional indirect tax processes into digital, AI enabled workflows
    • Strengthen audit readiness through automated trail generation and anomaly detection
    • Implement scalable, secure, and compliant AI-driven tax workflows

Training Methodology

The Artificial Intelligence (AI) for Taxation, SAP & Microsoft Copilot Integration training course uses a highly interactive approach and applied:

  • Hands-on labs using VAT/GST datasets, SAP-exported data, and Microsoft workflows
  • Real world case studies: tax reconciliations, audit trails, variance detection
  • Practical Copilot Studio development sessions, from prompt design to deployment
  • Power BI dashboards built from SAP and tax transaction files
  • Group exercises to model end to end tax automation solutions
  • Collaborative discussions on regulatory, ethical, and data governance considerations

Each module includes use cases, templates, and repeatable workflows tailored specifically for tax operations.

Organisational Impact

Organizations adopting this Artificial Intelligence (AI) for Taxation, SAP & Microsoft Copilot Integration training course will benefit through:

  • Streamlined VAT/GST processes using AI and automation frameworks
  • Significant reduction in manual workload through automated data validation, reconciliations, and reporting
  • Enhanced speed, accuracy, and regulatory compliance, reducing risk of tax penalties
  • Modernized tax department operations leveraging Microsoft 365, Power BI, and Copilot ecosystems
  • Integration of SAP tax data with intelligent analytics, enabling leadership visibility and better strategic decisions

Personal Impact

Participants completing this training course will:

  • Gain hands on, practical expertise directly applicable to real world tax operations
  • Build confidence in using AI, Power BI, and Copilot tools to automate complex workflows
  • Strengthen capabilities in VAT/GST compliance, reconciliation, audit preparation, and analytics
  • Develop expertise in transforming tax processes into intelligent, automated pipelines
  • Position themselves as key contributors in their organization’s digital tax strategy

Who should Attend?

This GLOMACS Artificial Intelligence (AI) for Taxation, SAP & Microsoft Copilot Integration training course is ideal for professionals involved in taxation, finance, and digital transformation:

  • Tax Managers, VAT/GST Specialists, Indirect Tax Professionals
  • Finance Managers, Controllers, Compliance Officers
  • SAP Finance & Tax Analysts
  • Power BI Developers supporting finance
  • Digital Transformation and Automation Leads
  • Microsoft 365 / Power Platform Champions in Finance
Course Outline
Day 1

AI Foundations in Taxation

  • The future of tax: automation, AI, and regulatory digitalization
  • Understanding tax data: SAP tax tables, invoice-level VAT/GST attributes, common errors
  • AI applications for indirect tax:
    • classification
    • anomaly detection
    • reconciliation
  • Hands-On Lab: Prepare SAP tax data for reporting and automation pipelines
Day 2

VAT/GST Compliance Automation

  • Automating VAT/GST return preparation workflows
  • Classifying supply types (zero rated, exempt, domestic, reverse charge)
  • NLP extraction from invoices and supporting documents
  • Hands-On Lab: Build an AI model to detect incorrect VAT codes
Day 3

Reconciliation, Controls & Audit Automation

  • AI driven matching sales/purchase records with VAT declarations
  • Exception reporting: missing VAT IDs, inconsistent rates, SAP posting errors
  • Generating automated audit evidence and explanations
  • Hands-On Lab: Create a tax audit exception report automation workflow
Day 4

Microsoft Power BI for Tax Reporting

  • Connecting Power BI directly to SAP tax tables
  • Designing dashboards for input/output tax, variances, anomalies
  • Automated alerts for compliance risks
  • Hands-On Lab: Build a VAT/GST Power BI dashboard with drill-down analytics
Day 5

Integrating AI & Automation for Tax Workflows

  • Power Platform integration for tax processes
  • Building automated end to end VAT compliance workflows
  • Ensuring traceability, data governance, and regulatory alignment
  • Hands-On Lab: Develop a fully automated VAT compliance pipeline (SAP → AI → BI → Archive)
Day 6

Copilot Studio for Tax Departments

  • Introduction to building tax-specific Copilots
    • Connecting Copilot to SAP
    • SAP TAX Automation
    • Ensuring data quality
  • Hands-On Lab: Create a "VAT Compliance Copilot" for Q&A and process guidance
Day 7

Prompt Engineering for Tax Compliance

  • Designing prompts for consistent and auditable tax outputs
  • Hands-On Lab: Build prompt templates for recurring tax workflows
  • Create prompts that deliver consistent and auditable tax results
  • Design prompts specifically for tax reconciliations
  • Develop prompts to generate clear audit notes
  • Write prompts that explain errors within tax workflows
Day 8

Workflow Automation with Copilot + Power Automate

  • Trigger workflows for approvals, reporting, and reconciliation using Copilot
  • Automate the extraction of SAP reports for VAT processing cycles
  • Develop a workflow to generate a monthly VAT analysis pack
  • Streamline monthly VAT report generation and analysis tasks with automation
  • Hands-On Lab: Create a workflow: “Generate the monthly VAT analysis pack.”
Day 9

Connecting SAP Data to Copilot Dashboards

  • Utilize connectors for secure access to SAP tax data
  • Integrate APIs to streamline data flow into Copilot dashboards
  • Apply secure access patterns to safeguard financial information
  • Use conversational analytics to quickly identify VAT anomalies for Q4
  • Hands-On Lab: Build a Copilot-enabled tax dashboard using SAP data
Day 10

The Modern AI Driven Tax Department

  • Designing a future proof tax automation strategy
  • AI governance, auditability, regulatory oversight
  • Review of full end to end digital tax workflow
  • Capstone Lab: Build a complete SAP → Automation → Copilot → BI compliance solution
  • Q&A and Course review
Certificates
  • On successful completion of this training course, GLOMACS Certificate will be awarded to the delegates.
  • Continuing Professional Education credits (CPE): In accordance with the standards of the National Registry of CPE Sponsors, one CPE credit is granted per 50 minutes of attendance.
Providers

Endorsed Education Provider

NASBA
Options & Brochure
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Yes, upon successful completion of any of our training courses, GLOMACS Certificate will be awarded to the delegates. This certificate is a valuable addition to your professional portfolio and is recognized across various industries.

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