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Viewing: ACC 565 : Visual Analytics in Tax

Last approved: Fri, 25 Aug 2017 14:39:07 GMT

Last edit: Fri, 25 Aug 2017 14:39:01 GMT

Change Type
Major
ACC (Accounting)
565
032483
Dual-Level Course
No
Cross-listed Course
No
Visual Analytics in Tax
Visual Analytics in Tax
Poole College of Management
Accounting (20ACC)
Term Offering
Fall, Spring and Summer
Offered Every Year
Spring 2018
Previously taught as Special Topics?
No
 
Course Delivery
Distance Education (DELTA)
Online (Internet)

Grading Method
Graded/Audit
1
8
Contact Hours
(Per Week)
Component TypeContact Hours
Lecture2.5
Course Attribute(s)


If your course includes any of the following competencies, check all that apply.
University Competencies

Course Is Repeatable for Credit
No
 
 
Roby B. Sawyers
Full Professor
assoc

Open when course_delivery = campus OR course_delivery = blended OR course_delivery = flip
Open when course_delivery = distance OR course_delivery = online OR course_delivery = remote
Delivery FormatPer SemesterPer SectionMultiple Sections?Comments
LEC5050NoAll distance learning
P: ACC 560

Is the course required or an elective for a Curriculum?
No
We will teach visual analytics to enhance the value and quality of the tax information provided to decision makers in an organization. All aspects of tax including planning, tax provision work, compliance and controversy work will be covered. The focus will be on state and local nexus, sales and use taxes, and foreign bank account reporting (FBAR) requirements. Students will also learn to manipulate data into a visual front end so that those reviewing the data with the purpose of decision-making will have an easier time reading and interpreting the data analytics. An undergraduate degree and basic tax and accounting knowledge required.

The accounting profession is increasingly requiring its new staff to be up to date on the latest technology.  This is especially true for accounting tax professionals.  This course will provide students a combination of innovative technology skills and comprehensive tax knowledge.


No

Is this a GEP Course?
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Requisites and Scheduling
 
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Additional Information
Complete the following 3 questions or attach a syllabus that includes this information. If a 400-level or dual level course, a syllabus is required.
 
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College(s)Contact NameStatement Summary
Poole College of ManagementFrank Buckless
We will use premium tuition generated to cover the cost of the faculty.

Teach students how to evaluate changes in sales and use taxes by jurisdiction, monitor FBAR exposure and compliance, visualize meals & entertainment expenses, and create a effective tax rate dashboard


Introduce students to visual analytics in a tax environment


Student Learning Outcomes

Summarize the different state nexus rules for income tax purposes


Apply the sales and use tax rules


Define the rules for foreign bank account reporting


Identify, extract and transform relevant data from a variety of sources


Create visually appealing and effective visualizations


Utilize data analytics to quickly gain business insights


Evaluation MethodWeighting/Points for EachDetails
Other100 pointsStudents will be asked to prepare an analysis of sales data to monitor sales and use taxes from a risk perspective.
Other100 pointsStudents will be asked to analyze company sales data by product to determine if there are variations in profit margins for products by state.
Other100 pointsStudents will be asked to analyze sales data to determine exposure to sales tax in other jurisdictions as a result of moving to market-based sourcing of services rather than cost of performance.
Other100 pointsStudents will be asked to analyze company data related to financial accounts held around the world and develop effective visualizations in order to monitor FBAR exposure and compliance.
Other100 pointsStudents will be asked to analyze company data related to meals and entertainment expenses and develop effective visualizations that allow tax managers to determine if deductions are appropriate.
Other100 pointsStudents will be asked to develop a dashboard to analyze company data related to federal income tax reported on the company's books compared to taxable income over the last 3 years.
TopicTime Devoted to Each TopicActivity
Visual Analytics Skills50%Lecture and videos
Sales & Use tax, M&E, FBAR, & ETR skills50%Lecture, reading and exercises
mlnosbis 4/19/2017:
1) The learning outcomes should be labeled as outcomes, not objectives, in the syllabus to prevent confusion. Objectives are the larger goals for the course, not the measurable outcomes.
2) Assignment breakdown should be listed the same way on the CIM form, instead of 1 assignment for 100% of the grade.
3) Length of course is shown as 6 weeks. The length is 8 weeks for the shorter, not the regular academic, courses. https://studentservices.ncsu.edu/calendars/academic/#fall

pjharrie - 06/29/17 - although this is picky, the wording at the start of the sentences in the description is really repetitive. - Updated.

mlnosbis 7/27/2017: The evaluation methods should use the same weight or point value on both the syllabus and CIM form. The syllabus lists point values, while the CIM form lists percentages. Choose one method and use that in both places. Everything else has been addressed.

ABGS Reviewer Comments:
-The courses are closely related but I like the way they divided them up into 8 week modules, instead of one 4-credit course which could have been overwhelming for the students and the instructor.
krawczyk (Wed, 04 Jan 2017 12:36:33 GMT): Rollback: Talk to Don about changes needed to make all consistent and eliminate references to Certificate
sgallen (Tue, 14 Feb 2017 19:59:08 GMT): Rollback: Needs revisions; see comments sent to KK
krawczyk (Mon, 20 Mar 2017 20:03:00 GMT): Rollback: As discussed
krawczyk (Wed, 12 Apr 2017 17:49:22 GMT): Rollback: As discussed
mlnosbis (Thu, 24 Aug 2017 18:14:56 GMT): Syllabus updated as suggested by ABGS
Key: 12019