Polly by Polaris

A tax provision.
Not a fire drill.

Polly automates ASC 740 tax provision calculations and generates formula-linked Excel workpapers in minutes once setup is complete and inputs are ready. When the trial balance changes, update the inputs and rerun Polly. Your team stays in control of review and tax decisions.

Let's talk See how it works

A 30-minute exploratory call. No obligation to commit.

Built by Eva HaakensonNearly 20 years across public accounting and in-house tax

Less manual preparation

Automate repeatable calculations and schedule preparation, including reruns when inputs change

More time for review

Give your team more time for review and analysis, while creating capacity

Workpapers you can follow

Review formula-linked Excel calculations, with validation and tie-out checks that flag inconsistencies

Meet Polly

Prepare the inputs. Let Polly do the repeatable work.

Polly is an ASC 740 tax provision calculation engine. The workpapers it generates let your team inspect the calculations and review the results in Excel.

Prepared inputs

Map your accounts
and entities

Prepare the trial balance and supporting data. Review the mappings that feed the provision.

Automatic generation

Generate linked
Excel workpapers

Run supported calculations and create schedules with validation and tie-out checks. Update inputs and rerun when balances change.

Team review

Trace, check,
and review

Follow the formulas, investigate exceptions, and review the results. Your team retains responsibility for inputs, mappings, tax decisions, review, and sign-off.

Let's discuss your workflow →

A closer look at the output

See the summary and its supporting check.

An illustrative current-tax summary and its supporting tie-out.

Sample illustration: current tax totals 6,665,025 dollars, matching the supporting schedule with a zero difference and OK status. — Sample illustration, not a current application screenshot. View full-size excerpt.

Passing checkThe illustrated summary and supporting schedule agree: $0 difference.

Exception to reviewA difference between those totals would need investigation before relying on the result.

How the Excel formulas connect the totals

In this sample, the summary adds U.S. current tax of $4,496,972 in cell C10 to foreign current tax of $2,168,053 in cell D10. Cell E10 calculates the total of $6,665,025:

=C10+D10

The supporting schedule totals the entity-level calculations separately. The tie-out check compares that amount with the summary total and shows a $0 difference.

Your reviewer can follow these formulas in Excel and check that the schedules agree. Reviewing the inputs and tax treatment remains your team's responsibility.

Built around your team's priorities

The deadline stays. The manual work shouldn’t.

In-house tax leaders

When a small tax team spends its close updating calculations and schedules, less time remains to investigate and explain the results. Polly supports that preparation work.

Get the provision ready for review sooner to support a timely financial close.
Leave more time to investigate changes and explain the tax results to finance leadership.
Make better use of your existing team's capacity.

For U.S. companies with foreign branches or subsidiaries, and U.S. subsidiaries of foreign parents.

Regional CPA firms

Your experienced provision staff juggle multiple engagements. Automating routine preparation can free capacity for review and additional client work, while your firm retains its review responsibilities.

Protect engagement margins by reducing repetitive preparation and rework.
Create capacity for additional client engagements.
Give reviewers traceable calculations and supporting schedules in Excel.

For firms preparing corporate tax provisions for multinational clients.

How we can help

A standard product. Room for your specific needs.

Tax provision

Polly Standard

The standard provision workflow with scoped account and entity mapping setup, formula-linked Excel workpapers, validation checks, and onboarding support.

Supported U.S. international and state calculations

NCTI and its related foreign tax credit
Foreign branch calculations
Section 78 gross-up
Section 250 deduction
Section 163(j) limitation
California combined reporting

Included in Polly Standard, subject to confirming your entities, tax period and applicable scenarios. California net operating losses and credits are not included.

Let's discuss your provision

Product + enhancements

Polly + Customization

Polly with separately scoped enhancements, such as tailored schedules, outputs, or data-preparation workflows. Feasibility and pricing are confirmed first.

Discuss your requirements

Other tax workflows

Custom Tax Automation

Standalone consulting and automation for other tax processes, built around the work your team wants to improve. No Polly subscription required.

Tell me about your process

Built for the reality of the close

The trial balance changes.
The deadline doesn't.

Let's talk about how your team handles late changes.

Let's talk

Eva Haakenson
Founder

The story behind Polaris

Built from experience.
Designed for your team.

In my in-house roles, an updated trial balance meant going back through the supporting schedules, updating calculations, checking links, and tying everything out again. The deadline stayed the same.

I founded Polaris after nearly 20 years in corporate tax across public accounting and industry. My experience spans tax provision, international tax, and compliance. I've always been interested in using analytics and tax automation to streamline processes.

Public accounting + in-house

Let's talk about your team's process →

Before we talk

A few practical questions

What does my team need to get started?

We first confirm your entities, tax period, and scope. Setup includes account and entity mappings, a trial balance, and supporting tax data. We work through the specific requirements with your team before beginning. As your data changes, new accounts or changes in classification or tax treatment need review and any necessary mapping updates.

Can Polly work alongside our existing provision process?

We start with what your current tools handle well and where manual preparation remains. Polly can be evaluated for an agreed part of the workflow without committing to replace your existing system. We confirm how its inputs and outputs would fit your process.

Let's talk

What would you like to take off your team's plate?

Tell me where provision preparation takes the most time. We can explore whether Polly or a custom automation could help.

Eva Haakenson
ehaakenson@polaristaxai.com
Business phone: (510) 603-3026

Schedule a 30-minute call

No obligation to commit. No confidential workpapers needed for the initial conversation.

Before any company data is shared, we agree on the processing environment, access, permitted use, retention, and confidentiality requirements with your team.

Privacy notice

How we handle your information

Polaris Tax Intelligence collects the details you choose to share through the contact form on this site: your name, email address, and message. We use that information solely to respond to your inquiry and to follow up about a potential engagement.

We do not sell, rent, or share your information with third parties for their own marketing, and your inquiry is treated confidentially. Contact form submissions are delivered to us through a third-party form provider that passes your message along and does not use it for advertising.

To understand how people find and use this site, we use privacy-friendly analytics that provide aggregate information about page visits, referring sources, and site performance. These analytics do not use cookies or track visitors across other websites, and we do not use them to identify individual visitors.

If you would like us to update or delete the details you have shared, let us know through the contact form above and we will take care of it.