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Aug 21-22, 2018: Training
Aug 22-24, 2018: Tutorials & Conference
New York, NY

How the Jupyter Notebook makes the corporate tax process easier and better

Jinli Ma (Synchrony Financial)
11:05am–11:45am Friday, August 24, 2018
JupyterCon Business Summit, Usage and application
Location: Concourse A: Business Summit Level: Intermediate
Average rating: *....
(1.50, 2 ratings)

Prerequisite knowledge

  • Familiarity with Microsoft Excel and the Jupyter Notebook (useful but not required)

What you'll learn

  • Learn how the Jupyter Notebook can be used in the corporate tax arena


The original issued discount (OID) is a type of interest that is not payable as it accrues, which plays a critical role in corporate tax provision and return. The calculation of OID for pools of credit card receivable (CCR pools) is very complicated and involves intensive data manipulation and computation from multiple sources.

While Microsoft Excel is the default tool for tracking information and managing tasks in the corporate world, Jinli Ma explains how the Jupyter Notebook does a better job than Microsoft Excel with the OID calculation process. Jinli focuses on data management, automation, and documentation of the process. He first demonstrates how the OID process is constructed, executed, updated, and maintained in Microsoft Excel and shares challenges and limitations experienced during each phase. He then explains how this process is developed, innovated, automated, validated, executed, maintained, extended, and documented in the Jupyter Notebook and details how each challenge encountered with Microsoft Excel is resolved.

Topics include:

  • Manipulation of GL data (tax accounting data) using pandas
  • Tax process automation using the Jupyter Notebook
  • Data validation between different sources
  • Data visualization in corporate tax reporting
  • Documentation of corporate tax process

Jinli Ma

Synchrony Financial

ED Ma is the vice president of tax data analytics at Synchrony Financial. His work experience includes data analytics, model development, model review, and model governance in financial industry. He holds a master’s degree in computer information technologies, a master’s degree in financial engineering, and a bachelor’s degree in applied mathematics.

Comments on this page are now closed.


Violet Li | SVP
09/02/2018 4:39pm EDT


I am very interested in your topic. We have encountered similar problems in my group. May I have your contact information for further discussions?