AI for Taxation SAP Copilot Integration
Artificial Intelligence (AI) for Taxation, SAP & Microsoft Copilot Integration
About this course
Tax departments everywhere are under pressure to move faster. Regulators want more transparency, shorter reporting cycles, and documentation that's ready for digital scrutiny — and manual, spreadsheet-driven VAT/GST processes simply can't keep up. This two-week, hands-on Seya Capital training course gives tax professionals the practical, technology-driven skills to close that gap, using AI, automation, and Microsoft Copilot to modernise how indirect tax actually gets done.
This Seya Capital Artificial Intelligence (AI) for Taxation, SAP & Microsoft Copilot Integration training course pairs deep tax and finance expertise with hands-on AI tooling. Participants will automate VAT/GST reporting, connect SAP tax data intelligently to Microsoft platforms, and build custom Copilots that streamline compliance work. Through practical exercises, simulations, and real datasets, delegates learn to redesign tax workflows for speed, accuracy, and regulatory readiness.
Dates, venues & fees
| Dates | Venue | Format | Fee | |
|---|---|---|---|---|
| 4 – 8 Jan 2027 | Johannesburg, South Africa | 5 days | US$ 2,200 | Register |
| 11 – 22 Jan 2027 | Arusha, Tanzania | 2 weeks | US$ 3,780 | Register |
| 18 – 22 Jan 2027 | Arusha, Tanzania | 5 days | US$ 2,100 | Register |
Fees are per delegate and exclude travel and accommodation. Every course is also available as in-house training on dates that suit you.
By the end of the course
By the end of this two-week Seya Capital training course, participants will be able to:
- Technical and Taxation Mastery
- Apply AI and automation tools to strengthen VAT/GST compliance and reporting efficiency
- Use 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
- Apply prompt engineering techniques tailored to 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
Designed for
This Seya Capital Artificial Intelligence (AI) for Taxation, SAP & Microsoft Copilot Integration training course is ideal for professionals involved in taxation, finance, and digital transformation, including:
- Tax Managers, VAT/GST Specialists, and Indirect Tax Professionals
- Finance Managers, Controllers, and Compliance Officers
- SAP Finance and 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 digitalisation
- Understanding tax data: SAP tax tables, invoice-level VAT/GST attributes, and common errors
- AI applications for indirect tax: classification, anomaly detection, and reconciliation
- Hands-on lab: preparing 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, and reverse charge
- NLP extraction from invoices and supporting documents
- Hands-on lab: building an AI model to detect incorrect VAT codes
Day 3: Reconciliation, Controls and Audit Automation+
- AI-driven matching of sales and purchase records with VAT declarations
- Exception reporting: missing VAT IDs, inconsistent rates, and SAP posting errors
- Generating automated audit evidence and explanations
- Hands-on lab: creating 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, and anomalies
- Automated alerts for compliance risk
- Hands-on lab: building a VAT/GST Power BI dashboard with drill-down analytics
Day 5: Integrating AI and 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: developing 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: creating a "VAT Compliance Copilot" for Q&A and process guidance
Day 7: Prompt Engineering for Tax Compliance+
- Designing prompts for consistent, auditable tax output
- Creating prompts that deliver consistent and auditable tax results
- Designing prompts specifically for tax reconciliations
- Developing prompts to generate clear audit notes
- Writing prompts that explain errors within tax workflows
- Hands-on lab: building prompt templates for recurring tax workflows
Day 8: Workflow Automation with Copilot and Power Automate+
- Triggering workflows for approvals, reporting, and reconciliation using Copilot
- Automating the extraction of SAP reports for VAT processing cycles
- Developing a workflow to generate a monthly VAT analysis pack
- Streamlining monthly VAT report generation and analysis with automation
- Hands-on lab: creating a workflow to generate the monthly VAT analysis pack
Day 9: Connecting SAP Data to Copilot Dashboards+
- Using connectors for secure access to SAP tax data
- Integrating APIs to streamline data flow into Copilot dashboards
- Applying secure access patterns to safeguard financial information
- Using conversational analytics to quickly identify VAT anomalies for Q4
- Hands-on lab: building 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, and regulatory oversight
- Reviewing the full end-to-end digital tax workflow
- Capstone lab: building a complete SAP → Automation → Copilot → BI compliance solution
- Q&A and course review
How you will learn
This training course takes a highly interactive, applied approach, including:
- Hands-on labs using VAT/GST datasets, SAP-exported data, and Microsoft workflows
- Real-world case studies covering tax reconciliations, audit trails, and variance detection
- Practical Copilot Studio development sessions, from prompt design through to deployment
- Power BI dashboards built directly from SAP and tax transaction files
- Group exercises modelling end-to-end tax automation solutions
- Collaborative discussion of regulatory, ethical, and data governance considerations
- Each module includes use cases, templates, and repeatable workflows tailored specifically to tax operations.
The return on learning
For your organisation
- Streamlined VAT/GST processes using AI and automation frameworks
- A significant reduction in manual workload through automated data validation, reconciliation, and reporting
- Enhanced speed, accuracy, and regulatory compliance, reducing the risk of tax penalties
- Modernised tax department operations leveraging Microsoft 365, Power BI, and Copilot
- SAP tax data integrated with intelligent analytics, giving leadership better visibility and stronger strategic decisions
For you
- Gain hands-on, practical expertise directly applicable to real-world tax operations
- Build confidence using AI, Power BI, and Copilot tools to automate complex workflows
- Strengthen their capability in VAT/GST compliance, reconciliation, audit preparation, and analytics
- Develop expertise transforming tax processes into intelligent, automated pipelines
- Position themselves as key contributors to their organisation's digital tax strategy
Seya Capital certificate
Upon successful completion of this training course, delegates will be awarded a Seya Capital Certificate.
Training designed around your organisation
Every course can be delivered privately for your institution, at your premises or a venue of your choice, with case studies and content adapted to your sector and regulatory environment.