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Bloomberg Tax
Arlington, Virginia, United States
What it is
Bloomberg Tax is a web-based suite of tax research and software for tax professionals, corporate teams, accounting firms, government, and advisory firms. Its products include Tax Provision, Workpapers, Fixed Assets, Tax Research, and other tools. Tax Research brings together news, expert analysis, and links to primary sources, with updates on federal, state, and international tax topics. Bloomberg Tax Answers generates AI responses from Bloomberg Tax content and links to referenced material. Workpapers can automate roll forwards, transform data, track cell-level changes, and support sign-off with multilevel approvals. It can connect to ERP and general ledger data through secure file transfer, integrates with Provision, Fixed Assets, and Research, and supports Excel exports. Fixed Assets is a cloud-based subledger that calculates depreciation using current tax laws. Bloomberg Tax advertises 24/7 help desk support and offers implementation and integration assistance through certified partners and its professional services team. Pricing is on request; prospective customers are directed to contact sales.
For and against
For
- Research covers federal, state, and international topics
- AI answers link to referenced source material
- Workpapers supports multilevel approvals
- Help desk support is advertised 24/7
Against
- Pricing is available on request
- Web platform only
The verdict
Bloomberg Tax combines tax research with workpaper, fixed-asset, and related tools for professional and organizational users. Prospective customers need to contact sales for pricing.
Who it suits
It is aimed at tax professionals and organizations such as corporate teams, accounting firms, government, and advisory firms. The suite’s research and workpaper tools may suit teams handling tax data, filings, or research across jurisdictions.
Plans and prices
Bloomberg Tax suite
Tax Provision · Workpapers · Fixed Assets · Research
Read 15 Oct 2026 · pro.bloombergtax.com
Bloomberg Tax products
Tax Provision · Workpapers · Fixed Assets · Tax Research
Read 3 Oct 2026 · pro.bloombergtax.com
On the record
- AI capabilities
- Bloomberg says its AI tools answer tax questions with linked citations and automate repetitive tax-data and calculation work.pro.bloombergtax.com · read 15 Oct 2026
- AI research
- Bloomberg Tax Answers provides AI-generated responses based on Bloomberg Tax content and links to the source material referenced.pro.bloombergtax.com · read 3 Oct 2026
- API documentation
- Bloomberg Developer provides API references, endpoint schemas, sample code, tutorials, security guidance and usage limits for registered clients.developer.bloomberg.com · read 15 Oct 2026
- API security
- Bloomberg Web APIs use HTTPS, REST, JWT credentials, OAuth2/OpenID Connect flows and registered-IP allowlists.console.bloomberg.com · read 15 Oct 2026
- Change controls
- Workpapers records cell-level edits and supports multilevel sign-off trails for audit and SOX-control purposes.pro.bloombergtax.com · read 15 Oct 2026
- Company founding and size
- LinkedIn lists the company as founded in 1929 with 1,001–5,000 employees.linkedin.com · read 15 Oct 2026
- Company headquarters
- LinkedIn lists headquarters at Arlington, Virginia.linkedin.com · read 15 Oct 2026
- Company legal name
- Crunchbase identifies the maker as Bloomberg Industry Group, Inc.crunchbase.com · read 15 Oct 2026
- Corporate Tax Analyzer
- Corporate Tax Analyzer automates corporate-income-tax calculations, analysis, law updates and reporting in a centralized system.pro.bloombergtax.com · read 15 Oct 2026
- Data Connect
- Workpapers Data Connect pulls and transforms ERP or general-ledger data through secure file transfer into calculation workbooks.pro.bloombergtax.com · read 15 Oct 2026
- Data connections
- Workpapers can use secure file transfer protocols to pull and transform ERP and general ledger data.pro.bloombergtax.com · read 3 Oct 2026
- Desktop installation
- Income Tax Planner documentation supports installation on local drives, mapped or UNC network paths, Remote Desktop and Citrix.data.bloomberglp.com · read 15 Oct 2026
- Fixed Assets
- Fixed Assets is a cloud subledger that calculates depreciation under current tax law, protects closed periods and supports scenario modeling.pro.bloombergtax.com · read 15 Oct 2026
- Integrations
- Workpapers integrates with Bloomberg Tax Provision, Fixed Assets, and Research, and supports exporting to Excel.pro.bloombergtax.com · read 3 Oct 2026
- Intended users
- The site describes its tools for tax professionals, corporate teams, accounting firms, government, and advisory firms.pro.bloombergtax.com · read 3 Oct 2026
- License
- The Bloomberg Tax license grants a limited, non-exclusive, non-transferable right to use specified software and documentation; it is proprietary rather than open source.assets.bbhub.io · read 15 Oct 2026
- Limit: cost and fit
- A G2 reviewer described the fixed-assets product as expensive and unsuitable for small businesses, while another said larger companies may need more advanced software.g2.com · read 15 Oct 2026
- Limit: performance and usability
- G2 reviewers report slow loading or freezing, cumbersome report options, limited search fields and awkward multi-user behavior.g2.com · read 15 Oct 2026
