Draft a local file package for controller approval
When you kick it off for a country, WebRun opens Exactera, assembles the local file package with its benchmarking and functional analysis, saves it to SharePoint, and drafts an approval email to the controller that it leaves unsent for a human to review and send.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I prepare a transfer pricing local file for controller approval?
WebRun readies a local file for sign-off without sending anything. For the country you pick, it assembles the package in Exactera with its functional analysis and benchmarking, saves it to SharePoint, and drafts an approval email to the controller summarizing the conclusion, then leaves that email unsent so a human reviews and approves before it goes out.
- A review-ready local file package assembled on demand
- Open items surfaced before the controller sees the package
- The approval email is drafted but never sent without a human
Built for transfer pricing managers · corporate controllers · multinational tax teams · tax directors
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
app.exactera.comin a real browser with your saved login - no setup, no API keys. -
1
Exactera - assemble the local file package
exactera.com How to Automate Exactera
WebRun opens Exactera to assemble the local file package. - Open Exactera and generate the local file for the selected country
- Include the functional analysis, benchmarking set, and arm's length conclusion
- Confirm the report is complete and note any open item
Done when The country's local file package is assembled and checked for gaps.
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2
SharePoint - save the package
sharepoint.com
WebRun opens SharePoint to save the local file package. - Save the package as a dated file in the country's local file folder
- Name it by country, entity, and reporting year
- Keep any prior version so the approval trail stays intact
Done when The package is saved to SharePoint with a version date.
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3
Gmail - draft the approval email
gmail.com How to Automate Gmail
WebRun opens Gmail to draft the approval email, left unsent. - Draft an approval email to the controller with the SharePoint link
- Summarize the tested transactions and the arm's length conclusion
- List any open item that needs a decision
- Leave the email as a draft. Do not send it
Done when An approval email is drafted and waiting, unsent, for the controller.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it send the approval email to the controller?
No. WebRun drafts the email and leaves it unsent in Gmail. A human reviews the package, confirms the conclusion, and sends it, so the sign-off request never goes out on its own.
Does it file the local file with the tax authority?
No. WebRun only assembles the package and saves it internally to SharePoint. Filing with any tax authority is a separate human step and is never automated.
How will the controller know what to check?
The draft email summarizes the tested transactions and the arm's length conclusion and lists any open item, so the controller sees exactly what needs a decision before approving.
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