Eleven recurring tax processes. For each one, three quick choices: how often it runs, how manual it is and how much judgement it needs. About five minutes, no details needed. You get your processes sorted into four boxes, with or without new technology.
The rule is simple on purpose: a lot of judgement keeps a person in charge; frequent, rule-based work is worth automating; yearly manual work with little judgement is worth questioning; everything else needs standardising first.
Other checks: Quick Scan · Tax Data Check · Tax Reporting Check · Technology Readiness Check