How Offen Petroleum Overcame Bad Data and Manual Work with Data Transformation

The company

Offen Petroleum is one of the largest fuel distributors in the United States providing industrialized fuel, propane, lubricants, DEF, and other fuel-handling needs. Working across 35 states, the seven-man tax team handles approximately 145 returns, of which 120 are monthly.

The challenge

Missing and Insufficient Tax Data Lead to Manual Spreadsheet Manipulation for the Tax Team

Missing data in transaction records and difficulties reconciling receipts with disbursements created inefficiencies in Offen Petroleum’s tax process. Relying on basic tools like spreadsheets made addressing these issues both monotonous and time-consuming.

“Our tax data lacked information like receipts, disbursements, cities, and states, which required tedious monthly analysis on my part,” said Brett Fullmer, Tax Manager.

The team had to manually clean and format their data before importing into their tax software, yet still faced additional work to correct billing errors and reports.

“Our previous software presented issues when filing returns, necessitating resolution outside of regular business hours, such as on weekends or after 5:00 PM, to avoid disrupting our billing team,” said Fullmer.

The solution

Offen Petroleum’s tax consultant recommended ComplyIQ, powered by IGEN, to transform data and generate returns.  

Using a phased approach, they transitioned from manual data manipulation in spreadsheets to automated data transformation.

“IGEN created these customized widgets to accomplish accurate data cleansing, which was pretty phenomenal and saves me several hours a month.”

Their transition also involved moving returns from their previous software for improved user experience and efficiency.

“ComplyIQ is more intuitive; we understand how to bring our data in, adjust the schedule logic, and make our returns cleaner,” said Fullmer. “By saving time on data prep, we can focus on other high-priority things, like reconciling the general ledger.”

ComplyIQ Support

“We really appreciate everyone we’ve worked with at IGEN,” Said Fullmer. “They have great support and are really quick in responding when we have questions, which is a notable improvement and differentiator from our previous software provider.”

The results

Switching from manual tax processes and from a different tax software has allowed Offen Petroleum to easily adjust schedule logic, improve data governance, and streamline cross-functional efficiencies.

With ComplyIQ, the Offen Petroleum tax team has:

• Eliminated delays and system slowdowns that were present with the previous software, enabling faster operations and more dependable performance for the tax team.
• Saved several hours of labor monthly through an automated data transformation workflow.
• Enhanced data governance by automating data cleansing, harmonization, and accuracy assurance.
• Reduced amendments and refunds due to efficient data transformation processes.