Additional (Known) Requirements# Description Additional Information Owner/POC

1 E& P + Tax Pool – currently offline in Excel – used for M&A Underway in TalismanLong-term – CorpTax?Kevin to distribute on Excel file.

2 Entity or Stock Basis. Selling/Liquidating entity – need to know Tax Basis.No consistent templates or logic – but Steve’s group will develop template.

Referred to Steve .Solution TBD.Kevin to distribute on Excel file.

Steve

3 Forecast – From Hyperion Planning? – need to improve – not just Legal Entity – may need PSL by countries, Region, etc. -

Can maybe pull from Hyperion?Kevin to distribute on Excel file.

Planning Group – Steve?

4 Tax controversy – want module – before UTP (Fin 48/FAS 5) ID issues & also current FIN48 module has limitations - new module should be viewable across Halliburton.

Thinking Talisman.Kevin to distribute on Excel file.

Janet

5 Split year – reorg Support – how does system handle with inbound/outbound organization adjustments– mid-year Legal Entity adjustments.

Randy

6 Support maintenance of Book-Tax walk at a GL level. Gary

7 XBRL capabilities Gary

8 Calculates Tax adjustments to Goodwill/OCI Equity Current/ deferred Expense - tag in every possible way Sch M adjustments.

Gary

9 Multi-year adjustments (recurring) Gary

10 Work paper flexibility to push & pull data – what pre-defined templates do they have – versus flexible approach

Gary & randy

Additional (Known) Requirements# Description Additional Information Owner/POC

11 Can we designate certain (prioritize) which ones require work papers? Gary

12 Data collection tool - package Offline financials we nee to capture. Randy

13 Sub F pickups – all compliance tool data needs to feed to Provision

14 Automation of compliance forms prep. Randy

15 Migration Plan – how to implement with & around existing platform (CorpTax/talisman, etc.)

16 NOT FOR VENDORS – how are we going to transition data from combined accounts to break out data (e.g. deferred accounts)

Need HAL resources to help.

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Additional (UnKnown) Requirements# Description Additional Information Owner/POC

1 Offline processes – can we work process outside of system, or does it need to live in system?

199 R&D, Sub F, E&P pools, Tax Pools

2 Data interaction with the tool. – Interface (data bridge) with Talisman for FIT, FIN48, etc.) – Data Transfer package.

Kevin

3 Thumbnail capability – e.g. attach a checklist to Sch M adjustments (workflow?)

Need to go upstream into accounting system and bring result back to Tax.

Gary

4 Need ability to automate Sch M at a lower level (like Internal Order) – extract from ODS – automate adjustment and link in through Tax Workpaper?

How many levels do they allow for automation of GL?

Randy

5 Can we “bolt on” at multiple levels (GL, ODS-internal orders, etc.) Randy

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