| name | Tax Filing Prep |
| description | Assemble a complete, reconciled tax filing package ready for a preparer's sign-off. |
| category | Finance |
Tax Filing Prep
Turn the books into a filing package: every schedule supported, every number
traceable, ready for review.
When to use
- A tax deadline is approaching.
- An estimated payment is due and needs a basis.
Steps
- Confirm the entity, period, and jurisdictions in scope.
- Pull the reconciled books and reconcile them to source documents.
- Classify income and expenses to the right tax categories.
- Compute the liability and any credits or deductions claimed.
- Assemble the schedules and the workpapers behind each line.
Output
A filing package with computed liability, supporting schedules, and workpapers
per the [[Bookkeeping standards]]. A human reviews and files.