tax-filing-prep

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

1. Confirm the entity, period, and jurisdictions in scope.
2. Pull the reconciled books and reconcile them to source documents.
3. Classify income and expenses to the right tax categories.
4. Compute the liability and any credits or deductions claimed.
5. 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.