TaxWorkpaper AI follows the natural progression of a tax return — from trial balance to account mapping, financial and equity review, book-to-tax adjustments, and a tax-ready Excel export — in one collaborative, tenant-isolated workspace.
Import a trial balance from QuickBooks, Excel, or CSV. Compare to prior year, post adjusting, reclassifying, and tax journal entries — every change tracked with full account history.
Translate accounting data into tax data with AI-suggested tax code mappings. Full reviewer control over every account, with firm-wide templates to speed up new engagements.
Validate the books before making tax adjustments — balance sheet reasonableness, income statement trends, prior-year variance, and negative-balance diagnostics.
Reconcile book income to taxable income with permanent and timing differences, Schedule M-1, and a worksheet that ties to the trial balance.
Reconcile book and tax fixed-asset balances, calculate depreciation differences, roll forward asset classes, and post tax adjustments to the general ledger.
Reconcile equity to the balance sheet — S-corp AAA and OAA schedules, partnership partner capital accounts, and C-corp retained earnings, entity by entity.
Decide what goes back to the client. Post adjusting, reclassifying, and tax entries that stay connected to the trial balance with full history.
Preparer and reviewer sign-offs with engagement locking, per-account review points, and an open-items center that consolidates outstanding questions and PBC requests.
Export a clean, tax-code-mapped Excel file ready for CCH Axcess, UltraTax, ProConnect, or your software — no manual re-keying.
Connect client books and pull account balances straight into the engagement, with change detection flagging exactly what moved on every sync.
Combine entities into a consolidated group, post elimination entries, and roll everything up to one consolidated trial balance and tax export.
Each firm gets an isolated workspace with row-level security. Invite team members, assign roles, and manage engagements together — one firm can never see another's data.
Create your firm workspace and invite your team. Your first client is minutes away.
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