AI workflows for tax.

Preparing tax records and filings, and tracking tax obligations and deadlines.

Who does this work

  • Tax manager
  • Tax accountant
  • Tax analyst

1 workflow template ready to adapt, and 5 workflows identified.

Updated

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Examples of the workflows identified
  1. Prepare the year-end tax packet for the accountant
  2. Keep the tax filing and payment calendarIllustrative
  3. Prepare contractors' year-end tax forms for reviewIllustrative
  4. Prepare the periodic sales tax filing packetIllustrative
  5. Prepare the response file for a tax noticeIllustrative

The workflows identified

Marked illustrative: an example of the work, identified, with no workflow template yet.

Prepare the year-end tax packet for the accountantGives the tax adviser an indexed packet of the year's figures and documents, with missing items and questions tied to the adviser's checklist.Workflow template
Keep the tax filing and payment calendarKeeps one calendar of the company's tax returns and payments with due dates, owners and the records each needs, and lists what is due soon and what is unprepared.Illustrative · not built yet
Prepare contractors' year-end tax forms for reviewLists contractors paid in the year with totals from the ledger, the tax details on file and those still missing, and drafts the requests for the missing details.Illustrative · not built yet
Prepare the periodic sales tax filing packetSummarizes taxable, exempt and refunded sales by jurisdiction, ties tax collected to the ledger and lists missing exemption certificates, for the person who files.Illustrative · not built yet
Prepare the response file for a tax noticeSummarizes what a tax authority's notice asks for, gathers the matching returns, payments and records, and lists the questions for the tax adviser before any reply.Illustrative · not built yet

Workflow templates

Year-end tax packet for the accountantOnce the year's books are closed, the owner or bookkeeper hands the accountant one packet: the documents asked for and what is still missing, every contractor paid over the reporting line with missing tax forms flagged, the year's estimated tax payments, and the questions to ask. It works out no tax.Workflow template

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Where to go next

All of finance and accountingEvery area of the function, with workflow templates and examples.Map your team in the PlannerPut this work in your plan, with the roles that do it.

Other areas of finance and accounting

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