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Business Tax Organizer

Collect every business return, trial balance, and supporting schedule your firm needs to prep a corporate or partnership filing in one organized request.

What your client fills in Everything it collects

Where every field comes from

Each file only fills the fields grouped with it. AI reads the bank statement for balances and the photo ID for a date of birth — never one document's answers off another's.

Prior-Year Return

5 fields filled

Entity Type EIN Tax Year Taxable Income Total Tax

Trial Balance

4 fields filled

Period End Total Debits Total Credits Account Count

Financial Statements

5 fields filled

Period End Total Revenue Net Profit Total Assets Total Liabilities

K-1s

4 fields filled

Partner or Shareholder Names Ownership Percentage Ordinary Income Distributions

Fixed-Asset Schedule

5 fields filled

As-of Date Total Cost Accumulated Depreciation Net Book Value Asset Count

Your client sends 5 files and types 3 fields. AI reads the documents and fills the other 23.

Client sends
5
5 files to upload
Client types
3
the rest is read for them
AI fills
23
extracted from the files
On the form
26
fields in total

Start with Business Tax Organizer

Import the template and send your first request in minutes.

Use this template