Tax Compliance & Filing System

Description

What it is:
A central command for annual, quarterly, and payroll tax workflows with deadline control and document readiness.

Outcomes:
• Zero missed deadlines via smart calendars & nudges
• Repeatable workpapers for notices and amendments
• Transparent client/manager review paths

Modules:
• Entity Profiles (nexus, method, elections)
• Calendars (federal/state/VAT/payroll with auto roll-forward)
• Workpapers (income tax, VAT/GST, payroll filings; tie-outs to TB)
• Withholding & Estimateds (projections, vouchers)
• Document Room (source-doc index, checklist, ready-to-file pack)

Controls & Logs:
Reviewer sign-offs, change logs, notice tracker with SLAs.

Formats:
XLSX workpapers, DOCX binders, ICS calendar exports, PPTX “Tax Readiness” slide.