Tax Workbook: Fill Before You File

Fill out the form to get your custom quote.

Tackle taxes with ease

Organize your tax information with this easy-to-use workbook

Your tax preparer needs the details of your business activities to effectively build your company’s financial big picture. CPAs wish every small business would fill out this workbook first so they can help you avoid potentially painful fees and penalties.TaxWorkbookThumb.png

Use this workbook to organize all your tax data.

This workbook helps organize your data, including:

  • Basic company information
  • States of incorporation
  • Entity & incorporation details
  • Stock & ownership information
  • Income
  • Payroll & 1099 information
  • Tax credits
  • Foreign filing

R&D Offer Quiz

Step 1 of 3

Answer to find out if you're eligible for R&D tax credits.

Do the activities performed relate to a new or improved business component’s function, performance, reliability, quality, or composition?(Required)
For Example: A mid-sized packaging company develops a slightly modified cardboard box design to improve its stacking strength (reliability) for warehouse storage, involving minor adjustments to the corrugation pattern to reduce collapse under standard weight loads.
Is your company trying to discover information to eliminate uncertainty concerning the capability or method for developing or improving a business component?(Required)
For Example: A furniture manufacturer investigates whether a cheaper wood adhesive can hold joints as effectively as the current one during assembly, testing bond strength to resolve doubts about its capability in standard production lines.
Do the activities performed constitute a process of experimentation?(Required)
For Example: An auto parts supplier runs a series of bench tests on different lubricant formulations to find one that reduces friction in engine bearings more effectively, systematically comparing wear rates over simulated operating cycles.