Corporate Tax | United States
The workings your advisor asks for, already done.
Quarterly estimates computed from the books as the year runs, book-to-tax differences classified when they are posted rather than hunted for in March, and state apportionment factors built from real sales, payroll and property data. The return stays with your advisor. The assembly does not.
Trusted by finance teams
Estimated Payments
Four payments a year, computed from the books that made them.
Estimates built from actual year-to-date results rather than last year plus a guess, with the safe-harbour position shown alongside so the choice between them is deliberate. Underpay and there is a penalty; overpay and you have lent money interest-free for a year.
Book to Tax
Where the accounts and the return diverge, recorded as it happens.
Meals, penalties, depreciation, accruals and reserves sit differently in the books than on the return. Each difference is classified when the transaction is posted, so the reconciliation and the deferred position build through the year instead of being reconstructed from a trial balance.
State Apportionment
One set of profits. Several states that each want a share.
States divide your income using factors built from sales, payroll and property, and they do not all use the same formula. The factors are computed from the same records the business already runs on, so the numbers behind an apportionment are traceable rather than assembled once a year.
Buyer FAQ
What teams ask before they switch.
Do you prepare our tax return?
No, and we would rather be plain about it. Your advisor prepares and signs the return. What we remove is the assembly they currently charge you for: the trial balance mapping, the book-to-tax difference hunt, the depreciation bridge and the apportionment data pull. What is left is the judgement you are actually paying for.
Why does this sit in a finance platform rather than a tax tool?
Because the inputs are transactions, and the classification that makes a return possible is only cheap at the moment the transaction is posted. Whether an expense was a client meal or entertainment is obvious that week and archaeology nine months later. A tax tool receives a trial balance; this receives the transactions.
We are a pass-through. Is any of this relevant?
More than most people expect. The entity may owe no tax, but the differences still exist and still get reported and allocated, and your owners need a number from you to compute their own estimates. Pass-throughs are where the book-to-tax work most often gets skipped on the assumption that no tax means no reconciliation.
Do you print rates and thresholds?
No, deliberately, anywhere on this site. Rates and thresholds change and vary by state, and a stale number found by a buyer in a single search costs more than it ever saved. The system computes on the basis you or your advisor configure and shows the workings.
How many states does this handle?
As many as you have activity in. The factors come from your invoices, payroll and asset records, so adding a state is a matter of configuring its formula rather than rebuilding a spreadsheet. If you only file in one state today, this is worth revisiting when you hire or sell into a second.
Can our advisor work in it directly?
Yes, scoped to the periods and entities they are engaged on. Most of what they ask for in the first two weeks of an engagement is what this holds, which tends to shorten the engagement rather than lengthen it.
See your book-to-tax differences build from the ledger.
Connect your books, free. Estimates, differences and apportionment factors compute from what you have already posted.
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