Corporate Tax | Financial Management
Book to Tax
Meals, penalties, depreciation, accruals and reserves all sit differently in the books than on the return. Each difference is classified when the transaction is posted rather than hunted for afterwards, so the reconciliation and the deferred tax position build through the year instead of being reconstructed from a trial balance in March.
What it does
Inside Book to Tax.
Connect your books, free. Differences are tagged as transactions post, and the reconciliation assembles from them.
01
Difference classification
02
Depreciation bridge
03
Accrual timing
04
Reconciliation
05
Deferred tax
06
Drill-through
07
Advisor handoff
Where it sits
Part of Corporate Tax.
Estimated Payments Quarterly estimates computed from the books as the year runs, with the safe-harbour position shown alongside the current-year projection. State Apportionment Sales, payroll and property by state pulled from the books, so the apportionment factors are computed from source data rather than estimated in a spreadsheet.
Run Book to Tax against your books.
A working session on your structure and a month of your documents.