Workpapers CS Tax Workflow Software
Tax Workflow Software
Built specifically to streamline and simplify tax engagements, Workpapers CS is included in the tax profile of our cloud-based Software as a Service (SaaS) product and is also available in a locally-installed configuration. It enables multiple staff members to manage tax workpapers and work in the trial balance simultaneously. You can then seamlessly transfer your adjusted balance into a variety of tax applications.
Workpapers CS allows multiple staff members to collaborate on the same tax workpapers and engagements simultaneously.
Customizable tax codes
Control how balances flow and how subschedule details display in your tax application.
Import PDF files captured on your mobile device and add tick marks, stamps, text and more. Plus, scan tax workpapers, including images, directly into the engagement binder with a tablet, smartphone or other WIA or TWAIN-compatible device (available only on locally installed versions of Workpapers CS).
Easy tax reconciliation
Record and reconcile the difference between Adjusted Net Income and Tax Net Income with the easy-to-use Tax Reconciliation Utility.