Individuals
File your own return with a guided workspace for source documents, income, deductions, review, and filing status.
Tax
Tax Tax workflows for individuals, TaxPros, and organisations.
Prepare your own return, manage client tax work, or organize company and nonprofit filings with source documents, diagnostics, review status, and e-file tracking in one tax-year workspace.
Choose the Tax workspace that matches who is filing: individuals, TaxPros, or organisations.
No card required. Sign-up takes 60 seconds.
What you get
Designed for the work you need to finish.
TaxPros
Prepare and review returns for clients with organizers, source document collection, reviewer queues, diagnostics, and e-file tracking.
Organisations
Keep company and not-for-profit tax records, approvals, source documents, and filing status organized by tax year.
Year-by-year records
Keep each tax year separate with carryforward data and prior-year context available when needed.
Diagnostics and review
Surface missing documents, return checks, review notes, and exceptions before the filing is submitted.
E-file tracking
Track submissions, acknowledgements, and rejections so filing status does not live in a separate spreadsheet.
Pricing
Start free for 30 days. Pick a plan when you're ready.
Every plan includes a 30-day free trial - no card required up front. Pick the plan that matches your team today, then add the modules, countries, and workflows you need as you grow.
Trial
$0for 30 days
- Full feature access
- Current supported tax year
- No card required
Professional
$99/ user / month
- Unlimited returns
- Federal and supported state workflows
- E-file tracking
- Reviewer seats
Organisation
Contactfor companies and nonprofits
- Entity tax workflows
- Multi-year records
- Custom onboarding
FAQ
Common questions.
- Who can use WorkpaperOS Tax?
- Individuals, sole proprietors, TaxPros, accounting firms, companies, and not-for-profit organizations can use Tax for supported return workflows.
- Can a TaxPro manage client returns?
- Yes. TaxPros can collect documents, prepare returns, review diagnostics, track e-file status, and keep work organized by tax year.
- Can an organisation use it for its own filings?
- Yes. Companies and nonprofits can use Tax to organize source documents, review status, approvals, and filing records.
Choose the Tax workspace that fits the return.
Start with the audience you need today, then keep each tax year organized from intake to filing status.