TaxTax 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.

Individuals TaxPros Organisations

Coming soon

Tax is on the WorkpaperOS roadmap. Sign-up opens when it launches.

What you get

Designed for the work you need to finish.

Individuals

File your own return with a guided workspace for source documents, income, deductions, review, and filing status.

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.

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.