Entity tax records
Keep entity details, filing records, prior-year context, and source documents organized by tax year.
WWorkpaperOS
Coming soon
Tax
Tax for OrganisationsTax records and filing workflows for companies and nonprofits.
For for-profit companies and not-for-profit organizations that need tax documents, entity records, approvals, review notes, and filing status organized by tax year.
Use this workspace when the organization is filing for itself or coordinating with an outside preparer.
Coming soon
Tax for Organisations is on the WorkpaperOS roadmap. Sign-up opens when it launches.
What you get
Designed for the work you need to finish.
Company and nonprofit support
Use one workflow for for-profit companies and not-for-profit organizations that need reliable tax documentation.
Source document hub
Store statements, payroll reports, bookkeeping exports, donation records, board approvals, and supporting schedules in one place.
Approval trail
Track internal review, manager approval, preparer questions, and open items before filing.
Books handoff
Keep the records from Books or another accounting system organized for tax preparation and outside review.
Filing status
Track preparation, review, submission, acknowledgement, rejection, and completion status without a side spreadsheet.
FAQ
Common questions.
- Is this only for CPA firms?
- No. Companies and not-for-profit organizations can use this workspace for their own tax records and filing coordination.
- Can an outside preparer use the records?
- Yes. The workspace is designed to keep source documents, notes, approvals, and filing status organized for internal or external preparers.