Tax Workpapers
HubSync’s Tax Return Workpaper module provides a comprehensive platform that consolidates the essential components for preparing and filing a complete tax return.
Workpaper Overview
360-degree view of the return without needing to open the tax preparation software.
Flexible designs accommodate the preparation of returns with varying complexities.
One-touch, seamless integration with Thomson Reuters GoRS/OIT and other tax software systems.
Multi-level sign-off capabilities by level, sheet, and line.
Embedded Review Note functionality with the ability to purge notes.
Standardized training across your firm.
Significant ROI and time savings.
Trial Balance
Firms leverage HubSync's Trial Balance module to store trial balance data, compute adjustments, and post journal entries to calculate the Tax Adjusted Balance.
Client-level one-time setup.
Multi-entity Trial Balance capability.
Machine learning-based Tax Account Group Mapping.
Built-in automated tax adjustment calculations and journal entries.
Integrated custom tax adjustment calculation capability.
View Trial Balance and Adjustments in a single view.
Book to Tax Reconciliation Summary.
Integration with Tax Filing Software
All workpapers are equipped with built-in single-click integrations to tax filing software solutions. Validations are enforced to ensure accurate data transmission and ease of error diagnosis.
Import
Prior Year Information
Entity Information
Partner Demographics
Export
Trial Balance
Adjustments
Partner Demographics
Partner Allocations
Passthrough K-1
Real Estate (Form 8825)
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Let’s see if we can help you this tax season:
Let’s see if we can help you this tax season:
