Use the real Taxes workspace below with local sample records. Nothing is billed, filed, synced or sent. Estimates and workpapers support planning; they do not replace complete records or a preparer’s review. Each practice workspace resets independently when reloaded.
Taxes & Preparation
Taxes: records, deductions and preparation
Practice tax profiles, expenses and receipts, deduction reviews, mileage, payment tracking and guided workpaper preparation.
Lessons in this guide
- 1 Set up your tax workspace
- 2 Capture expenses and receipts
- 3 Review deduction opportunities
- 4 Record mileage and inspect the ledger
- 5 Track federal and state payments
- 6 Prepare and export workpapers
- 7 Calculate a Colorado sample
- 8 Review the California worksheet
- 9 Check ordinary-income and business-tax coverage
- 10 Use a target when calculation is unavailable
- 11 Correct income, refunds and duplicate records
- 12 Separate business-tax payments
- 13 Resolve a source review and resume preparation
- 14 Find recognized ledger entries
- 15 Recognize future-dated payments honestly
- 16 Compare a federal calculation with a savings budget
- 17 Plan with your preparer’s federal target
- 18 Resolve a missing received date
- 19 Prepare vendor payment workpapers
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