Tax
Organize client records, research questions, supporting schedules, and review notes into a tax work pack with a clear source trail.
Start a workspace
Tax practices, accounting firms, and internal tax teams
From the first document to the final review.
OpenTeam organizes supplied financial records, drafts information requests, and prepares research and review packs for the responsible tax professional.
Collect the supporting records
Organize client documents, ledger exports, prior-period files, and correspondence by entity and reporting period.
Identify missing information
Compare the supplied records with the team's checklist and draft an information request for unresolved items.
Prepare research and schedules
Compile source-linked working schedules, research questions, and assumptions using approved materials.
Review the tax position
Have the tax professional verify calculations, authorities, and proposed positions before filing or client advice.
Useful work. Ready for your review.
Use only the records, accounts, and sources authorized for this task. The responsible professional reviews facts, calculations, citations, and final work product. External actions follow the team's selected approval mode and account permissions.
- Client document checklist
- Working schedules
- Research question pack
- Tax review notes