Tax

Extract book trial balance and key balances such as accruals, fixed assets, M&E or other tax sensitive accounts.

• Formatting, cutting, pasting to get info ready to be entered into the tax computation system.

• Manipulating trial balances before importing into tax tool.

• Rollover balances and input into tool.

• Validating information by referring to a checklist of items to ensure that the checklist is complete.

• Assuring data such as validating the book income on the M-3 equals the book income in the equity roll-forward.

• Fixed asset or quarterly payable roll forward.

• Entering tax data by pushing of tax specific data from a work paper into the tax application for federal, state, international, extensions and estimates.

• Moving trial balance data from GL into tax reporting systems.

• Tax return processing.

Download of specific reports at specified times and emailing them to stakeholders.

• Identify unreconciled items and send alerts.

• Checking and reconciliation of various tax balances to triage exception items for review.

• Reconciliation of balance and transactions in the finance system.

Checking returns to ensure proper attachments and elections are included.

• Certified mail – complete the 3 separate forms needed and save the receipts in the correct folder.

• Create labels for mailing.

• Print, file and save the returns.

• Clearing diagnostics for eFiling.

• XML to return reconciliation.

• Print or email eFiling acceptance notification or rejections or emailing to a specified person.

• Save to designated file with correct naming convention.

• Maintain historic tax data for audit purposes.