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ACCPAC Financial Statements
This document showcases the general format for the statements that are downloaded from ACCPAC software. Files in this format will be read in by the AI.TaxAssist tool when you choose Software Type as ACCPAC. Sample PL downloaded from ACCPAC Sample GL ...
Quickbooks Financial Statements
This document describes the steps to download the PL and GL statements from your Quickbooks account. The general format for the statements from Quickbooks is also listed here. Files in this format will be read in by the AI.TaxAssist tool when you ...
Financial Documents Required
In order to produce the tax computation, AI.Taxassist system requires a few financial documents from your client. The documents required are listed below, Note: General Ledger should only contain P/L items. No items from Balance Sheet should be ...
Outstanding Inquiry (OSI)
How do I raise an OSI? - Please refer to the article Create Queries for the Client. What are the 4 questions styles possible? ...
Tax Categories - Non Deductibles and Non Taxables
AI.TaxAssist uses machine learning to cognitively suggest the non-deductibles and non-taxables in the workspace entries. This classification is marked under the Category column in the Workspace. Non-deductibles are marked on Expense entries. If an ...