AI.TaxAssist | Accounting Software Types

Accounting Software Types
Xion Formatted Statements
This article shows you the format for financial statements - GL, PL & FA that will be read in when Software Type Xion is chosen. General Ledger (GL) Download Xion GL Template Column Details: Date column accepts dates in all valid formats. Note: As ...
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 ...
MYOB Financial Statements
This document describes the steps to download the PL and GL statements from your MYOB account. The general format for the statements from MYOB is also listed here. Files in this format will be read in by the AI.TaxAssist tool when you choose Software ...
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 ...
Guidelines for Format of Financial Statements
This article lists all the rules that must be followed before you upload documents into the AI.TaxAssist tool. 1. Select the correct source accounting software of the financial documents in the system Refer to articles here for the procedure to ...
Xero Financial Statements
This document describes the steps to download the PL, GL and FA statements from your Xero account. The general format for the statements from Xero is also listed here. Files in this format will be read in by the AI.TaxAssist tool when you choose ...

Popular Articles
User Roles Explained
The AI.TaxAssist product has a few different roles for the users that have access to the application. These user roles and the permissions for the roles are as described below: Preparer – Preparer is a main doer role of the assessment and has the ...
User IDs and Passwords
Our Customer Success team will be in contact with you to understand your business needs. A list of User IDs (your email id) and passwords will be created for each of the users requiring access to the AI.TaxAssist system. The list will be sent to the ...
Create New Assessments
Note: Only a user in the FirmAdmin role has the rights to create and edit a new assessment. Here are the steps to create an assessment, Login to the AI.TaxAssist system with the FirmAdmin credentials. Click on the + button at the bottom right of the ...
Manage Assessments
Overview 1. FirmAdmin dashboard 2. Editing and Deleting assessments Note: Only a user in the FirmAdmin role has the rights to manage an assessment. FirmAdmin Dashboard Let’s take a look at the actions that can be performed on the FirmAdmin dashboard ...
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 ...

AI.TaxAssist | Accounting Software Types | Knowledge Base

Accounting Software Types

Xion Formatted Statements

ACCPAC Financial Statements

MYOB Financial Statements

Quickbooks Financial Statements

Guidelines for Format of Financial Statements

Xero Financial Statements

Popular Articles

User Roles Explained

User IDs and Passwords

Create New Assessments

Manage Assessments

Financial Documents Required