Tallyfor

Tallyfor is for CPA firms and tax professionals who want to move client financial data into tax workpapers without rebuilding trial balances in spreadsheets. Import a general ledger from QuickBooks Online or Xero, or upload a spreadsheet, then organize accounts, post book and tax adjustments, and map balances to tax form lines. Account mappings can carry forward to later years. Attach client documents to the trial balance accounts they support to create a reviewable binder. Tallyfor can export tax-ready files to CCH Axcess, Drake, Lacerte, ProConnect, and UltraTax, so firms can continue preparing and filing returns in their existing tax software. It also includes tools for business financial reporting and individual tax planning, including modeling tax scenarios and estimated payments. Tallyfor is a fit for firms seeking a cloud-based alternative to spreadsheet trial balances and workpaper organization; it is not a replacement for tax filing software.

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