Tax-calendar reminder date
The scheduled date Solo warns the workspace about an approaching tax deadline.
Tax
Sales tax and filing-oriented operating notes.
Tax remittance date
The date collected or owed tax was actually paid to a tax authority.
Tax filing due date
The official deadline for filing a tax return, form or required report.
Firm tax portfolio
The accounting-firm view that compares tax-close progress, deadlines and blockers across all assigned clients.
External filing confirmation
Evidence recorded in Solo Superstars that a return was filed outside the app by the business or its tax professional.
Tax-close revision
A new version of a prepared tax workstream created when facts change after an earlier handoff.
CPA handoff
The approved, versioned package of books, tax facts and evidence delivered to the accountant or tax preparer.
Information return
A form that reports payments or other tax facts to a tax authority and recipient without calculating the business income-tax return.
Tax requirement
One trackable item in a tax workstream, with an owner, status, evidence and any blocking reason.
Tax workstream
A group of related tax-close requirements that advances independently, such as information returns or income tax.
Tax close
The controlled process of resolving tax requirements, freezing the prepared facts and handing an approved package to the filer.
Tax preparation
The guided workspace for completing tax-year requirements after the books are ready and before an outside return is filed.
Tax calendar
The upcoming filing and payment dates that apply to you: estimated taxes, sales tax returns, 1099 deadline.
Estimated tax
Quarterly income-tax payments owed when nobody withholds for you. The tax calendar shows the four dates.
Form 1099-K
The form a payment processor files reporting card and platform payments you received. Stripe handles it for payments through the app.
Form 1099-NEC
The form you file for each US contractor you paid $600 or more by cash, check or bank transfer during the calendar year. Card payments are excluded.
Schedule C
The IRS form where a sole proprietor or single-member LLC reports business profit or loss. The app maps your accounts to its lines.
Home state
The state your business is based in. Drives your default sales-tax rate and which state forms the tax calendar shows.
Accounting method
Cash or accrual: the basis your business files its tax return on. Set in the tax profile, separately from how reports open by default.
Entity type
How your business is set up for tax: sole proprietor, single- or multi-member LLC, S corporation, C corporation. It decides which equity accounts and forms you get.
Tax profile
Your entity type, accounting method, home state, fiscal year and nexus states. Most tax behavior in the app keys off it.