Tax preparation
The guided workspace for completing tax-year requirements after the books are ready and before an outside return is filed.
In Solo Superstars
Open Close & Tax › Tax filing. It separates information returns from income tax, shows blockers and evidence, and keeps filing confirmation distinct from preparation.
Example
For 2026, complete contractor review and the books-to-return handoff before marking the outside filing as confirmed.
Codes shown are the defaults a new workspace starts with. Yours may be renamed or renumbered — check Accounting › Chart of accounts. See the full default chart.
Also called
- tax prep
- tax readiness
Related
- Tax close — The controlled process of resolving tax requirements, freezing the prepared facts and handing an approved package to the filer.
- Year-end close — Closing the fiscal year: zeroing revenue and expense accounts into retained earnings, rolling owner draws into equity, and locking the year.
- Tax workstream — A group of related tax-close requirements that advances independently, such as information returns or income tax.
- CPA handoff — The approved, versioned package of books, tax facts and evidence delivered to the accountant or tax preparer.