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Tax-ready document preparation for small businesses
Year-end stops being an archaeology project and becomes an export.
The problem
Categories get guessed months after the purchase, tax is never separated, and the accountant sends back a list of questions nobody can answer anymore.
Contractors, service businesses and small offices preparing their own books.
What gets built
- Category rules built from your own chart of accounts
- Tax separated from the net amount on every line
- Each document attached to a job or client
- Anything ambiguous confirmed in chat on the day of purchase
- Monthly summaries in the format your accountant expects
What you get
- One recognizable category on every expense
- Tax split out line by line
- Reports ready on the 1st, without chasing anyone
Case study
Tax-ready categories without an accountant chasing you
Every expense is sorted into materials, tools, fuel and permits, with tax split out — the same structure the accountant already asks for.
GuideWhat tax-ready actually means for a contractor
Materials, tools, fuel, permits — sorted the way your accountant asks for them, with tax split out on every line.
Want this running in your business?
Book a free 20-minute call — you talk to the person who builds it.
Book a call