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A template shaped around your work

Tax work that fits the way you work.

Have a recurring tax workflow that does not fit a standard workbook? TaxWorkBooks can scope a custom Excel working-paper template around your entities, filings, calculations and review process.

Tell us what you need

We will review each submitted request and provide a fee quote to build the custom template. If we need more information to define the work, we will contact you first. Work begins only after you accept the proposed scope and fee. Custom templates are working-paper tools, not tax advice, return preparation or a substitute for professional review.

01 Your organization
02 Entity and jurisdiction

Select every entity type and tax jurisdiction that applies.

03 Tax work to cover

Select the tax areas, returns or recurring schedules the template should support.

04 Workflow and outputs
05 Follow-up

Your answers stay in this browser unless you send the email.

01 · Review

We review your request

We consider the workflow, entity, tax coverage and information you provide.

02 · Clarify

We scope the work

If needed, we contact you to clarify requirements, source data, users, controls and delivery expectations.

03 · Quote

You decide

We provide a fee quote to build the custom template. Work begins after you accept the scope and fee.