Integrated Workbooks

Effective and Fast

Are you looking for a more efficient way to manage your tax preparation process? Our Cloud Based Integrated Workbook is the perfect solution for CPA firms and taxpayers alike. Not only does it compile all of your data from Trial Balance, Questionnaire, excel and source documents into one easy-to-use summary, but it also identifies any missing information based on the prior year details. It also has templates for calculations and income allocations. Best of all, it enables you to easily export your data to tax software for return preparation.

Compiles all data

It helps compile all of your data from Questionnaire and source documents into one easy-to-use summary. That is ready for review and you no longer need to manually transfer the data into the workbook.

Comprehensive Templates

Another great thing about this workbook is its selection of comprehensive templates. These templates help make calculations simpler and more accurate than ever before. For example, there are templates available for compensation allocation, rental income, self-employment income, M1, M2, etc., ensuring that every detail is accounted for in your return preparation process.

Edit or Add data

You can add additional inform that has been submitted by the taxpayer after they have submitted the questionnaire. You can use the OCR tool to scan the documents and populate the workbook or even use the import feature to import the data from the excel sheets populated by the taxpayer. You can make change while you review the workbook.

The Sneak Preview Feature

One truly unique feature of this workbook is its sneak preview function. This allows you to get a glimpse of all the amounts that will be displayed on the tax forms before exporting them. You can even drill down from here all the way to the source documents – everything is interconnected! This feature makes it easier than ever before to review your tax return.

Export Data Easily

Perhaps the best feature of GTPH’s Integrated Workbook is its ability to export data directly from the workbook into tax software for return preparation purposes. You can choose which sections you want to export or do a full export – whatever works best for your needs! This saves time by eliminating manual entry and reduces errors caused by typos or other mistakes made during data entry.

Overall, GTPH’s Cloud Based Integrated Workbook provides an efficient way to organize and review data from different sources in one convenient place. The sneak preview feature allows users to view their results before exporting them while comprehensive templates help make calculations faster and more accurate than ever before. Finally, exporting data directly from the workbook into tax software drastically cuts down on manual entry time while reducing potential errors caused by typos or omissions during data entry as well. If you are a CPA firm looking for an easier way to prepare taxes, this workbook could be just what you need.