Business tax returns
Take a partnership, S-corp, or C-corp from trial balance to a tax-ready file. Adjustments, M-1 reconciliation, and form mapping in one pass.
The Tallyfor Platform
Turn your data into deliverables.
Tallyfor transforms financial data and documents into revenue producing deliverables. Integrations, automations and AI work for your firm to drastically increase capacity.
Financial Data
Documents
Schedules
Business returns
Individual returns
Financials
Tax plans
What your firm delivers
Every deliverable on your desk, from one source of data.
Individual tax returns
Pull Schedule C, E, and F activity straight from the books. Organize source documents and hand the preparer a clean 1040 workpaper.
Business financial reporting
Generate the income statement, balance sheet, and cash flow statement on book or tax basis — no cell-by-cell formatting, ready to share with the client.
Individual tax planning
Model the year before it closes. Project taxable income, test scenarios against current balances, and advise clients with real numbers.
How it works
Four parts. One workflow.
The platform is built around the data, not the form. Each part hands clean work to the next, so nothing gets re-entered.
01
Trial Balance
A cloud trial balance that speaks books and tax.
Flow a client's general ledger from any accounting system into a working trial balance. Automated classifications and adjustments do the heavy lifting, allowing you to focus on valuable work.
- Import from Xero, QuickBooks, or a spreadsheet
- Book, reclass, and tax journal entries side by side
- Mappings persist year over year — set up once, roll forward
02
WorkLESS Papers
Client documents, organized for you.
Collect, sort, and attach source documents to the accounts they support. Every number on the return traces back to the paper behind it, in a binder your reviewer can follow.
- Attachments linked to trial balance lines
- A review-ready binder for every client
- No more chasing files across email and drives
03
TaxCalc
Tax planning on a real 1040 engine.
TaxCalc projects the year as you work — a line-by-line 1040 calculation plus state tax for all 50 states, recomputed on every change. Model scenarios side by side and set quarterly payments from real numbers.
- Line-by-line 1040 math: AMT, QBI, NIIT, SE tax, credits, and capital gains
- Side-by-side scenarios: entity election, Roth conversions, retirement plans
- Safe-harbor quarterly estimates for federal and state — computed, not guessed
04
Integrations
Fits the stack you already run.
Tallyfor sits at the center of all the systems you use to run your firm and serve your clients.
- Client facing: General Ledger, Document Storage and Organizers
- Firm tools: Practice Management and Tax Filing
- Automation and Intelligence: APIs and MCP (AI)
General Ledger
Document Storage
Practice Management
Tax Filing
FAQ
Common questions.
What is Tallyfor?
Tallyfor is a cloud platform for CPA firms that connects client books to the tax return. It combines a cloud trial balance, tax workpaper organization (WorkLESS Papers), and individual tax planning on a line-by-line 1040 calculation engine (TaxCalc), all on a single source of client data, then exports tax-ready files to your tax software.
What does Tallyfor replace?
Excel trial balance workbooks and desktop-era engagement and workpaper software. Firms use Tallyfor instead of maintaining linked spreadsheets, desktop trial balance modules, or server-based binders — without changing the tax software they file with.
Which accounting systems does Tallyfor connect to?
Tallyfor imports client books directly from QuickBooks Online and Xero, and accepts spreadsheet imports for everything else.
Which tax software does Tallyfor export to?
Learn more in our Knowledge Base.
Do my account mappings roll over from year to year?
Yes. Account-to-form-line mappings persist year over year, so book-to-tax is a one-time setup per client — not an annual re-mapping exercise.
How is Tallyfor priced?
Per binder. No per-seat licenses, no multi-year contracts, and no auto-renewal traps — cancel any time. See pricing for details.
Is my firm's data locked in?
No. You can export trial balances, workpapers, and reports to Excel, Word, and PDF at any time. Your client data is never held hostage to a contract or a billing dispute.
Get started
Bring one client. See the whole workflow.
Pay per binder, cancel any time. Set up an engagement in five minutes and take it from the books to a tax-ready file.