Solution · Tax firms

One desk for every client’s tax.

Every client brings different books and deadlines. Setoff gives your firm one desk to prepare, review and file for all of them.

In TaxOS

The board your team would run.

TaxOS · the engine

Clients as entities, each with its own scope, so your staff see only the clients they serve.

Prepare

Transfer Pricing
TP Analyst
Monthly TP benefit checks
12 entities - running
Reconciliation
Recon Manager
Ledger match review
37 variances - routed
Imports
Imports Monitor
Customs values + import docs
128 shipments - monitored
Reconciliation
Recon Analyst
Real-time ledger reconciliation
1,247 matched - 3 flagged
Corporate Income Tax
CIT Analyst
Continuous CIT provisioning
8 jurisdictions - calculated

Review

Transfer Pricing
TP Analyst
Monthly TP benefit checks
12 entities - running
VAT Returns
VAT Filer
Complete return package
Return + 47 docs - reconciled
Imports
Imports Monitor
Customs values + import docs
128 shipments - monitored
Audit Review
Audit Analyst
Continuous position reviews
24 positions - reviewed
Corporate Income Tax
CIT Analyst
Continuous CIT provisioning
8 jurisdictions - calculated

File

VAT Returns
VAT Filer
Complete return package
Return + 47 docs - reconciled
Reconciliation
Recon Manager
Ledger match review
37 variances - routed
Audit Review
Audit Analyst
Continuous position reviews
24 positions - reviewed
Reconciliation
Recon Analyst
Real-time ledger reconciliation
1,247 matched - 3 flagged