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
Books and documents in. Four deliverables out.
Tallyfor turns client books and source documents into the four deliverables your firm owes its clients: business tax returns, individual tax returns, financial statements, and tax plans. Import once, adjust once, deliver all four — in the browser, with no desktop installs and no IT to maintain.
Connects to Xero and QuickBooks. Exports to CCH Axcess, Drake, Lacerte, ProConnect, and UltraTax.
Pay per return. No per-seat licenses, no multi-year contracts.
Books & documents
Tallyfor
Deliverables
Business returns
Individual returns
Financials
Tax plans
What your firm delivers
Every deliverable on your desk, from one source of data.
Map a client's books once. Tallyfor produces the returns, reports, and plans your clients expect — without re-keying numbers between tools, and without redoing the mapping next year.
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 tax.
Flow a client's general ledger from any accounting system into a working trial balance. Reclass, post tax journal entries, and map accounts to the right form lines — in the browser, without touching the client's books.
- 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 connects to the accounting systems your clients use and the tax software your firm files with. No switching, no suite lock-in — data flows in from the books and out to the preparer.
- Sources: Xero, QuickBooks Online, spreadsheets
- Tax: CCH Axcess, Drake, Lacerte, ProConnect, UltraTax
- Office: export to Excel, Word, and PDF
Xero
QuickBooks
Excel
CCH Axcess
Drake
Lacerte
Why firms switch
Built for how firms actually run.
Most firm software was designed for a different era — desktop installs, suite lock-in, and contracts written to trap you. Tallyfor takes the opposite position on every one of those.
Actually cloud-native
Open a browser, work the trial balance, close the tab. No remote desktop, no sync server, no Office add-ins that break when Windows updates — and no IT department to keep it all running.
Your data is yours
Export your trial balances, workpapers, and reports to Excel, Word, or PDF at any time. Your ability to operate never depends on a renewal.
No contracts written to trap you
Pay per return. No per-seat licenses, no multi-year commitments, no auto-renewal surprises. Stay because it works, not because you're stuck.
Works with your tax software
Tallyfor is tax-software agnostic. File in CCH Axcess, Drake, Lacerte, ProConnect, or UltraTax — we hand the preparer a tax-ready file either way.
One setup, not an annual redo
Account mappings and adjustments roll forward year over year. Book-to-tax is something you configure once per client — not every January.
Support that knows the product
You talk to people who build Tallyfor and understand CPA workflows — not a call center queue that gets longer as the deadline gets closer.
Getting started
Set up a client in five minutes.
Bring one engagement into Tallyfor and see the whole workflow end to end. No implementation project, no 40-video training course.
1
Connect the books
Link QuickBooks Online or Xero, or drop in a spreadsheet. The general ledger flows into a working trial balance.
2
Adjust and organize
Post reclass and tax journal entries, map accounts to form lines, and attach source documents where they belong.
3
Deliver
Export a tax-ready file to your tax software, or produce financial statements and planning scenarios from the same data.
Where Tallyfor is headed
The platform keeps widening.
Tallyfor started by connecting the books to the return. The same single source of data keeps unlocking more of the firm's work.
In motion
AI-assisted prep and review
Automation that drafts the busywork — categorization, document extraction, tie-outs, review checks — and shows you exactly where every number came from. AI you can audit, because you sign the return.
Expanding
More entities and forms
Coverage keeps growing across entity types and form lines, so more of your client list can run through the same books-to-return workflow.
Expanding
More integrations
More accounting sources in, more tax software out. The platform stays agnostic on both ends — that's the point.
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?
CCH Axcess, Drake, Lacerte, ProConnect, and UltraTax. You keep filing in the software you already use — Tallyfor is tax-software agnostic.
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 return. 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 return, cancel any time. Set up an engagement in five minutes and take it from the books to a tax-ready file.