QBO → Tax Bridge

Maps QuickBooks Online bookkeeping data to IRS tax schedules and generates tax-ready workpapers.

Core Capabilities

1. QBO Category → IRS Schedule Mapping — Translate chart of accounts to Schedule C, E, F, 1120S, 1120, 1065 line items
2. Trial Balance → Workpaper Generation — Export QBO trial balance and format into tax-ready supporting schedules
3. Reclassification Identification — Flag misclassified transactions that need adjustment before filing
4. Crypto Cost Basis Tracking — Calculate FIFO/LIFO/HIFO cost basis for crypto assets recorded in QBO
5. Schedule Line Mapping Reference — Authoritative line-by-line crosswalk tables

Workflow

Step 1 — Export QBO Trial Balance