QuickBooks Tax Prep Assistance
Budget: $15 – $25 USD
I’m a sole-proprietor who keeps day-to-day records in QuickBooks, but I need an experienced bookkeeper to turn that data into an accurate, compliant tax return. Your job is to review and reconcile my QuickBooks file, flag any inconsistencies, and then prepare the full set of schedules and forms required for annual filing.
The file is current through the year; bank and credit-card feeds are connected, yet some transactions still need proper categorisation and matching. Once everything balances, I’ll rely on you to generate the final tax package, along with a brief summary of deductible items you’ve optimised so I understand the numbers before submission.
Deliverables:
• Reconciled QuickBooks file through year-end
• Completed tax return (sole proprietor forms and schedules, ready for e-filing)
• One-page explanation of key figures and deductions
Accuracy, confidentiality, and clear communication are essential. If you’ve handled similar projects for freelancers in QuickBooks and can turn this around efficiently, let’s get started.
The file is current through the year; bank and credit-card feeds are connected, yet some transactions still need proper categorisation and matching. Once everything balances, I’ll rely on you to generate the final tax package, along with a brief summary of deductible items you’ve optimised so I understand the numbers before submission.
Deliverables:
• Reconciled QuickBooks file through year-end
• Completed tax return (sole proprietor forms and schedules, ready for e-filing)
• One-page explanation of key figures and deductions
Accuracy, confidentiality, and clear communication are essential. If you’ve handled similar projects for freelancers in QuickBooks and can turn this around efficiently, let’s get started.