Tax Returns Management

Track every return from
draft to accepted.

Create, manage, and monitor tax returns through their complete lifecycle. See every return's status at a glance — draft, in review, filed, or accepted — with full audit trails and team assignment.

Tax Returns+ New ReturnDraftIn ReviewFiledAcceptedCLIENTFORMSTATUSPROGRESSDUE1040Accepted1120Filed1065In Review1120SIn Review1041Draft990Draft

CAPABILITIES

From first draft to IRS acceptance

Every return moves through clearly defined stages. Know exactly where each return stands and what needs attention.

Create Returns Instantly

One-click return creation for any entity type with smart data population from prior years.

  • One-click return creation for any entity type
  • Auto-populate from prior year data
  • Import client data from CSV or QuickBooks
  • Clone returns for similar clients

Status Dashboard

Filter by status, preparer, form type, or due date — see everything at a glance.

  • Filter by status, preparer, form type, or due date
  • Color-coded status badges (draft, review, filed, accepted)
  • Progress indicators show completion percentage
  • Sort by urgency or approaching deadlines

Lifecycle Automation

Returns auto-advance through stages with notifications, compliance checks, and rejection handling.

  • Auto-advance through stages on approval
  • Trigger notifications at each stage transition
  • Automatic compliance checks before filing
  • Rejection handling with auto-retry options

Team Assignment

Assign preparers and reviewers per return with workload balancing and full audit trails.

  • Assign preparers and reviewers per return
  • Workload balancing across your team
  • Bulk reassignment for seasonal staff changes
  • Full audit trail of who touched what

USE CASES

Every form type, every entity

From individual 1040s to nonprofit 990s — full lifecycle management for every return type.

👤

Individual 1040

Personal income tax returns with full schedule support — A through SE.

🏢

Business 1120

C-Corporation returns with balance sheets, income statements, and M-1/M-2 reconciliation.

🤝

Partnership 1065

Partnership returns with K-1 generation, partner capital accounts, and allocation worksheets.

📊

S-Corp 1120S

S-Corporation returns with shareholder basis tracking and reasonable compensation analysis.

🏛️

Trust & Estate 1041

Fiduciary returns with distributable net income calculations and beneficiary allocations.

💚

Nonprofit 990

Exempt organization returns with program service accomplishments and governance disclosures.

COMPARISON

Traditional vs AI-Powered Returns

Task
Traditional
Taxation.ai
Return creation
Manual data entry
AI-assisted, auto-populated
Status tracking
Spreadsheets or sticky notes
Real-time dashboard
Compliance checks
Manual review at filing
Continuous validation
Team coordination
Email chains
Built-in assignment & workflow
Prior year data
Re-enter or import CSV
One-click rollover
Rejection handling
Manual diagnosis
Auto-detect & suggest fix

Frequently asked questions

Manage every return in one place

Stop juggling spreadsheets. Track every return from draft to acceptance with full visibility.