TAXFINAI library · Guides
Ten reference guides help tax managers, reviewers and firm owners connect a subject to a working method. Choose the question you need to resolve, in English or French.
10 resources available
Guide · Checked
Compare Forms 5471, 5472, 8858, 8865, FBAR and 8938 by filer, entity, documents and deadlines. Understand inbound and outbound reporting differences.
Read in EnglishGuide · Checked
Organize tax and accounting obligations for a US subsidiary of a foreign group: entity classification, returns, related parties, states and group reporting.
Read in EnglishGuide · Checked
Plan 2027 IRS filing deadlines for calendar-year returns, extensions and estimated payments, with official rules, special cases and a downloadable calendar.
Read in EnglishGuide · Checked
Understand US estimated tax, individual safe harbors, corporate rules, state calendars and payment evidence. A worked example and a firm-wide tracking method.
Read in EnglishGuide · Checked
Compare deferred revenue, accrued income, prepaid and accrued expenses with French GAAP terms. Worked examples, day-count conventions and journal-entry checks.
Read in EnglishGuide · Checked
Organize a US subsidiary’s month-end close: consistent QuickBooks reports, supported balances, cut-off, intercompany review, approval and the group close package.
Read in EnglishGuide · Checked
Evaluate AI for accounting firms: explainable calculations, draft commentary, human approval, client confidentiality and ten questions to ask a vendor.
Read in EnglishGuide · Checked
Organize multi-state sales tax: nexus review, filing frequencies, marketplace sales, owners, due dates and evidence. A practical register with a fictitious example.
Read in EnglishGuide · Checked
Calculate WIP, compare it with a fee budget and read a client portfolio without treating missing hours as zero. A worked example for accounting firms.
Read in EnglishGuide · Checked
Ask twelve CPA firm software security questions about access, MFA, audit trails, exports, hosting, integrations and AI. Learn which evidence to request.
Read in EnglishThe short answer
A TAXFINAI guide develops a complete method around a defined tax, accounting or firm-management question. The ten guides below cover federal dates, estimated tax, sales tax, international returns, US subsidiaries, month-end close, cut-off, WIP, human review of AI and software security. Each links the method to relevant definitions, evidence and source material.
Begin with the taxpayer, return year and jurisdiction. A federal calendar helps organize dates; estimated-tax work needs a documented calculation basis. Sales-tax obligations and international information returns need their own scope assessment. These guides keep the legal question separate from the team’s tracking method.
Build a prospective federal calendar, separate filing and payment dates, and identify exceptions to check.
IRS tax calendar 2027Document the baseline, distinguish individual and corporate rules, and organize the review and payment trail.
US estimated tax guideIdentify the states to examine, the recurring obligations and the evidence behind each scope decision.
Multi-state sales tax complianceOrient the review of Forms 5471, 5472, 8858, 8865 and FBAR before deciding what applies.
US international information returns: Forms 5471, 5472, 8858, 8865 and FBARA subsidiary close combines balances, supporting documents and group reporting requirements. Start with the overall sequence, then investigate the cut-off or international question that needs more detail. Distinguish the entity’s books from the group’s reporting basis rather than assuming that every treatment carries across unchanged.
Follow the preparation, cycle review, supporting evidence and approval sequence through the monthly workpaper.
Month-end close for a US subsidiaryCompare the period-allocation questions and contextual PCG/US GAAP vocabulary using fictitious examples.
Cut-off, deferred revenue and accrualsMap tax, related-party, intercompany and currency questions to the documents the responsible professionals need.
US subsidiary of a foreign group: tax and accounting obligationsThese guides address three different decisions: how to interpret recorded work, how to review an AI proposal and what to ask a software provider. A useful conclusion identifies the inputs examined and the human decision that follows. A calculated signal, a proposal or a questionnaire answer is a starting point for that review.
Read hours, position rates and budget variance together before making a billing or management decision.
WIP and job profitability for CPA firmsSeparate suggested work, the reviewer’s checks and the approval needed before an accounting action.
AI for accounting firms: human reviewAsk for evidence on access, data handling and provider commitments, then record what remains to confirm.
Twelve software security questions for CPA firmsRead the opening answer and scope before choosing the relevant section. Follow the sources for the applicable year and framework, use the examples to understand the reasoning, and adapt the proposed steps to the engagement. Source-check dates document consultation; they do not establish professional approval.
When a downloadable resource accompanies the topic, the guide links to its file page: the calendar, close checklist, estimated-tax checklist or security questionnaire. Glossary definitions help clarify unfamiliar vocabulary. Articles remain shorter reads focused on one specific working question.
Start with the US-subsidiary guide for the overall tax and accounting map. Use the month-end guide for the close sequence and the international-returns guide for the reporting questions.
No. Four topics have dedicated download pages: the prospective IRS calendar, month-end close, estimated-tax work and the security questionnaire. Other guides link to relevant definitions or related methods.
Check its scope, jurisdiction, year, framework and cited instructions against the actual facts. The responsible professional determines the treatment; the guide organizes the reasoning and work steps.
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