TAXFINAI library · Resources
Choose a reference, clarify a term or take a working template into your next review. These resources for CPA firms are available in English and French.
33 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 EnglishDefinition · Checked
Understand Form 5471, US persons connected with foreign corporations, reporting categories and its difference from Form 5472.
Read in EnglishDefinition · Checked
Understand Form 5472, related-party transactions and the pro forma Form 1120 case for foreign-owned US disregarded entities.
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 EnglishDownload · Checked
Download a 2027 planning calendar in PDF and ICS. Review federal dates, filing versus payment and the provisional status of the 2027 edition.
Read in EnglishDefinition · Checked
Understand US estimated tax payments, withholding, Form 1040-ES and the difference between an annual tax amount and an installment.
Read in EnglishDefinition · Checked
Compare estimated tax safe harbor methods, prior-year AGI, married filing separately and corporate rules, with a fictional example.
Read in EnglishDefinition · Checked
Understand Form 2210, installment timing, waivers and the distinction between following estimated payments and calculating a penalty.
Read in EnglishDefinition · Checked
Understand an IRS filing extension, Forms 7004 and 4868, payment deadlines and how to keep original and extended due dates distinct.
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 EnglishDownload · Checked
Download an estimated tax PDF and CSV checklist for baseline preparation, review, client communication, payment evidence and year-end reconciliation.
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 EnglishDefinition · Checked
Understand deferred revenue, contract liabilities and the French PCA equivalent, with a fictional service-period calculation.
Read in EnglishDefinition · Checked
Understand earned but unbilled revenue, the French FAE equivalent and the distinction between contract assets and receivables.
Read in EnglishDefinition · Checked
Understand period-end cut-off, accruals and deferrals, four common adjustments and how invoice and service dates answer different questions.
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 EnglishDownload · Checked
Download a PDF and editable CSV with 19 month-end review headings, key checks, expected support and blank preparation and review fields.
Read in EnglishDefinition · Checked
A lead schedule connects a balance with accounts, support, commentary and a tie-out. See a fictional example and its distinction from a trial balance.
Read in EnglishDefinition · Checked
A tie-out compares a figure with its supporting amount. Understand differences, reconciliations and why a zero difference is not enough evidence.
Read in EnglishDefinition · Checked
Understand preparer and reviewer roles, evidence of approval, changes after review and how maker-checker supports accounting control.
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 EnglishDefinition · Checked
Understand the long-term-investment exception, reporting level, CTA and OCI, with a fictional exchange-rate movement and evidence checklist.
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 EnglishDefinition · Checked
WIP is the value of work recorded on a job. Understand hours, position rates, budgets and why work in progress is not a profit figure.
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 EnglishDownload · Checked
Download a dated security review sheet and a neutral twelve-question questionnaire with evidence prompts and blank vendor-answer fields.
Read in EnglishArticle · Checked
Keep filing extensions separate from payment obligations. A practical engagement note on dates, evidence and responsibility.
Read in EnglishArticle · Checked
A zero reconciliation difference is a starting point. Keep the statement, period, account and review explanation connected.
Read in EnglishArticle · Checked
Turn a checklist into a useful workpaper: connect each step to a question, evidence, owner and review decision.
Read in EnglishArticle · Checked
A sample WIP variance needs context. Check recorded hours, position rates and engagement changes before drawing a conclusion.
Read in EnglishArticle · Checked
Ask for evidence behind a security answer. A practical approach to access, data handling, provider commitments and human approval.
Read in EnglishThe short answer
The TAXFINAI resource library brings together ten practical guides, fourteen contextual definitions, five focused articles and four downloadable resources. Start with your work question, then choose the format: a method to follow, a term to explain, a short answer to discuss or a file to adapt to an engagement.
A reference guide develops a subject through steps, examples and primary sources. A glossary page defines the vocabulary before connecting it to a method. A field note addresses one narrower question. Each format has its own purpose; you can move between them as the engagement becomes more specific.
Ten methods covering US tax work, subsidiaries, month-end close and firm decisions. Read in EN or FR.
GuidesFourteen definitions with contextual French and English vocabulary, examples and relevant sources.
GlossaryFive short articles on deadlines, evidence, WIP and security questions, in both languages.
BlogThe four resource pages explain what each file contains before you download it. PDF supports reading and sharing, CSV provides an editable worksheet, and ICS imports dated events into a compatible calendar. Choose the language on the resource page; downloads are available directly without an account.
Plan selected federal filing and payment dates. Check the taxpayer, year and exceptions before relying on an event.
Download the IRS tax calendar 2027Adapt nineteen editorial review headings to the subsidiary, its balances, supporting evidence and responsibilities.
Month-end close checklistOrganize baseline preparation, review, client communication, payment evidence and year-end reconciliation.
Estimated tax Q1–Q4 checklistUse the dated TAXFINAI orientation and twelve questions to record answers, evidence and open items.
Software security sheet and questionnaireAfter reading, identify the question to resolve, the evidence to obtain and the person responsible for the next decision. Remove checklist rows that do not apply and add the relevant entity, period or jurisdiction. Keep the completed worksheet with the actual workpaper rather than treating a generic template as proof.
For example, a manager planning estimates can combine the estimated-tax guide with the Q1–Q4 worksheet. A reviewer preparing a US subsidiary close can combine the month-end guide with the close checklist. These are reading paths you can adapt, rather than a prescribed sequence for every firm.
Start with the tax method, then select the worksheet and terms your team needs.
US estimated tax guideStart with the month-end sequence, then document the evidence and review decisions.
Month-end close for a US subsidiaryThe resource pages identify their scope, available formats and source-check date. A consultation date records a documentary check; it is not professional sign-off. Downloaded files are dated snapshots, so revisit the page before reusing them for another year.
The 2027 calendar is a prospective planning aid, not a final IRS calendar for every taxpayer. Examples use fictitious data. The responsible professional applies the relevant tax or accounting rules to the actual engagement.
Use a guide for a complete method, a definition for unfamiliar vocabulary, an article for one focused question, or a downloadable file when you need a working structure.
No. The four download pages provide the available files directly. You can separately request a demonstration if you want to discuss your firm’s workflow.
No. These files are dated downloads. Check the current resource page and applicable official material before relying on a date or reusing a template.
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