A year-end document packet for your tax preparer
SI sorts the year's documents, totals them by category and flags gaps, so your tax preparer gets one organized packet.
Worth knowing: Tax: SI organizes documents and drafts summaries; it does not give tax advice or decide what is deductible. A qualified accountant or tax preparer makes those calls.
The problem
At tax time, documents are spread across email, folders and paper. The preparer sends a list of questions, and gathering the answers takes weeks.
What SI does
SI goes through the year's folders and inbox for tax-related documents: income forms, statements, receipts, vehicle and home-office records, donation receipts and prior-year notices. It sorts and renames them, builds an index and category totals, and lists what seems to be missing compared with last year's packet. It does not decide what is deductible.
Examples
The same job looks different in different businesses. These are illustrations, not client results.
- Self-employed contractor
Supply receipts, vehicle mileage logs and 1099s from three general contractors are organized, with a note that one 1099 from last year's client has not arrived.
- Family-owned restaurant
Payroll summaries, sales tax filings and equipment purchase invoices are gathered for the accountant's checklist.
- Rental property owner
Repair invoices, insurance and property tax bills are sorted by property.
What it takes to set up
Access to the relevant folders and inbox, last year's packet or the preparer's checklist. Setup is often a few days.
What a human still checks
- The owner and tax preparer review the packet; SI makes no tax judgments.
- Sensitive documents are shared only through the preparer's secure channel.
- Category totals are checked against source documents.
Try it yourself
Paste this into your SI tool of choice and swap the [bracketed] parts for your own details. It asks SI to stop and show you before it does anything.
Using [folders/inbox], find tax-related documents for [year]. Sort and rename them by [category], build an index and category totals, and compare against this checklist [preparer's list or last year's packet] to list what is missing. Do not decide what is deductible. Pause and show me before sending, submitting, posting or changing anything.
Next step
Want this built? Book a free 30-minute consult
Bring one real example, such as an export, an inbox, or a spreadsheet. We will map the steps and decide what SI drafts and what you approve.