The TaxOrch product manual

Chapters

About 85 minutes of reading in all. Each chapter stands on its own.

Start

1. Chapter 14 min readGetting startedGet your workspace, complete the five-step setup and invite your team. The first chapter of the TaxOrch product manual, with real screens from the app.
2. Chapter 28 min readTax assistantHow to ask TaxOrch a tax question, read the verification badges and sources, follow up, and understand a refusal. Chapter 2 of the product manual.
3. Chapter 34 min readDocuments and receiptsUpload tax forms, invoices and receipts, see what TaxOrch read and where each figure came from, confirm uncertain fields, and track missing documents.

Firm work

1. Chapter 412 min readClient engagementThe fourteen-step engagement from intake to audit trail: consent, checklist, fact file, cited research, review, risk, deliverables, sign-off and export.
2. Chapter 53 min readClient portalInvite a client to their portal, request the documents an engagement needs, and watch files arrive for checking. What the firm sees and what the client sees.
3. Chapter 65 min readCalculators and cross-borderThe calculators page, the cross-border withholding and treaty calculator with its conditions, corporate and income rate lookups, currency and global mobility.
4. Chapter 78 min readBooks and accountingImport a trial balance, map and review accounts, approve journals, prepare VAT returns and e-invoices, and connect QuickBooks, Xero or NetSuite (Beta).

Group and advisory

1. Chapter 85 min readTax provision and Pillar TwoOpen a provision cycle with declared bases, bind the reviewed trial balance, review the seven schedules, check close readiness and validate Pillar Two inputs.
2. Chapter 94 min readTransfer pricingRecord group entities and agreements, list controlled transactions, complete the functions, assets and risks analysis, and choose a method with its rationale.
3. Chapter 107 min readPlanning, deadlines and filingCompare scenarios without a computed figure, read the deadlines calendar with the rule behind each date, and use the IRS, HMRC MTD and CRA readiness previews.

Administration and reference

1. Chapter 1114 min readTeam, roles and securityInvite members and set roles, turn on SSO, two-step verification and SCIM, run access reviews, approve support access, and manage keys, residency and retention.
2. Chapter 124 min readBranding and white-labelSet your firm's name, logo, colours and email sender name, verify your own web address with a DNS record, and see the sign-in screen your clients get.
3. Chapter 133 min readMobile appAsk a tax question on your phone and get the same cited answer as on the desktop: a verified badge, the authority named, and a review notice when needed.
4. Chapter 144 min readReferenceA glossary of the statuses and badges on TaxOrch screens, the keyboard shortcut, upload and plan limits, and what TaxOrch never does: file, pay or advise.