Why it is a separate MicroERP
Tax preparation and notice handling can be sold and administered independently of bookkeeping and audit.
Accounting PracticeReviewed functional scope
Tax Practice Management MicroERP
Reviewed tax workpack/notice response and deadline/submission evidence
Who it helpsTax practice preparer and qualified reviewer
FROM A REAL REQUEST TO A USEFUL RESULT
The working flow.
Client-period filing obligation or tax notice
- 01
Register obligation/notice
- 02
gather authorized client facts
- 03
prepare computation or notice response
- 04
qualified/client review
- 05
record authorized submission, acknowledgement and closure
The useful outcome
Reviewed tax workpack/notice response and deadline/submission evidence
ALL FEATURES IN THEIR OWNING PRODUCT6 feature modules.
6 feature modules.
One product scope.
Open each module to review its purpose and actions. These features belong inside Tax Practice Management MicroERP.
01Filing Submission & Acknowledgments3 scoped actions
Track the status of professionally approved external submissions.
- Record approved filing version and authority
- Store submission reference or rejection
- Reconcile accepted status and correction actions
02Income Tax Computation Workpacks3 scoped actions
Assemble information for adviser-reviewed tax computations.
- Collect income, deductions and supporting schedules
- Track assumptions and review queries
- Record approved computation and client authorization
03Indirect Tax Preparation Workpacks3 scoped actions
Prepare client indirect-tax information for qualified review.
- Collect transaction and source-report extracts
- Reconcile exceptions and missing classifications
- Track reviewed return pack and submission receipt
04Tax Notice & Assessment Casework3 scoped actions
Coordinate authorized responses to client notices.
- Record notice reference and adviser-confirmed dates
- Assemble response evidence and drafts
- Track submission, hearings and resolution
05Client Service & Filing Calendar3 scoped actions
Coordinate adviser-confirmed due dates and recurring work.
- Configure service periods and reviewed deadlines
- Assign preparation and review owners
- Track extensions, submission and late exceptions
06Withholding Tax Preparation Workpacks3 scoped actions
Coordinate client withholding-tax data and review.
- Collect deduction and payment schedules
- Reconcile payer and payee reference errors
- Track approved preparation and acknowledgment evidence
CLEAR OWNERSHIP. CONNECTED FUNCTIONS.
How the scope fits together.
Dependencies to plan
- client-period-core
- document-request-core
- professional-review-core
- external-filing-adapters
Outside this scope
- Does not assume filing authority, universal jurisdiction rules or automated legal advice.
- Recurring client records and queries use shared practice services.
REUSE THE SAME PRODUCT
Mapped to your industry.
Industry compositions select relevant products and modules. Some options apply only under particular operating conditions; review the industry page before choosing.
Start with this scope.
Confirm your workflows, required integrations, team access, migration and acceptance checks in one implementation brief.