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What is the new approach? For example, I use Quickbooks. There is a feature that allows you to create a mapping from each income and expense account in your c
by PopAlongKid 1y ago
What is the new approach?
For example, I use Quickbooks. There is a feature that allows you to create a mapping from each income and expense account in your chart of accounts to the appropriate line on the tax return (it knows about Schedule C, S-corp, partnership returns). After this one time activity, you can simply run a "tax summary" report every year which shows the appropriate numbers for each line of the tax return.
- buildooor 1y agoIt uses AI to auto categorize and learn over time. So instead of seeing Chase & Bank of America give me a bunch of hard coded stuff I get secondary categories. This is what I built. UI is already different and there's lots more to add, but from the get go I'm getting more insight. https://imgur.com/a/ylp4DXx https://imgur.com/a/ylp4DXx