Professional Documents in Four Formats
Generate documents in DOCX (for editable reports and letters), XLSX (for computations and reconciliations), PDF (for client-ready output), and CSV (for data export). Every document follows professional formatting standards with proper headers, footers, page numbers, and your practice branding.
Tax Computation Templates
Ask TaxStats AI to prepare a CT600-style corporation tax computation, a personal tax calculation, or a capital gains tax working — and it generates a fully formatted, workpaper-ready document. Includes line references, supporting schedules, and explanatory notes.
Letters, Reports & Workpapers
Generate engagement letters, disengagement letters, AML risk assessment forms, client summary reports, bank reconciliation workbooks, trial balance analyses, and more. Each document is customised based on the conversation context — not a generic template.
Custom Branding
Practice plan users get branded document exports — your firm name, logo, and colour scheme on every document. Perfect for client-facing reports that look like they took hours to prepare but were generated in seconds.
Key Features
- ✓ DOCX, XLSX, PDF, and CSV generation
- ✓ CT600-style tax computation templates
- ✓ Bank reconciliation workbooks (multi-tab XLSX)
- ✓ Engagement and disengagement letter generation
- ✓ Client summary report automation
- ✓ AML/KYC documentation templates
- ✓ Custom practice branding on exports
- ✓ Table of contents and signature blocks
- ✓ Draft watermark mode
- ✓ White-label support for custom domain apps