Import payroll and retirement summaries (W-2, Form 941, 401(k)) as CSV or Excel. FINUXI normalises them without storing full SSNs, runs readiness checks against the configured rules, and exports a workpaper package. It does not file returns or give tax advice.
Steps
- Import each workpaper file.
- Review the readiness checks and their sources.
- Export the package for your tax preparer.
What you get
A consistent set of workpapers with documented checks.
Who can do this
Owners, admins, accountants and bookkeepers can make changes; managers and viewers can only view.
If something goes wrong
- A limit check is not applied.
- Limits apply only when the ruleset for that tax year is configured with its official source.