Tax readiness review
Pre-Filing Document Sort
We sort your invoice folders, bank slips, and payroll summaries into the sequence your bookkeeper or return preparer needs — before the rush week begins.
From NT$4,200
Request this reviewScope
A hands-on organisation of source documents for one quarterly business-tax period. We label missing items, flag duplicates, and produce a packet index your preparer can follow without hunting through email threads.
Included
- Physical or digital folder structure matching filing categories
- Missing-document list with owner and due date
- Duplicate invoice report
- Brief note for your bookkeeper on open items
Excluded
Tax computation, return preparation, and readiness scoring belong to our Quarterly Tax Readiness Review.
Process
Drop-off or secure file share on day one; sorted packet returned in three business days for typical volumes under 150 invoices.
Next step
Ask about a document sort and tell us whether materials are paper, digital, or mixed.