Collect resolution financials in a workflow built for the case.
A collaborative digital income, expense, asset, and liability worksheet for tax resolution teams and clients — designed to reduce missing fields, version confusion, and manual re-entry.
Case workspace
Completion
Why financial intake breaks down in emailed spreadsheets
Resolution teams need accurate financial information, but the collection process often creates duplicate versions, incomplete categories, unclear documentation, and hours of employee cleanup before the numbers are usable.
The worksheet is built around the case workflow, not around a spreadsheet file.
Focused tooling for the repetitive operational layer around professional tax work.
One shared worksheet for the client and the tax team
Client and tax team work from one current set of financial information.
Guided categories for income, expenses, assets, and liabilities
Collect income, allowable expenses, assets, liabilities, and other relevant fields in a structured format.
Validation & completeness
Surface missing or inconsistent entries before the case moves forward.
Supporting documents tied to the financial item they support
Tie requested evidence to the financial item it supports.
Calculated totals prepared for professional review
Prepare the structured totals needed for professional review and resolution planning.
Workflow handoff
Make completed financials available to the employee or system handling the next resolution step.
How the worksheet moves a case from request to review in four steps
The exact implementation can match the way your firm operates today.
The result is one documented, review-ready set of financials before the resolution decision.
The goal is not to automate professional judgment. It is to remove the version control, retyping, chasing, and arithmetic around collecting the facts that judgment depends on.
Reduce the operational weight around the tax professional.
26T1 is designed around a simple principle: software should handle the repeatable movement of data, documents, status, and tasks so people can spend more time on the judgment and client work that actually require a tax professional.
Standalone tool today. Connected workflow when you need it.
The worksheet can run inside the Client Portal, request supporting documents from Document Collection, and update case status or financial fields in the firm’s CRM.
Connect the next piece when your team is ready.
26T1 tools are useful individually and more powerful when the workflows connect.
Common questions from tax professionals.
What is an income and expense worksheet in tax resolution?
The 26T1 Income and Expense Worksheet is a collaborative digital income, expense, asset, and liability worksheet for tax resolution teams and clients. It replaces an emailed spreadsheet file with one shared record. The client and the tax team enter the required financial details in the same place, and the worksheet is designed to reduce missing fields, version confusion, and manual re-entry before the case moves forward.
How do I stop version confusion when a client fills out a financial worksheet?
The 26T1 Income and Expense Worksheet keeps the client and the tax team on one current set of financial information instead of separate copies. Version confusion happens when the client and the employee work from different copies of the worksheet, which creates duplicate versions and hours of cleanup before the numbers are usable. A shared digital worksheet removes version confusion and makes missing financial information visible earlier.
What financial categories should a tax resolution client worksheet collect?
The 26T1 Income and Expense Worksheet collects income, allowable expenses, assets, liabilities, and other relevant fields in a structured format. Guided categories keep those sections consistent, so incomplete categories are not discovered late in the resolution process. The worksheet surfaces missing or inconsistent entries before the case moves forward, then prepares the structured totals needed for professional review and resolution planning.
How do I keep supporting documents matched to the numbers a client reports?
The 26T1 Income and Expense Worksheet ties requested evidence to the financial item it supports, so financial answers and supporting documents are not stored separately and matched by hand. In the validate step, the worksheet identifies missing answers and missing supporting documents together. It can also request supporting documents from 26T1 Document Collection when a firm connects the two tools.
Can a client income and expense worksheet connect to my firm's CRM?
Yes. The 26T1 Income and Expense Worksheet can update case status or financial fields in the firm's CRM, and it can run inside the 26T1 Client Portal or request supporting documents from 26T1 Document Collection. It also works as a standalone tool, so a firm can start with the worksheet alone and connect the rest of the workflow later. The exact implementation can match the way the firm operates today.
Is the 26T1 Income and Expense Worksheet available yet?
The 26T1 Income and Expense Worksheet is marked Coming next, and firms can join early access. The 26T1 Client Portal for Tax Firms is available now, Document Collection and Classification and the Tax Organizer are also coming next, and the Compliance Analyzer is available in Tax Investigation. 26T1 is designing this tool around real tax-firm servicing workflows, so firms can describe how their team handles financial intake today.
Help shape the next 26T1 tool.
We are designing this tool around real tax-firm servicing workflows. Tell us how your team handles it today and join early access.