Compile Multi-Year Tax Transactions

@pongkaj13

Navigating the complexities of tax transactions requires precision and organization, which are both hallmarks of my work. With in-depth experience in accounting and management, I am more than capable of extracting, categorizing, and reconciling your multi-year tax transactions, maximizing accuracy to meet your CPA's requirements. My focus is on producing clean, comprehensive and understandable ledgers for each year from your raw data for seamless integration with back-tax filings. My skills extend beyond Excel to include mastery of Intuit QuickBooks-a valuable asset in a project like this. Having worked with QuickBooks for years, I know how to effectively manage large volumes of financial data in various formats including the .xlsx files and the QuickBooks company files you'll be providing. This ensures an expedited process as well as increased efficiency in the organization of your transactions. Beyond my technical competencies, clients consistently commend me for my professionalism, diligence, and reliability-qualities that will undoubtedly be key in a project of this nature. To facilitate clear communication and to avoid any potential missteps, I will keep you updated at every stage of the process. By entrusting your project to me, you can rest easy knowing that every transaction will be carefully attended to with an unwavering regard for accuracy and timeliness.

@daniyal3214

With my substantial experience in Finance, Accounting, and Data Analytics, I believe I am the right professional to take on your project. My stellar proficiency in Excel and Google Sheets allows me to effectively manage vast amounts of data, ensuring accuracy, organization, and categorization. In addition, my financial analysis skills will be crucial in reconciling and verifying the transactions across multiple platforms. Throughout my career, I have routinely dealt with tasks such as this that demand precision and attention to detail. My knowledge of Financial Accounting & Reporting in accordance with both IFRS and US GAAP provides an added advantage in handling your diverse tax transactions for multiple years. Having worked with QuickBooks extensively, I'm well-versed in navigating the software proficiently. Moreover, to alleviate any apprehensions you may have about my suitability for the job, I offer free-of-cost trial runs to showcase my ability to meet your specific requirements swiftly and correctly. In me, you'll find a committed professional who not only prioritizes client satisfaction but is also dedicated to providing continuous support even after our contract concludes. Allow me the opportunity to organize your records efficiently to help expedite the finalization of the business sale.

@paulmd369

extract every transaction, assign the proper tax-relevant categories, reconcile totals so they match what appears in the original files, and return clean year-by-year ledgers ready for my CPA to drop straight into the back-tax filings.

@ESOLUTIONSSS

Hello, I'll be glad to assist you with this project. I can work with you during the next hours to have this done. I will complete this project with 100% accuracy. Click on the "CHAT" button so we will discuss it in detail. I'm always online and available. Please feel free to contact me at any time. I am available 24/7 for support. Best Regards Sandeep

@ameenulhaq66

Hi Tim, Thank you for considering my proposal. With over 8 years of real-world experience and freelance work in Excel, I am well-equipped to assist you with compiling multi-year tax transactions. I have carefully reviewed your project requirements and am confident in my ability to deliver accurate and organized records for 2023, 2022, and 2021. I would like to connect with you in chat to discuss your project further and ensure that I can provide the tailored support you need. Regards

@miansajid3000

Hello, I can handle this end-to-end and deliver CPA-ready, fully reconciled ledgers for 2021, 2022, and 2023 with no uncategorized transactions and totals that tie exactly to your source files. How I would approach the work Catalog all Excel files and QuickBooks company files by year Confirm chart-of-accounts usage and any category changes over time Export detailed transaction-level data from QuickBooks (sales, expenses, JEs, deposits, etc.) Categorization & cleanup Map every transaction to tax-relevant categories aligned with your CPA’s filing needs Resolve duplicates, reversals, and misclassified entries No uncategorized lines—ambiguous items are flagged and resolved, not ignored Reconciliation Tie final ledgers back to original QuickBooks and Excel totals Reconcile by month, category, and transaction count Deliverables (per year) Clean reconciled ledger (Excel or QuickBooks backup), separated into sales and expenses with category columns intact Summary sheet showing total income, total deductible expenses, and net profit Reconciliation controls proving the numbers match the original source files What you can expect Accuracy first — this is built for CPA review, not bookkeeping shortcuts Organized, consistent structure across all three years so filings move quickly Once you provide the Excel files, QuickBooks files, and chart of accounts, I can start immediately and confirm timeline after reviewing file volume and complexity. Best regards, Sajid

@arslanu2

Hi! Here is your professional Business Consultant providing services, including but not limited to Budgeting and Financial Forecasting, Business and Financial Modelling, Business Analysis, Business Consulting, Financial Planning, Financial Analysis, and Financial Consulting. I am into the Consulting Business for more than 12+ years. Let's discuss the scope of your project, and I can assure you the best services among all, inshaAllah. Regards Muhammad Arslanullah

@eliza019

Hello there, With extensive experience in statistical and predictive analytics, My proficiency in SPSS combined with my programming skills in Python will not only ensure an effective data analysis but also allow for flexibility and automation, optimizing efficiency throughout the process. Throughout my career, I have consistently proven my problem-solving mindset transforming complex datasets into clear and actionable insights that clients can use to drive their business forward. Data cleaning and transformation is an often-overlooked area of importance; however, it's where precise analysis begins. My vast experience in this area ensures thorough sorting of your data for accurate analysis - leaving no stone unturned. Lastly, I recognize that clear communication is vital to successful project completion. I assure you of my commitment in communicating regularly and effectively throughout this project, leaving no room for ambiguities. Trusting me with this project will not just avail you of a qualified individual but also someone who is dedicated in leveraging their knowledge and experience for unparalleled client satisfaction.

@habib1433

Hello, It is Good news that you have already filed for 2024. As an Excel expert, I am confident that I can assist you with this project of compiling multi-year Tax Transactions. To be straightforward and honest, I would require a budget of $220 and at least 3 days to complete the work. I have extensive experience with similar projects, and you are welcome to review my profile to assess my quality and capabilities. I can also provide sample files upon request. Please feel free to message me if you have any questions. Best regards, Habib

@afshan2176

Hello, I have reviewed the task requirements and I am confident in my ability to meet them. With over 8 years of experience in Data Analytics, Automation, and performing various calculations and analyses, I have honed my skills using tools like VBA, Macros, Power Queries, Pivot Tables, and advanced Excel formulas. My expertise spans across several areas, including: Microsoft Excel: Advanced formulas, VBA/Macros, Dashboard creation, Data Analysis, and Web-Scraping. Adobe Acrobat: Creating and editing fillable forms, as well as scripting. Google Sheets: Advanced formulas, custom scripts, and dashboard development. Adobe Creative Suite: Proficient in Photoshop, Illustrator, InDesign, and Acrobat. WordPress: Experienced in managing and customizing websites. I am highly skilled in Microsoft Excel, Adobe CS & CC, Google Sheets, and WordPress. I am looking forward to your response. Thank you, Afshan

@smzaman01

Hi,I am an experienced corporate professional with over 15 years of expertise in renowned multinational companies. After reviewing your requirements, I believe my skills in Excel align perfectly with your needs. I have hands-on experience in advanced Excel functions, including data automation, Power BI dashboard creation, VBA scripting, and graph-making for data visualization. Having worked on similar projects, I am confident I can deliver high-quality results that meet your expectations. I'd love the opportunity to discuss how I can contribute to your project. Let’s connect and chat further! pls find my relevant works in below link https://www.freelancer.com/u/smzaman01

@LahoriSolutions

Two Benefits with us. Lower Cost – We deliver high-quality work at a reduced cost thanks to our efficient operations. Social Good – Our team includes individuals with disabilities and low-wage-earning women, whom we support by offering wages above industry norms. Your project directly contributes to their empowerment and financial independence.

@YammTech110

Hello there, I understand that you require assistance in compiling multi-year tax transactions for the years 2023, 2022, and 2021 to finalize the sale of your business. The task involves extracting, categorizing, reconciling, and organizing sales and expense entries from Excel spreadsheets and QuickBooks files. My proposed solution is to meticulously extract and categorize each transaction, ensuring accuracy and completeness. I will reconcile the totals to match the original files and provide clean year-by-year ledgers for easy integration into back-tax filings by your CPA. Key Deliverables: - Reconciled spreadsheets or QuickBooks backups for each year - Yearly summary sheets displaying total income, deductible expenses, and net profit I bring expertise in Data Management and Intuit QuickBooks to ensure the quality and reliability of the deliverables. I will share relevant portfolio samples with you in the DM for your review. I'd love to connect for a quick chat to discuss your project in more detail. Best regards, Bilal

@YamestimationLLC

Hello there, I understand that you are in need of compiling multi-year tax transactions for the years 2023, 2022, and 2021 to finalize the sale of your business. The transactions are currently spread across Excel spreadsheets and QuickBooks files, and you require them to be organized and categorized accurately for tax purposes. My proposed solution involves extracting all transactions, categorizing them correctly, reconciling totals, and providing clean year-by-year ledgers. The deliverables will include reconciled spreadsheets or QuickBooks backups for each year, along with summary sheets displaying total income, deductible expenses, and net profit. I have experience in financial analysis and working with Intuit QuickBooks to ensure accuracy and reliability in organizing and categorizing financial data. I will share my portfolio with you in the DM for further reference. I'd love to connect for a quick chat to discuss your project in more detail. Best regards, Minhal

@susank80

Hi there, I’m SUSAN, and I’m excited to help you organize 2021–2023 transactions into clean, CPA-ready year-labeled ledgers. With hands-on experience extracting data from Excel and QuickBooks, I’ll map every entry to precise tax categories and reconcile totals to your original files, ensuring no lines are left uncategorized. Approach: - Ingest your raw .xlsx and QuickBooks data; unify by year; separate Sales and Expenses; preserve your existing chart-of-accounts references. - Apply a rigorous categorization standard aligned with tax rules (revenue, COGS, wage expenses, utilities, depreciation, etc.). Use data validation and cross-checks to catch mismatches. - Produce for each year a reconciled workbook or QB backup, clearly separated into Sales and Expenses with category columns, plus a per-year Summary showing Total Income, Total Deductible Expenses, and Net Profit. - Deliver with notes on any assumptions and a short cross-year reconciliation. Timeline: After receiving files, I’ll complete an initial review within 1 day and deliver the finalized ledgers within 5 business days. Next steps: We’ll confirm your preferred deliverable format (Excel workbook or QB backup) and the COA mapping before I start. Best regards, SUSAN

@lisaw095

✅VERY EASY TASK. RECENTLY I HAVE DONE THIS TYPE OF PROJECT. IF YOU'RE INTERESTED I WILL DO YOUR PROJECT✅ Hello, I can help you get your 2021–2023 records fully organized, reconciled, and CPA-ready so you can move forward with the business sale confidently. I have strong experience extracting data from mixed Excel and QuickBooks files, categorizing transactions accurately for tax purposes, and reconciling totals to ensure they match the original source files with zero discrepancies. I will deliver clean, year-by-year ledgers (Excel or QuickBooks backups as preferred), clearly separated sales and expenses with proper categories, plus concise summary sheets showing total income, deductible expenses, and net profit for each year. I understand accuracy is critical for back-tax filings, and I’ll flag any ambiguities early to avoid rework and ensure a smooth handoff to your CPA. Best regards.

@chudaegroup

Hello, Are you looking for someone to simplify your multi-year tax transactions? I have extensive experience in data management and financial analysis, which makes me an ideal candidate for this task. I will meticulously extract every sales and expense entry from your Excel spreadsheets and QuickBooks files for 2021, 2022, and 2023. I will categorize each transaction appropriately and ensure the totals reconcile with the original files, delivering clean ledgers ready for your CPA's review. Additionally, I will create a summary sheet for each year detailing total income, deductible expenses, and net profit. Accuracy is my priority; I guarantee that your files will be organized and precise, ready for back-tax filings. What specific formats do you prefer for the final spreadsheets and summaries? Let's get started on this important project together! Best regards,

@rifqiilmans

I am ready to clean and organize your financial records for 2021, 2022, and 2023 required by your CPA to finalize the business sale. I will work with data from both Excel and QuickBooks to ensure every entry is accurate and audit-ready. Expected Hand-off (Per Year): - Clean Ledgers: A reconciled spreadsheet (or QuickBooks backup) detailing Sales and Expenses, complete with relevant category columns. - Financial Summary: A short report showing Total Income, Total Expenses, and Net Profit. Please provide an estimate of the transaction volume over the three years for an accurate quote and timeline.

@rahulsalatrahul

Hello Sir I will get this work done for you very quickly. I have been doing this work for 3 years. I will do it for you in less money and less time.