Analyze Prior-Period Adjustment Log entries in the General Ledger to draft a clear narrative explaining restatements required for tax-ready monthly books

Generate analyze prior-period adjustment log entries in the general ledger to draft a clear narrative explaining restatements required for tax-ready monthly books for Accounting, Tax Preparation, Bookkeeping, and Payroll Services industry

Accounting, Tax Preparation, Bookkeeping, and Payroll Services

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Allowed: XLSX, CSV, PDF

Max size: 50MB

Upload the GL extract or spreadsheet containing all prior-period adjustment entries requiring analysis for tax book restatements
Select the specific fiscal period(s) impacted by the adjustments being analyzed
Categorize the nature of prior-period adjustments requiring explanation
Specify business entity type and tax filing requirements defining the restatement approach
Enter total dollar amount of net adjustments and specify materiality threshold considerations
Identify the primary recipient of the adjustment narrative for appropriate technical level and compliance focus
Specify applicable accounting standards or regulatory frameworks governing the restatement
Provide line-by-line description of specific adjustments with account codes, amounts, and rationale

Click to upload or drag and drop

Allowed: XLSX, PDF, DOCX, JPG, PNG

Max size: 100MB

Upload supporting workpapers, reconciliation schedules, or management explanations backing the adjustments
Specify the desired complexity level for the adjustment explanation narrative