Generate a variance analysis report on the trial balance to identify month-over-month fluctuations exceeding 5% for general ledger accounts related to sales tax payable and payroll withholdings

Generate generate a variance analysis report on the trial balance to identify month-over-month fluctuations exceeding 5% for general ledger accounts related to sales tax payable and payroll withholdings for Accounting, Tax Preparation, Bookkeeping, and Payroll Services industry

Accounting, Tax Preparation, Bookkeeping, and Payroll Services

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Allowed: XLSX, CSV, XLS

Max size: 50MB

Upload the trial balance files for the comparative periods. Include both current and prior month files in Excel or CSV format with account numbers, descriptions, and ending balances.
Select the type of client entity being analyzed
Specify the general ledger account numbers or ranges for sales tax payable accounts (e.g., 2300-2399, 2450, 2500). Use comma separation for multiple accounts.
Specify payroll withholding-related GL account numbers including federal income tax, Social Security, Medicare, state taxes, and other withholdings.
Set the minimum variance threshold to flag accounts for review
Indicate the purpose of this variance analysis to ensure appropriate detail and format
Select the state tax jurisdictions relevant to sales tax and payroll withholdings

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Allowed: PDF, XLSX, DOCX

Max size: 25MB

Upload supporting documents such as prior audit workpapers, tax filings, or detailed GL detail reports that provide context for variances detected.
Specify any materiality thresholds, specific dollar amounts, or qualitative factors that should be considered when evaluating variance significance.
Select the desired format and detail level for the variance analysis report