The complete C corporation tax agent

From source documents to signed return. Instead prepares workpapers, populates returns, resolves diagnostics, and files every 1120 and supporting schedule.

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Instead C corporation tax agent interface

THE CORPORATE RETURN

One agent
Every step of the 1120

Tax plans, workpapers, return population, review, and filing. Instead handles every step of C corporation tax preparation so your team focuses on advisory, not data entry.

Complete 1120 return preparation
Schedule M-1, M-2, M-3 reconciliation
R&D credit analysis and documentation
Book-tax difference tracking

Instead C corporation agent interface showing 1120 tax workflow

WORKFLOWS

Pre-built workflows
Click run

Every step of corporate tax preparation, automated.

C corporation workpapers

Upload trial balances, financials, and prior returns. Complete workpapers built automatically.

Return preparation

Populates every line of the 1120. Schedules M-1, M-2, M-3, L, and all supporting forms.

Return review

Compliance review against source docs, workpapers, and current tax law. Issues flagged before partner review.

Tax planning

R&D credits, NOL carryforwards, AMT analysis, and client-ready deliverables.

Tax estimates

Quarterly estimated federal and state corporate taxes with safe harbor and annualized income installment analysis.

Tax resolution

Penalty abatement, audit defense, and IRS correspondence. The agent builds the response.

R&D credit analysis

Evaluates qualifying activities, calculates credit under regular and simplified methods, and produces audit defense documentation.

Custom workflows

Your firm's corporate process, codified. Describe your workflow and the agent builds it for every client.

TAX DOCS

Every document
Organized automatically

Upload corporate financials, trial balances, and source docs. The agent classifies, renames, and organizes everything by tax year and entity.

Auto-classification

Agent organizes corporate docs, financial statements, and prior year returns.

Version history

Full audit trail with one-click revert. Every version saved automatically.

Cloud integrations

Google Drive, OneDrive, and Box. Connect your existing cloud storage.

CAPABILITIES

Everything you do with a C corporation
Automated

C corporation returns are complex. Book-tax reconciliation, Schedule M adjustments, R&D credits, Section 162(m) limitations, and transfer pricing analysis. Instead handles it all. From workpapers through filing, the agent manages every schedule and every form.

Book-tax reconciliation and Schedule M adjustments
R&D credit calculation and documentation
Section 162(m) compensation analysis
Transfer pricing review
NOL carryforward tracking

C corporation tax analysis showing Schedule M adjustments and book-tax reconciliation

READY TO RUN

Workflows built for C corporation returns

From workpapers to filing, every step of C corporation return preparation has a dedicated workflow. Click run and the agent handles the rest.

Build a 1120 tax workpaper (TY25)
Prepare and review a 1120 return (TY25)
Review a 1120 tax return (TY25)
Build a C corporation tax plan (TY26)
Build quarterly tax estimates (TY26)
Implement a tax strategy
Tax resolution decision tree
R&D credit analysis

Instead C corporation workflow library with tax planning templates

THE GRID

One person
Thousands of 1120s

Select corporate clients. Run return preparation across all of them simultaneously. The grid handles every entity, every schedule, every form in parallel.

Instead grid view showing batch C corporation return processing at scale

RESEARCH

Ask any C corporation question
Get cited answers

Does Section 162(m) limit a deduction for executive compensation above $1M? What transfer pricing exposure exists for intercompany transactions with a foreign subsidiary? How do state apportionment rules affect a multi-state C corporation? Cited answers from IRC, Treasury Regulations, and court cases, with full authority chains.

Try tax research

SECURITY