KKATC TOOLKIT
Professional-grade Excel workpapers. Big 4 standard. Instant download.
Backed by 12+ years of Fortune-level corporate tax experience.
Schedule C Workpaper
Tax Year 2026 · Big 4 Standard
one-time · instant download
CPA-grade Schedule C workpaper with internal controls, IRC authority citations, and live Schedule C tie-out.
- ✓14 structured sheets to Big 4 standard
- ✓Internal controls with real-time PASS/FAIL
- ✓IRC authority on every Schedule C line
- ✓Vehicle method auto-comparison with dollar advantage
- ✓1099-K reconciliation with federal and state thresholds
Rideshare & Delivery Workpaper
Uber · DoorDash · Lyft · Instacart · 2026
one-time · instant download
Built specifically for gig workers. Platform income reconciler, mileage log, vehicle comparison, and Schedule C tie-out.
- ✓15 sheets pre-configured for gig workers
- ✓Platform income reconciler for all major apps
- ✓IRS-compliant mileage log at 2026 rate (72.5¢/mile)
- ✓8 internal controls including 1099-K tie-out
- ✓IRM examination procedures in Authority References
Monthly Budget Tracker
Personal Finance · 2026
one-time · instant download
Formula-driven budget tracker with automatic savings allocation, budget vs actual comparison, and internal controls.
- ✓12 structured sheets
- ✓Savings contributions auto-allocated from surplus
- ✓Budget vs actual with independent variance calculation
- ✓5 internal controls with real-time PASS/FAIL status
- ✓Financial glossary with rules of thumb
These workpapers organize your tax information and do not constitute tax advice. Consult a qualified tax professional for your specific situation.