The United States XBert task template set is comprised of 14 templates organised across 7 processes.
XBert has task templates covering many of the most common services that a bookkeeping practice provides to their clients on a recurring basis. Below is a summary of these services and the XBert task templates that are used to automate the provision of such services.
Cleanup
Year end AJE
Bookkeeping
Sales Tax
1099 - NEC Form
Balance Sheet Reconciliation - QuickBooks
P&L review – QuickBooks
Payroll
Payroll Tax – QuickBooks
Tax & Compliance
FUTA Preparation
Profit & Loss 9 month review - QuickBooks
1040 Form (individual income tax return)
1120 C Corp
1120S S Corp
990 Form - Not for profit
W2 & W3 preparation – Digital
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