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Tax preparation, filing and ongoing compliance
Tax Intelligence is Source360's tax service for businesses and individuals in the United States and Canada. We prepare and file your returns from the financial records you already have, and handle the compliance work that continues between filings.
Preparation, filing, and the work in between
Tax Intelligence covers the full tax cycle. Tax information is prepared from your financial records, returns are completed and submitted within the applicable jurisdiction, and the supporting documentation is organised for whatever follows.
It is a different job from Financial Reporting, though it depends on it. Financial Reporting produces the statements that set out your financial position. Tax Intelligence takes that information and applies it to your tax obligations — the returns, the filings and the compliance requirements that follow.
Because both run inside the same firm, your records, your reports and your returns stay connected instead of being rebuilt by separate providers.
When businesses come to us for tax support
These are the situations where businesses stop handling tax internally and bring in professional support.
Complex filing requirements
The returns have grown complicated enough that preparing them internally takes longer than the finance team can spare.
Changing obligations
What you are required to file keeps shifting, and keeping track of it has become a job in itself.
Cross-border requirements
Operating in both the United States and Canada means obligations in each, and they need handling together rather than separately.
Filing deadlines
Deadlines are being met at the last minute, or missed, because the information needed to file is not ready in time.
Tax and accounting out of step
What was filed and what the accounts show do not quite match, so every query takes work to answer.
Expanding into new jurisdictions
A move into a new market brings tax obligations the business has not dealt with before and needs help assessing.
How tax work connects to the rest of your finances
Tax Intelligence works from information the other services already produce, and passes what it finds on to the ones that need it.
Grounded in Accounting Solutions
Accurate records are what make accurate returns possible, so tax work starts from bookkeeping that is already complete and reconciled.
Built on Financial Reporting
Financial Reporting produces the statements your tax position is calculated from, so the figures you file match the figures you have already signed off.
Sustained by Outsourcing Services
Where filing season needs more hands than the team has, Outsourcing Services supplies the capacity to keep the work on schedule.
What you get from tax handled properly
Tax records that match your accounts
What you file and what your accounts show agree, so a question from either direction can be answered without an investigation.
Fewer errors to correct
Returns are prepared from reconciled records by people who do this work routinely, which is what keeps corrections and amendments rare.
Less administrative work
The gathering, checking and chasing that surrounds a filing is handled for you, rather than falling on the finance team each period.
Confidence in what was filed
You know what was submitted, what it was based on, and where the supporting documentation sits if anyone asks.
Compliance you can keep up
Compliance runs as a routine through the year instead of becoming an emergency each time a deadline approaches.
Deadlines met without a scramble
Filings are prepared ahead of the date rather than against it, so the deadline stops being the thing that shapes the month.
From your records to a filed return
Every engagement follows the same four steps, so you know what is needed from you and when.
Review
We review your financial records and current tax position, so what applies to you is established before any work begins.
Preparation
Tax information is prepared from those records, with the supporting documentation organised alongside it rather than assembled later.
Filing
Returns are completed and submitted within the applicable jurisdiction, with anything that needs explaining settled before submission.
Ongoing compliance
Compliance work continues between filings, so records stay current and the next return does not start from scratch.
Different jurisdictions, the same requirement
Tax requirements differ by industry and by territory. The need to file accurately and on time does not. These are the industries we work in most often.
Healthcare
Regulation and cost pressure make it hard to keep an up-to-date financial picture.
Compliance and performance reporting belong in one view.
Manufacturing
Margin pressure and multi-site operations obscure true cost and profitability at unit level.
Consolidation reveals where margin is actually created.
Professional Services
Utilisation, billing and partner economics depend on information that is rarely consolidated.
See which work is actually profitable, not just which is busy.
Financial Services
Regulatory reporting demands increase faster than internal capacity can absorb them.
Meet reporting demands without adding headcount.
CPA Firms
Seasonal demand and talent scarcity constrain capacity precisely when client work peaks.
Scalable support that protects the client relationship.
Thinking behind the approach
These pieces cover the tax questions that come up most often, including what changes when a business has obligations in more than one country.
Cross-Border Compliance: Managing Regulatory Requirements Across Multiple Countries
Every country a business operates in sets its own obligations, and each one changes on its own schedule. Compliance across borders is a continuing management responsibility rather than a periodic task.
Read InsightWhy Scattered Information Delays Executive Decisions
Most delay is not caused by missing data. It is caused by information that has never been reconciled into a single view.
Read Insight
Evidence you can examine
Our research states its methodology up front, so you can judge how it was produced before deciding whether to rely on it.
Global Tax Trends 2027
How filing, reporting and compliance obligations are shifting across seven markets, and what finance functions should prepare for in the next twelve months.
View ResearchRegulatory Intelligence
Regulatory change reaches many organisations late. This report examines regulatory intelligence as a governance capability that turns regulatory information into knowledge leadership can plan against.
View Research
Let's Talk Through It.
Speak with an advisor about the reporting, compliance or capacity questions your business is working through.