WORK FLOW process For TAX CO-SOURCING Services

Process

STEP 1

Individual tax organizers and source documents are sorted, scanned and sent electronically by the CPA firm with the previous year's return (using a data file from ProSystem fx, UltraTax, ProSeries or Lacerte) to Aranis.

STEP 2

Aranis chartered overseas accountants access the files, prepare review notes and send them to the CPA firm for clarification.

STEP 3

Once questions have been answered and open items cleared, Aranis team completes the return, review it and submits it to US CPA's final review and processing.