How bookkeeping affects tax preparation
How this works in Institution, and what it means for your account.
Tax · 1 min read · Updated 2026-07-28
This article explains how bookkeeping affects tax preparation so you know what to expect in your Institution workspace.
What this article covers
- Where this appears in your tax workspace.
- What the information tells you about the current state of your account.
- Who to contact when something does not match your expectation.
How it works
Institution keeps one record for your company, and the workspace reflects that record. When something changes, the record is updated first and the tax team works from the same information you see, so documents delivered to you stay consistent with what is on file.
Where to look
- Sign in to your Institution workspace.
- Open Tax.
- Select the open tax request for the relevant period.
- Upload the requested documents or answer the open questions and submit.
This article is general guidance about how Institution handles tax work. It is not individualized tax advice, and deadlines and requirements vary by year, entity type, and jurisdiction. Ask the tax team about your specific return.
Still not resolved
If this article does not answer your question, contact the Institution team. Include your company name and the item you were working on so the tax team can respond with your specific record in front of them.