Upload a prior Form 1065 or 1120 PDF. Get an institutional-grade, audit-ready P&L and Balance Sheet in seconds — sourced, normalized, and CPA-defensible.
| Gross receipts | $3,482,000 |
| Cost of goods sold | $(1,915,100) |
| Salaries & wages | $522,300 |
| Rent | $139,400 |
| Depreciation | $104,460 |
| Net ordinary income | $801,740 |
The workflow
Drop in a Form 1065 or 1120 PDF from any tax software — Lacerte, ProSeries, UltraTax, Drake.
TaxBridge reads the return and its schedules, then normalizes the chart of accounts across years.
Get a P&L, Balance Sheet, and a next-year prep note ready to hand to your bookkeeper or client.
Built for the handoff
Most firms lose a week per new client just rebuilding the trial balance. TaxBridge gives you a starting point that already agrees to the prior return.
Partnerships and C-Corps, including Schedule L, M-1, and M-2.
Line up prior years even when software or account codes changed.
Publisher-quality statements you can export or hand to a bookkeeper.
Uploads stay scoped to your workspace. Role-based access, audit trail.
FAQ