How it works

Describe a task and watch its progress. Each result arrives with its sources.

  1. Step 1

    Describe a task

    Write a recurring task in plain words, such as a monthly sales and use tax return.

    TaskExample data

    Monthly sales and use tax return, Ohio

    Prepare our monthly sales and use tax return for Ohio and list the source of each figure.

    Owner
    Controller
    Repeats
    Monthly
    Period
    September 2026
    Created
    2026-10-12 09:13
  2. Step 2

    Watch progress

    Software reports each step as it completes it. A circle fills, then becomes a check mark when a task is done.

    Finished4 of 4 steps done
    1. Read sales ledger export09:14
    2. Match exemption certificates09:15
    3. Apply state rates09:16
    4. Draft return for review09:17
  3. Step 3

    Review results

    Each figure traces back to its sources. Open a source to see its excerpt and page.

    Results and their sources appear here when the task is done.

    Draft return ready for review

    Finished 2026-10-12 09:17
    1,381.50Sales tax due
    Sources
    1Sales ledger export, September 2026p. 4

    Taxable sales after exemptions, Ohio: 18,420.00

    2Exemption certificate filep. 12

    Certificate 0042 on file, valid through 2027-03-31. Sales under this certificate are excluded.

    3State rate table, Q4 2026p. 2

    Ohio combined rate for the filing location: 7.50%

    Provenance
    1. Sales ledger, p. 418,420.00Taxable sales
    2. Rate table, p. 27.50%Combined rate
    3. Figure1,381.50Sales tax due
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