EDI 850/810/856 Mapping (US Retail)
EEO-1 Component 1 workforce-demographics report: capture the ten EEO-1 job categories, EEOC race/ethnicity and sex per employee, snapshot the workforce, build the cross-tab grid and export the Component 1 data file.
Compute federal tax-deposit amounts and due dates (monthly / semi-weekly), with EFTPS reminders so you never miss a deposit
Validate US EIN, SSN and ITIN format & IRS prefix rules, mask SSNs and detect duplicate tax IDs.
EPA TRI Form R & RCRA hazardous-waste manifest log for US facilities
Distribute HR handbook policies (at-will, anti-harassment, PTO, code of conduct) to employees and capture an e-signed acknowledgment with a full evidentiary audit trail, automatic re-attestation on new policy versions, reminders, overdue flagging and a compliance completion report.
Allocate owned-equipment cost to jobs via internal Blue-Book rental rates
Rentable-asset catalog, availability calendar, deposits, damage waiver, state rental-tax rules & capped late fees for US rental shops
Unclaimed-Property / Escheat Due-Diligence & Report Worksheet (US)
Generate state-required pre-escheat due-diligence letters for aged credits and uncashed checks, then track owner responses
Plan quarterly US estimated tax (Form 1040-ES / 1120-W): project taxable income, apply a bracket schedule, run the safe-harbor check and split the required payment into the four quarterly installments with their due dates.
Track heavy highway vehicles and fuel-tax data, then build the Form 2290 Heavy-Vehicle Use Tax (HVUT) worksheet and an IFTA-style fuel-tax worksheet for the periods you file.
Extended Producer Responsibility (EPR) packaging data and producer-fee worksheets for US state programs (CA SB 54, OR, CO, ME)
FDA FSMA-204 lot genealogy, one-button recall lists and traceability-list (FTL) data export for food operations (US)
Assess FMLA eligibility, track the 12-week (or 26-week military caregiver) entitlement across all four leave-year methods including rolling-backward, decrement intermittent leave in hours, overlay state PFML programs (CA / NY / CO / WA and more) that run concurrently, and report balance and exhaustion.
Finance-Charge & Late-Fee Engine (US) with state usury caps
Multi-book fixed-asset register with parallel Book, MACRS tax, AMT and State depreciation schedules and disposal gain/loss
Track tangible business personal property by taxing county and build the annual business personal-property rendition worksheet with percent-good depreciation and estimated tax.
Form 940 / 941 Payroll-Tax Worksheet — aggregate wages, withholding and employer taxes into IRS Form 941 (quarterly) and Form 940 (annual FUTA) worksheets with an EFTPS deposit schedule
Map your nonprofit ledger to IRS Form 990 Part VIII revenue and Part IX functional-expense lines with program / management & general / fundraising allocation and CSV export