Tax Center
Your books run your business.
Your tax return needs cash basis.
Docyt keeps both. Docyt closes your books every month. At tax time your return needs those books converted to a cash basis, and that work usually happens in somebody's spreadsheet. Tax Center does it inside Docyt instead: a second set of books on a cash basis, one for each tax year, kept permanently, with your tax accountant working in it directly.
Tax Center in the product
Tax Center demo
Walkthrough video coming soon
What you get
A second set of books,
not a second opinion
Cash-basis books, not a report setting
Switching a report to cash basis just redraws the report. Tax Center produces a real second set of books, with real entries that clear receivables, payables, accruals, prepaids and deferred revenue. Your accountant works from books they can inspect, not a figure they have to trust.
Built only from closed books
Docyt converts a year once it is closed and reconciled, never before. The cash-basis figures come from finished books, not from a mid-month export that was already out of date when it was sent.
A permanent record of what you filed from
Every tax year stays in Docyt: the entries, the statements, the date the year was filed and the name of the person who filed it. Three years from now you can open 2025 and see exactly what the return was prepared from, without asking anyone to find a file.
A trail that holds up
Entries are reversed, never deleted. Each year records who carried it in and when. Once a year is marked as filed, Docyt freezes it. And if the books for a filed year are ever reopened, Docyt flags the tax books, reverses the conversion and rebuilds the year, so your tax record can never quietly drift away from your books.
Your operating books stay untouched
The conversion happens in a separate set of books. Nothing done at tax time changes the numbers you run the business on, your monthly reports or your bank reconciliations.
The record belongs to your business
Change accountants and the history stays with you. The conversion rules, the entries and every filed year are in your Docyt workspace, not in a departing preparer's workpapers.
Access & Controls
Invite your tax accountant
Add your tax accountant to Docyt with the Tax Accountant role and they get their own login. It opens the Tax Center and nothing else: your bank feeds, your bills, your payroll and your operating ledger stay private. They set the conversion rules, review the drafted entries, post them, and mark the year as filed.
- No exporting a backup file.
- No sharing your password.
- No giving an outside firm the keys to the whole business to get one year converted.
ACCESS
Why it matters
One system, all year
Most businesses run two systems at tax time: an accounting system for the year, and a spreadsheet for the conversion. The spreadsheet lives on the preparer's laptop, gets rebuilt every year, and nobody at the business can see it.
Two systems
The books in one place, the conversion in a spreadsheet somewhere else. Rebuilt every year, invisible to the business, gone when the preparer is.
One system
Docyt closes your books each month and converts the year when it is done. Same system, same chart of accounts, same reconciled numbers. The conversion rules you set for one year carry forward to the next, so the second year is faster than the first.
Frequently asked
Questions owners ask
Do I have to do the accounting work?
No. Docyt closes your books every month. Your tax accountant sets the conversion rules, reviews the drafted entries, posts them and marks the year as filed, all inside Docyt.
Does this change my operating books?
No. The conversion happens in a separate set of books. Nothing done at tax time changes the numbers you run the business on, your monthly reports or your bank reconciliations.
Can my accountant see the rest of my Docyt?
No. The Tax Accountant role opens the Tax Center and nothing else. Your bank feeds, your bills, your payroll and your operating ledger stay private.
What if my books change after I file?
Once a year is marked as filed, Docyt freezes it and refuses further changes. If the books for a filed year are ever reopened, Docyt flags the tax books, reverses the conversion and rebuilds the year, so your tax record never drifts away from your books.
Do I have to set this up every year?
No. The conversion rules you set for one year carry forward to the next, so the second year is faster than the first.
What if I change accountants?
The history stays with you. The conversion rules, the entries and every filed year are in your Docyt, not in a departing preparer's workpapers.
Monthly books and a tax-ready set, in one place.
Tax Center is included in your Docyt plan, for businesses on Docyt's native ledger.
Also under Docyt Enterprise Suite:BooksGPT →AI Dashboards →