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We are looking for an experienced QuickBooks expert to extract financial data and complete a detailed Tax Organizer Worksheet based on our QuickBooks account. The worksheet includes: Personal & general tax information (we will provide separately) Income details (business, rental, etc.) Expense categorization (very detailed – 100+ categories) Profit & Loss mapping Business expenses (Schedule C style) Vehicle & mileage details (if available) Additional tax-related sections (charity, taxes, medical, etc.)
Project ID: 40389228
12 proposals
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Active 5 days ago
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12 freelancers are bidding on average ₹916 INR for this job

Hello Sir, Hope you are doing well, You need a professional book keeper & accountant with expertise in quick books Desktop/online and accounts & finance for your assignment. I am Quick Books Online Certified professional book keeper & accountant with MBA/MS finance; Member of Institute of Chartered Accountants having more than 10 years of experience in book keeping in: 1. Quick books online /Desktop book keeping & customization, 2. Accounts & Finance. 3. Balance Sheet 4. Profit & Loss 5. Cash flow 6. Budget 7. Audit 8. Bank/Credit card reconciliations 9. Microsoft office I am providing book keeping services in quick books online /desktop and accounts services in many organization. I will do your task according to your expectations and accuracy with unlimited revisions. I can assure you best of my services in my field. I am available for more than 40 hours in a week. If you choose me for your project, I guarantee that you will receive a professional and high-quality work in a timely manner. However, if you have any questions, please feel free to ask! I am welcoming. Anxious to hear a positive response from your side Regards, Tahir
₹1,200 INR in 3 days
6.7
6.7

Dear Client, I hope you’re doing well. I would be glad to assist you in extracting and organizing your financial data from QuickBooks and accurately completing your Tax Organizer Worksheet. I am an experienced accounting professional with a Master’s in Commerce and have been working with international clients on bookkeeping, financial reporting, and tax-ready data preparation. I have strong hands-on experience with QuickBooks Online and detailed financial data analysis. How I can support your requirements: Extract and review financial data directly from QuickBooks Map Profit & Loss accounts accurately to your Tax Organizer format Categorize expenses across detailed classifications (100+ categories) with consistency Prepare business expense breakdowns aligned with Schedule C requirements Assist with income reporting (business, rental, etc.) Organize vehicle, mileage, and other relevant financial details (where available) Cross-check all data to ensure completeness and accuracy My approach: Maintain clear and organized working papers Flag any missing information or discrepancies promptly Ensure alignment between QuickBooks data and the worksheet requirements Deliver accurate and review-ready output within agreed timelines I am detail-oriented, reliable, and comfortable handling complex categorization tasks with a high level of accuracy. Looking forward to the opportunity to assist you. Kind regards, Harsh
₹1,200 INR in 7 days
5.7
5.7

Hello! I am a seasoned QuickBooks expert with extensive experience in extracting financial data and completing detailed Tax Organizer Worksheets. I am well-equipped to handle the complexity of this project, which includes various components such as income details, expense categorization, profit & loss mapping, business expenses, vehicle & mileage details, and additional tax-related sections. I am confident in my ability to deliver accurate and thorough results that will meet your requirements effectively. Regards, CA. Swati Jain, CPA | Indian CA & CS
₹940 INR in 1 day
4.6
4.6

I also prepare tax returns using Drake software, so I am aware of the accounting and classification required for Tax Organizer Worksheets. I have a few questions: - Is your QuickBooks file already fully reconciled - Daily hours needs to be devoted About me I am a Chartered Accountant with over 8 years of experience working with clients across US, UK, and Australia. I am expert in QuickBooks for transaction recording, reconciliation, and financial reporting. I have handled similar data extraction and mapping tasks for tax purposes with accuracy. Though my profile is new here, I have served more than 300 clients.
₹900 INR in 7 days
4.1
4.1

Hi there, This is Rajesh, Renisha's husband, working with her in the field of Bookkeeping and Accounting. I'm available all the time with her. I have good experience in QuickBooks and well knowledge in Accounting principles. I'm a Commerce graduate. I'm passionate about finance and have a good track record of reliability, My certificates and experiences will share on interview. I have similar working experiences, one with US Client Mr. Steve Buscarello (update international LLC), 1 hour daily data entry of transactions from pdf bank statement into QB desktop by remotely accessing (anydesk) their computer, that's on going work work since 2019. Another with a CANADIAN client (James Grant) for his one year transaction's data entry into QB Online software, his startup business (including all initial process of chart of accouts creation, setting up reporting, processing journal entires, etc.). Also I know Tally, MYOB, XERO (xero is not much more different from QB), etc. So I'm very confident on successful completion of this project. I would love to keep good communications and a trustworthy relationship for long time. I will streamline the process quickly and looking for a long-term relationship. We can discuss more and start working immediately. QB, QBO, EXCEL, Tally proficient Thanks & Regards , Renisha Rajesh
₹600 INR in 1 day
4.1
4.1

I am a Chartered Accountant with experience of more than 10 years in the field of accounting and taxation. I have successfully completed various similar projects which can be reviewed in my profile. I am interested in your said assignment and look forward to connect to you. Please feel free to contact over chat for detailed discussion
₹900 INR in 7 days
3.5
3.5

Hi, I can help you turn your QuickBooks data into a fully completed, clean, and audit-ready Tax Organizer. I have solid experience working with QuickBooks (Online/Desktop) and translating raw financial data into structured tax-ready formats, including detailed expense categorisation and Schedule C-style reporting. I’m comfortable handling large category mappings (100+ lines) while ensuring every figure ties back to the source reports. My approach is straightforward and reliable: * Extract and reconcile data from QuickBooks (P&L, transactions, ledgers) * Map income streams and expenses precisely to your Tax Organizer structure * Reclassify entries where needed for accurate tax treatment * Cross-check totals to ensure full consistency with financial statements * Flag missing data (e.g., receipts, vehicle/mileage gaps, or uncategorised items) I’ve previously worked on similar projects involving detailed expense breakdowns, business income reporting, and tax-ready summaries for accountants, so I understand the level of accuracy and clarity required. You’ll receive a fully completed worksheet with clear mappings, consistent figures, and notes where assumptions or clarifications are needed—making it easy for your tax preparer to proceed without back-and-forth. Available to start immediately and can deliver within a tight timeline if required. Let me know when you’d like me to review your QuickBooks file and worksheet. Regards, Taha
₹900 INR in 7 days
2.9
2.9

Drawing from my rich and diversified experience as a Chartered Accountant with expertise in QuickBooks and several other accounting tools, I am your go-to freelancer for diligently extracting your financial data and completing an accurate Tax Organizer Worksheet. Over the past 8 years, my team and I have honed our skills, working across India, Dubai, Singapore, Korea, Malaysia, and Canada – providing precise and prompt compliance solutions. In addition to our QuickBooks proficiency, we also readily facilitate organizations in managing their accounts using Zoho Books, Tally, Xero and Wave among others. This versatility has not only added value to our services but allowed us to assist businesses holistically through budgeting, MIS reports, payroll, financial controls and more as virtual CFOs. Let’s take the stress off your finance desk!
₹1,000 INR in 7 days
1.8
1.8

Hello, I'm a Semi Qualified Chartered Accountant from India. I have 4+ years of experience in Accounting Taxation and Auditing. I have on hand experience in QuickBooks both Cloud based and desktop versions. Please check my profile for more information on me and my experience. I can handle you project with efficiency and complete within due time. Open for negotiations and talk. Do let me know what you think of my proposal My name is Rakshith and I thank you very much for reading this.
₹750 INR in 7 days
0.3
0.3

Hi, I hope you're doing well. I have carefully reviewed your project and I’m confident I can deliver accurate and high-quality results based on your requirements. With over 8 years of experience in Data Entry, Lead Generation, Email Collection, and Web Research, I have successfully completed similar tasks with 100% accuracy and client satisfaction. I pay strong attention to detail, ensure fast turnaround, and always meet deadlines. I can help you with: ✔ Accurate data entry and management ✔ Verified email collection & targeted lead generation ✔ Web research and data extraction ✔ Organized and clean data delivery I am available to start immediately and can provide a quick sample if needed. Looking forward to working with you! Best regards, Nimra
₹600 INR in 2 days
0.0
0.0

Hi there, I understand that preparing a complete and accurate Tax Organizer from QuickBooks data can be time-consuming, especially when it involves detailed categorization across 100+ expense heads, Schedule C mapping, and multiple tax sections. I can help you streamline this entire process with precision and clarity. I am a certified QuickBooks Online professional (QBO ProAdvisor) with strong expertise in accounting, financial data extraction, and tax-ready reporting. Along with that, I hold JAIIB and CAIIB certifications, which strengthens my understanding of financial systems, compliance, and structured reporting. Here’s how I can support your project: Extract and organize all required financial data from QuickBooks Map income and expenses accurately to tax categories (including detailed 100+ classifications) Prepare Profit & Loss aligned with tax reporting requirements Structure business expenses in format Organize additional sections like vehicle, charity, medical, and taxes Deliver a clean, well-structured Excel Tax Organizer ready for filing I have experience handling low-volume as well as structured accounting systems with high accuracy, and I pay close attention to detail to ensure nothing is missed. I am confident I can deliver this within your budget range while maintaining accuracy and compliance. Looking forward to working with you. Best regards, Amiya Kr Sarma
₹800 INR in 5 days
0.0
0.0

Hi, I can extract and organize your QuickBooks data into a fully completed, accurate Tax Organizer Worksheet with clear mapping across all required sections. With solid experience in QuickBooks and financial reporting, I’ll carefully pull income, expenses, and supporting details, then categorize everything according to your worksheet structure (including detailed 100+ expense categories and Schedule C-style breakdowns). My approach ensures: * Accurate extraction and reconciliation with QuickBooks reports * Proper categorization aligned with tax requirements * Clear mapping of Profit & Loss into the organizer * Careful handling of additional sections (vehicle, charity, medical, taxes, etc.) You will receive: * Fully completed Tax Organizer Worksheet * Clean, well-structured income and expense categorization * Verified figures matching QuickBooks records * Notes on any missing data or items needing clarification I focus on accuracy and clarity so your file is ready for tax preparation without rework. Ready to start as soon as you provide access and the worksheet. Best regards
₹1,200 INR in 4 days
0.0
0.0

Dinajpur, Bangladesh
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