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Tax estimate verification

Verification lists the transactions included in taxable income and the exchange rates, deductions, and tax rates used in the calculation. It also lists missing data and other reasons the estimate may be inaccurate.

DocumentationDocsGuideTaxTax VerificationAudit TrailData Quality

Period and calculation stages

Review transaction classification, rates, deductions, and excluded transactions in order. If a stage has a warning, start there before checking the final estimate.

Transactions and tax profile rules

Open a stage to see the transactions and tax profile rule used to calculate its amount. Correct the transaction or rule, and Tetri will recalculate every later stage.

Compare the final estimate

The final estimate should match the taxable income from included transactions after rates and deductions are applied. Excluded transactions should not contribute to the amount. Compare the result with official records or a tax professional before filing.