Advanced

Partnership Basis (Inside vs Outside) Reconciliation

Reconciles a partner's capital account and tax basis (704b vs Tax Basis).

Reconcile the 'Inside Basis' and 'Outside Basis' for Partner {partner_name} in {partnership_name}. Starting tax basis: {start_basis}. Current year activity: {contributions}, {distributions}, {share_of_income}, and {share_of_liabilities}. Explain any Section 754 adjustments or 'hot assets' issues.

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Month-End Close Checklist Generator

Generates a comprehensive month-end close checklist tailored to your company type and size.

ChatGPT-4oClaude Sonnet 4.5Gemini 2.5 Pro
1
1
75
Financial Accounting
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Impairment indicator screen and impairment test outline

Screens for impairment indicators and outlines an impairment test approach with documentation steps. Useful for controllers and advisors supporting annual impairment reviews.

GPT-5.2 Thinking; GPT-4.1; o3-mini
0
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45
Financial Accounting
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Vendor statement reconciliation and duplicate payment scan

Reconciles vendor statements to AP subledger and identifies duplicates/credits. Produces a clear recon with recovery actions for AP and treasury.

GPT-5.2 Thinking; GPT-4.1; o3-mini
0
1
63