Sample
Income records
12 example invoices
Tax Prep workspace preview
See how a Tax Prep workspace can organize your records
Preview how Cash Workspace can help organize invoices, expenses, receipts, contracts, tax documents, and accountant-ready exports before you work with filing software or a qualified professional.
A preview with example records
This preview uses example records only — it is not real workspace data. Cash Workspace helps organize records; it does not provide tax advice, calculate tax liability, or submit tax returns.
Example dashboard
What a Tax Prep workspace looks like
Sample
Expense records
34 example expenses
Sample
Documents to review
7 example documents
Sample
Tax documents
5 example files
Example status
Export readiness
Needs review
Stay on top of gaps
Missing-records checklist
- Review unlinked incoming documents
- Review unlinked outgoing documents
- Add missing receipts
- Confirm fiscal year
- Check client and vendor names
- Separate personal and business records
- Prepare export for accountant review
Country workflows
Spain and U.S. preparation, previewed
Spain preview
Available- IRPF / Renta record preparation
- Issued invoices
- Received invoices
- Receipts and expense evidence
- Tax documents
- Accountant handoff
United States preview
Available- Form 1040 preparation map
- Schedule C preparation map for self-employed users
- Income records
- Expense records
- Receipts
- Supporting documents
PlannedUnited KingdomFranceGermanyMexico
Country-specific workflows help organize records. They do not file returns or provide tax advice.
How review works
From a document to an export package
1
Upload document
2
Classify as incoming or outgoing
3
Record invoice or expense
4
Export package
Example flow only — this preview does not upload or process real documents.
Export preview
What an accountant-ready package contains
- Grouped invoices by direction and fiscal year
- Grouped expenses by category
- A document list for the period
- Tax documents collected for review
- A fiscal-year summary
- Notes and comments for team review
Accountant-ready means organized for review. It does not guarantee tax compliance, and Cash Workspace does not file or submit anything to a tax authority.
Guides
Want a practical checklist first?
Use the Tax Prep checklist pages to see what records to organize before tax season.
Start organizing before deadline pressure
Create a free Cash Workspace and turn scattered invoices, receipts, and documents into a structured tax-preparation workspace.