Tax small biz

Important offers

Important offers, pricing details, and disclaimers

At your request, Tax Small Biz will conduct a full evaluation of your bookkeeper’s work. If your Live Bookkeeper makes an error that requires you to re-open your books for any month, we’ll correct the error in your books for the month that the error occurred at no additional charge.

Eligible errors include only those made by a Live Bookkeeper. An “error” is: a) a transaction that has been incorrectly categorized to the wrong account; b) an account balance in Tax Small Biz that doesn’t match the actual account balance; or c) improper transactions which can’t be supported by documentation (including client responses and client meeting notes).

If you invoke the guarantee, Tax Small Biz will conduct an evaluation of the Live Bookkeeper’s work. You’ll need to provide Tax Small Biz with a receipt for the transaction in question, correspondence from your outside tax accountant, or a document stating the balance of the account if an account balance is in question.

Live Bookkeepers aren’t responsible for errors resulting from incorrect information that you provide, or if you re-open the books by overriding closure after a Live Bookkeeper completes the month-end closure.

** Product Information
Tax Small Biz Live Monthly Bookkeeping pricing tiers: Tax-Saving Bookkeeping is available to Tax Small Biz Online subscribers and is sold separately. Tax Small Biz Live Cleanup is required for Live Monthly Bookkeeping. Cleanup fee is customized based on signup month, tax filing status, and business start date. Following a 30 day period after signup, the ongoing Tax-Saving Bookkeeping service is available in 3 different pricing tiers, depending on your company’s average monthly expenses over a period of 3 consecutive months. After the first month, you’ll be charged monthly at the then-current monthly fee based on your average monthly expenses over the previous 3 months, unless you cancel. Your business’s average monthly expenses and associated subscription pricing may be reassessed at Intuit’s sole discretion. Currently:

If your monthly average is $0-10,000 per month, the monthly price for Tax Small Biz Live is $200.

If your monthly average is $10,001-50,000, the monthly price for Tax Small Biz Live is $300.

If your monthly average is $50,001 or more, the monthly price for Tax Small Biz Live is $400.


Tax Small Biz Live Monthly Bookkeeping services: After signup, a Live Bookkeeper provides cleanup services that start from the date of your last business tax return or business incorporation date (if more recent) through the end of the calendar month before first sign-up to Tax-Saving Bookkeeping. The services provided during the first month are as follows, as applicable: update bookkeeping based on information you provide; connect bank and credit cards; categorize and update transactions up until the last tax-filing date; reconcile bank and credit card accounts with past statements, as provided by you; reconcile remaining balance sheet accounts; and run a summary report of work completed, balance sheet, and profit loss statement of YTD for cleanup period(s).

A Live Bookkeeper cannot begin cleaning up your past books until they receive the required supporting documentation, which your bookkeeper will request from you after your first meeting. Once your bookkeeper receives all the necessary documentation, they’ll typically complete your cleanup within 30 days. In some cases, your cleanup may take longer depending on timeliness of documentation and the complexity of your books.

During each subsequent month, ongoing Tax-Saving Bookkeeping services include: an overview of the main features of QBO; setup of customers and vendors; assistance with reports and reporting tools; setup of chart of accounts; assistance with bank connections, expense type classification, categorization, and reconciliation based on information you provide; importing of historical data; and ongoing assistance with bookkeeping practices). Some basic bookkeeping services may not be included and will be determined by your Live Bookkeeper. The Live Bookkeeper will provide help based on the information you provide. For more information about services provided by Tax-Saving Bookkeeping, refer to the Tax Small Biz Terms of Service.

Tax Small Biz Tax-Saving Bookkeeping Cleanup: The Tax Small Biz Tax-Saving Bookkeeping Cleanup only applies to bookkeeping records up to your last tax filing. You must have filed your business’ prior tax return and provide a copy of the return before cleanup services can begin. A Live Bookkeeper cannot begin cleaning up your past books until they receive all of the required supporting documentation, which your bookkeeper will request from you after your first meeting. Once your bookkeeper receives all the necessary documentation, they’ll typically complete your cleanup within 30 days. In some cases, your cleanup may take longer depending on timeliness of documentation and the complexity of your books.

Tax-ready books: Tax-Saving Bookkeeping doesn’t include tax preparation services or assistance with tax preparation, or assurance services. Consult a tax preparer for tax advice related to the preparation of your tax return. The Tax-Saving Bookkeeping Cleanup service is from the date of your last business tax return through the end of the calendar month before first sign-up to Tax-Saving Bookkeeping.