Outsourcing Processing
outsourcingprocessing.com
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Load your first results XLSX. The Smart Categorizer will automatically classify all transactions from "Other Deductions" into proper IRS categories.
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Smart Categorizer
All transactions auto-classified · Review and correct before filing
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How this works
Every transaction from "Other Deductions" has been automatically classified using payee name rules. Confidence is shown for each. Review low-confidence items, correct any misclassifications using the dropdown, then click Apply All & Recalculate to update every number in the system.
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Revenue & Expenses
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Period Summary
Income Sources
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Deductible Expense Categories
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All Payees
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1099-NEC Tracker
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Payees — Accumulated Total
All Transactions
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Transaction Log — Categorized
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| Date | Payee | Amount | Type | IRS Category | Deductible | Notes |
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Annual Tax Summary
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Partial Year
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Form 1065 — Partnership Return Summary
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Income Breakdown
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Deduction Categories (1065-Ready)
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Year-End Action Items
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Schedule C — Pre-Summary
Maps your categorized data to IRS Form 1040 Schedule C lines
For Single-Member LLC & Sole Proprietors filing Form 1040
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How to use this
This pre-summary maps your categorized expenses to Schedule C lines. Provide this to your tax preparer — it saves hours of work. All figures come from your categorized transactions.
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Load a period file to generate the Schedule C pre-summary.
DR-15 Accumulated
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DR-15 Basis
DR-15 is calculated on Gross Receipts (revenue) — not expenses. The categorization of expenses does not affect your DR-15 numbers. Rates are per county as selected on import.
Sales Tax by Period
Annual DR-15 Total
Filing Calendar
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Filing History
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Log in and load periods to see filing history
AI Financial Advisor
All accumulated periods + categorized data loaded · English or Spanish
Outsourcing Processing — Financial Advisor
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👋 Load at least one period file to activate the AI advisor with your real categorized data.
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Active Alerts
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Insurance & Licenses
Track policies, licenses, and renewal dates
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No policies tracked yet
Add your business insurance policies and licenses to track renewals and get expiration alerts.
Bills & Services
Monthly recurring obligations and utilities
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No services tracked yet
Add your recurring bills and services to track payments and get due-date alerts.
Business Calendar
FL Tax deadlines, DR-15 dates, compliance events
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Note
Holiday and deadline dates may shift when they fall on weekends. DR-15 deadlines move to the next business day. Always verify at floridarevenue.com and irs.gov before filing.
Financial Reports
8 documents ready · Load a period to generate
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Load a period file to activate reports
Import an XLSX results file from the "Add Period" button. All 8 reports will be generated instantly from your categorized data — ready to download as Excel files.
Bank Reconciliation
Compare your XLSX data against your bank statement
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Upload a bank statement to begin
Export your bank statement as CSV from your online banking portal (Chase, Bank of America, Wells Fargo, or any generic CSV format), then upload it here to compare against your XLSX data.