The complete S corporation tax agent.
From source documents to signed return, Instead prepares workpapers, populates returns, resolves diagnostics, and files 1120-S returns, K-1s, and all supporting schedules.
One agent.
Every step of the 1120‑S.
Tax plans, workpapers, return population, K-1 generation, review, and filing. Instead handles every step of S corporation tax preparation so your team focuses on advisory.
- Reasonable compensation analysis
- Shareholder basis calculations
- AAA and OAA tracking
- K-1 generation for every shareholder
Everything you do with an S corporation. Automated.
Plan. Prepare. Review. File. Resolve.
Tax workpapers
Upload trial balances, financials, and prior returns. Complete S corporation workpapers built automatically.
Tax return preparation
The agent populates every line of the 1120-S from workpapers. K-1 generation, shareholder basis calculations, and AAA tracking included.
Tax return review
Run compliance reviews against source docs, workpapers, and current tax law. Flags issues before you see them.
Tax plans and memos
Build S corporation tax plans with reasonable compensation analysis, distribution strategies, and client-ready deliverables.
Tax estimates
Quarterly estimated tax calculations for shareholders, federal and state. Safe harbor analysis and flow-through impact included.
Tax resolution
Late filing penalties, S election issues, and IRS correspondence. The agent builds the response.
Strategy implementation
From intake through analysis to final deliverable. S corporation strategies with projected impact on shareholders and entity.
Custom workflows
Your firm's S corporation process, codified. Describe your workflow and the agent builds it for every client.
Every document organized automatically.
Upload financials, prior returns, and source docs. The agent classifies, renames, and organizes everything by tax year and shareholder.
Auto-classification
Agent organizes S corporation docs, shareholder records, and prior year returns.
Version history
Full audit trail on every document. Revert any change at any time.
Cloud integrations
Google Drive, OneDrive, and Box. Connect your existing document store.
Workflows built for S corporation returns.
From workpapers to filing, every step of S corporation preparation has a dedicated workflow. Click run and the agent handles the rest.
- Build a 1120-S tax workpaper (TY25)
- Prepare and review a 1120-S return (TY25)
- Review a 1120-S tax return (TY25)
- Build an S corporation tax plan (TY26)
- Build shareholder tax estimates (TY26)
- Implement a tax strategy
- Reasonable compensation analysis
One person.
Thousands of 1120‑S returns.
Select S corporation clients. Run return preparation across all of them simultaneously. The grid handles every shareholder, every K-1, every basis calculation in parallel.
Ask any S corporation question. Get cited answers.
Shareholder took distributions exceeding basis. What’s the tax treatment? Client wants to revoke the S election mid-year. What are the consequences? The agent finds the answer in seconds, cited from IRC sections, Treasury Regulations, and IRS Audit Technique Guides.
Control who sees what.
User permissions
Owner and Member roles. Control who accesses which clients.
Document permissions
Visibility at the document and folder level. Sensitive returns stay restricted.
SOC 2 Type II
Annual security audit. IRS-authorized e-file. 256-bit encryption.
E-file and print. Federal and state.
S Corporation (1120-S), including K-1s and all supporting schedules. Government-approved e-file to IRS + 48 state jurisdictions. Print-ready for all 50.
1120-S, Schedule K, K-1, D, L, M-1, M-2, M-3, 4562, 4797, 8825, and more
Built for volume. Built for accuracy.
The agent prepares, reviews, and files S corporation returns at scale. One person, hundreds of returns, same quality every time.
One platform for every entity type.
Coming TY26: 706 · 709 · 990 · 5500 · 2290
Multi-entity clients? Link entities and run workflows across them.
The agent handles the complexity.
File tax returns nationwide
First company in decades to receive approvals at every level of government.
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
WyomingThe software is free. You pay for the agent.
File any 1120-S by hand at no cost. When you want the agent to handle K-1s, basis calculations, and reasonable compensation analysis, pay per credit.
File any return
Free forever.
Run the agent
Pay per credit.
See the 1120‑S agent in action.
From source documents to filed return. Watch Instead prepare, review, and file an S corporation tax return end to end.