For tax professionals
Exempt-organization tax intelligence for accounting firms.
Research difficult EO questions, review returns and K-1s, and bring Exempt Tax Desk directly into Excel workpapers.
Excel Workpaper Intelligence
Analyze selected workpaper data without uploading an entire workbook.
K-1 / UBIT Intelligence
Screen workpaper data for UBTI, 990-T and related EO considerations.
Return Review
Deterministic Form 990 / 990-PF second-review capability.
Research with Authority
Ask Exempt Tax Desk research with source-backed answers.
Exempt Tax Desk for Excel is a review and research layer that complements your existing tax software and professional judgment. It does not prepare or file returns.
Security and data handling
- Only the cells you select are sent — never the workbook file, file name, other sheets, formulas or comments.
- Nothing is sent until you click Analyze Selection. Changing your selection sends nothing.
- Selected values are processed to produce the analysis and are not stored in our database.
- Workbook values are never included in analytics.
- The add-in writes to your workbook only when you click Add to Review Sheet, and never changes source cells.
Pilot installation
Download Excel PilotExcel on the web: download the manifest → open Excel → Add-ins → upload a custom/My Add-in → choose the downloaded XML → open Exempt Tax Desk.
Pilot installation only — Exempt Tax Desk is not yet listed in the Microsoft Marketplace.
Join the Excel Pilot
No cost during the pilot. We'll follow up with installation details.