Free business records planning tool
How much cleanup might your books need? Answer nine questions to assess complexity, identify deadline urgency and build your records preparation plan.
For U.S. business bookkeeping preparation. Method v1.0 · Reviewed October 8, 2026.
Choose categories only. Do not enter private records, account numbers or tax IDs. Answers stay in this page and clear when you reload.
A small backlog can still be urgent when a tax filing, agency notice or lender request is close. A large cleanup can require careful scoping even without an immediate deadline. This assessment considers both and shows which facts still need confirmation.
Catch-up records missing periods. Cleanup may also correct existing transactions and reconcile balances. Neither completing this assessment nor gathering documents establishes that your reports are accurate or ready to file.
IntegraFin uses a planning heuristic, not an IRS scoring system or a validated probability of accounting errors. Raw points are divided by 113, multiplied by 100 and rounded. This index does not measure a percentage of incorrect books.
The model does not inspect transaction errors, opening balances, document completeness, filing compliance or professional effort. Low scores still require records review; uncertain answers can change the final scope.
Current books, fewer than 50 monthly transactions, 1–2 accounts, reconciled last month, no payroll, mixing or extra complexities: 0 raw points, 0/100 complexity. A deadline within 14 days still produces critical urgency.
The same answers with accounts never reconciled add 20 raw points: round(20 ÷ 113 × 100) = 18/100. The score is low, but the plan flags missing reconciliation. The books are not verified as accurate.
The IRS explains how business records support financial reporting and tax preparation, and identifies supporting documents such as receipts, invoices and statements. Its guidance supports the records checklist; it does not endorse this calculator.
It estimates preliminary cleanup complexity from your selected categories and reports deadline urgency separately. It provides a preparation checklist, not a dollar quote or completion-time estimate.
Catch-up usually concerns recording missing periods. Cleanup can also involve correcting existing classifications, duplicate activity, unreconciled accounts and inconsistent balances. A project can require both.
No. A low modeled score does not verify account balances, reconciliations or filing readiness. Unknown answers and unreconciled accounts need review even when the score is low.
Prepare statements for every affected account, current accounting reports, the last reconciliation reports and a preserved copy of the books. Depending on your answers, also gather payroll, sales-tax, inventory, loan, contractor and entity records.
No. Final pricing requires a records review and a defined scope. This tool does not use a documented pricing model, so it does not estimate a fee.
No. The complete assessment, checklist, text download and print option are free without a contact form. A separate professional review is optional.
Assessment answers stay in page memory and clear on reload. The tool does not submit the answers to a server, place them in a URL or send them as analytics events. Do not upload or enter confidential financial records.