How tax filing works
The Tax autopilot assembles a jurisdiction-correct packet from your books and company records, then hands it to a licensed CPA to review and sign.
The Tax autopilot turns a year of company records into a filing-ready packet. It reads your entity type and jurisdiction, pulls the numbers from your books, maps them onto the correct forms, and flags anything that needs a human. FormBridge does the assembly; a licensed CPA partner does the review and the signature — the part the law reserves for a professional.
How a packet gets built
- 1Determine what you owe and file
The agent gates every decision on your jurisdiction matrix — a US-Wyoming LLC, a Delaware C-Corp, and a UK Ltd have completely different obligations. It selects the correct forms for your entity and residency, never a generic template.
- 2Pull the numbers from your books
Income, expenses, and balances come straight from your closed months in Bookkeeping. A clean, categorized ledger is what makes the packet accurate, so the agent will tell you if a month is still open or uncategorized.
- 3Assemble the forms
The agent maps your figures onto the jurisdiction-correct forms — for the US, packets built around 1120, 1120-S, 5472, or 1040-NR; for the UK, the CT600. Every field traces back to a source it can cite.
- 4Escalate to a licensed CPA
The completed packet is routed to a CPA partner who reviews it, resolves open questions with you, and signs. See the CPA handoff for exactly what that step looks like.
- 5File and archive
Once signed, the return is filed and a copy lands in your document vault alongside your Articles and prior filings, timestamped and downloadable.
FormBridge assembles your return from your own records and describes the process — it does not give tax advice or take a position on your specific situation. A licensed CPA partner reviews and signs every return, and any advice about your tax position comes from that professional.
Every step is recorded as an auditable agent run, so you can see which numbers came from where. Explore the agent on the AI Agents overview, or read what the individual US tax forms actually are.