Loading...
Loading...
Documentation software
Use your existing files and templates to collect facts, prepare drafts and update annual documentation in TP/OS. Your team reviews changes and signs off on the final documents.
The documentation process
TP/OS turns prior-year documentation, source files and your templates into a reusable documentation process. It helps extract and organize facts, draft sections, and prepare outputs in your chosen structure. For the next year, reuse the mappings and templates while reviewing changes to the business, transactions and financial information. The team retains responsibility for technical positions and local requirements.
Who it is for
Keep the methodology and templates your team already works with.
Advisory teams preparing Local Files and Master Files in firm or client templates, with recurring sections they can reuse.
In-house tax teams collecting inputs from several entities and checking that shared facts remain consistent across documents.
Reviewers managing annual updates who need to distinguish reusable material from facts and conclusions that require a fresh review.
Workflow
Start with prior-year documentation, source documents, supporting data and the templates your team already uses.
Set up the entity and transaction structure, recurring sections and review checkpoints for your documentation process.
Use AI to help extract facts and draft sections. Review source inputs and changed assumptions before approving the text.
Prepare documentation in your agreed templates and route it for final review. Reuse the structure for the next annual update.
Review and setup
Agree the scope during setup and keep technical approval with your team.
Roll forward the structure, not unexamined conclusions. Review changes to transactions, functions, financials and local requirements each year.
Keep your templates and review standards. Agree the country-specific setup and required outputs before implementation.
People approve the final documents. AI-assisted extraction and drafting do not establish that a file is complete or compliant.
Explore further
Explore the product workflow alongside the underlying documentation guidance.
TP/OS: workflow and setup
See how data, templates and review fit together, and compare the available setup options.
OpenLocal File preparation guide
Review the entity, transaction and financial information a Local File needs.
OpenMaster File preparation guide
Understand the group-level information and how it connects with Local Files.
Open