Updated
Occupational Tax & Payroll Reconciliation
Confirm the assigned filing frequency
Denver's filing-period guidance distinguishes monthly, quarterly, and annual occupational privilege tax reporting according to the applicable business circumstances. Check the city's instructions and the account's filing setup when staffing changes; a federal payroll calendar does not establish the Denver filing frequency. Denver filing-period guidance.
Keep a monthly payroll workpaper
Retain gross-pay reports, employee work locations, adjustments, and the provider's local tax calculations for each month. Reconcile the relevant employee and employer amounts separately. If the return covers a quarter, retain the monthly detail so a mid-quarter staffing change can be traced.
Assign filing responsibility explicitly
Confirm whether the payroll provider files each local return or supplies reports for the business to file. Keep submission and payment confirmations under the correct account and period. We reconcile the liability balance and flag an unfiled return even when a payment has already left the bank.
How we scope the work
We start with the decision or filing you need to complete, the entities and people involved, and the deadline. After reviewing the available records, we identify missing information and propose the services and deliverables. For ongoing work, we establish a close and filing calendar so bookkeeping, tax projections, and owner reporting use consistent information.
For an audit or other assurance request, bring the lender, grant, board, or regulatory requirement. We confirm the engagement type and applicable professional requirements before accepting the work.
CPA services for Denver clients
Tax preparation
Coordinate business and owner returns using reconciled income, allocations, and payment records.
Tax planning
Compare entity elections, transaction timing, and owner consequences before making a decision.
Financial reporting & cash flow
Connect the monthly close, forecasts, and financing needs to clear management reports.
Audit & assurance
Review the intended financial-statement user, required engagement, records, and deadline to define the appropriate scope.
Denver CPA questions
Does my payroll provider necessarily file Denver occupational tax?
Check the service agreement and actual filing confirmations. A payroll calculation or bank withdrawal does not, by itself, confirm that the correct city return was submitted. We include that responsibility in the filing calendar.
How do Denver clients work with KAS?
We provide virtual service through secure document exchange, scheduled video meetings, and electronic signatures. The engagement defines the services, responsibilities, and deadlines; this service area does not represent a walk-in office.