Historical Bookkeeping for Unfiled Tax Years
Reconstruct clean, organized cash-basis Profit & Loss statements from historical bank and credit card records that you can provide to your tax professional as part of the records used to prepare delinquent returns.
Get StartedRebuild Past Records from Raw Bank Statements
Organized financial records can help your tax professional prepare the business portions of delinquent returns. CheckOff Books categorizes historical transactions from past bank and credit card statements and delivers organized monthly and annual cash-basis Profit & Loss statements.
How Historical Bookkeeping Reconstruction Works
- Gather prior PDF or CSV statements for the relevant years.
- Upload files through our secure self-service portal.
- Receive review-ready cash-basis P&Ls for each historical period.
- Provide those reports to your CPA, Enrolled Agent, or tax preparer as part of the records used to prepare delinquent returns.
What We Deliver & Service Boundaries
We provide cash-basis P&Ls and, upon request, balance sheets when sufficient historical opening balances and supporting records are provided. CheckOff Books is not a CPA firm or tax-resolution service. We do not prepare, calculate, or file tax returns; negotiate with tax authorities; or provide legal or tax advice.
For shorter backlogs, see catch-up bookkeeping.