Additional Features That Improve

Your Cash Flow Analysis

 

Clients using Buker's Taxanalysis Plus sometimes ask us to consider adding new features they think would be helpful in improving their cash flow analyses.  We listen to our clients and constantly strive to make improvements to the software that benefit everyone.

 

Customized Printing and Exporting Versatility

  • Select any number of pages for preview, printing or export all or part of your  Buker's Taxanalysis to other applications like Excel from one easy-to-use screen.  Use Print Preview to select specific pages to print or copy directly to a Word document and paste any or all of your Buker's Taxanalysis into your loan write-up.
  • Print in a compressed form that allows multiple schedules on one page.  Print a list of cash flow totals for multiple activities on one page.  Print your notes on one page or behind each worksheet.

Input Data Directly on the Recap or Use the Sub-worksheets

  • Input directly on the Recap Sheet or access the sub-worksheets for line-by-line input.  Users of the Personal Financial Statement module will save valuable time inputting directly on the PFS Recap sheet.  For extensive assets and liabilities in multiple subcategories, the sub-worksheets can help lenders input and organize the data.

Common Sizing for Personal Financial Statements and 

Buker's Taxanalysis Cash Flow Recap

  • Display and print percentages for all main categories in both the Buker's Taxanalysis and PFS Recap Sheets.  Use the percentages as a tool to establish trends on a historical basis and apply that to the projected year.

Toggle Between Buker's Taxanalysis Cash Flow

Recap Sheet and PFS

  • For a given borrower, you can toggle back and forth between the Buker's Taxanalysis Cash Flow and the PFS by simply clicking on a button on the toolbar.

Footnoting

  • Available for all worksheet screens.

Help Index

  • Explains the "how to" of each Buker's Taxanalysis adjustment on each schedule and where to find it in the tax return.
  • Context-sensitive help
    • Simply press F1 for information on any module in the program.  A simple keystroke will direct you to the correct help section for the corresponding worksheet.