The Personal Financial Statements (PFS) Module

Comprehensive Personal Financial Statement Module

Your lenders will appreciate the powerful Personal Financial Statement (PFS) module that allows them to analyze up to four year's historical PFS and one year's projected PFS side-by-side.

  • Spread Multiple Asset and liability Groups
    • spread up to ten asset groups and eight liability groups with multiple subcategories for each year's PFS
    • enter unlimited items in the subcategories

  • Liquid and Non-Liquid Assets
    • up to four groups of liquid assets and six non-liquid assets may be input separately

  • Inside and Outside Net Worth
    • computed automatically with user adjustments available

  • Automatic Multiple Ratio Options
    • select the ratios you want and print them

  • Input and Track Liabilities
    • enter up to eight separate liability groups

  • Summary of Key Balance Sheet Information
    • after entering all assets and liabilities for each year's PFS, Buker's Taxanalysis Plus summarizes certain key balance sheet information on a recap schedule:
      • inside and outside net worth
      • off-balance-sheet commitments and contingencies
      • key balance sheet information

  • Commitments and Contingencies
    • input and track the off-balance-sheet commitments and contingencies that can blindside lenders

For Assistance:

Please contact us at (503) 520-1303 or e-mail us at Support@taxanalysis.com and we
will be happy to assist you.

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