Your Multiple-Year Tax Return Analysis Just Became Easy
Buker's Taxanalysis Plus allows you to analyze up to four year's historical tax returns and one year's recurring/projected cash flow, simultaneously.
"Taxanalysis software and training provides our lenders and underwriters with the most comprehensive, complete and current information concerning tax treatments and how they impact our borrowers. This resource is invaluable and is a critical part in helping us to accurately evaluate our client's cash flow and make sound credit decisions."
Dave Hansen
Regional Vice President
West Coast Bank
Find the Right Tax Return Line Reference Every Time -- Automatically!
For each year, Buker's Taxanalysis Plus tells your lender exactly which tax form and which line number to go to and find the key component of cash for that activity.
These tax return line references change automatically as you move from one year's return to another. Simply select the year you want and the software displays the correct line number for that part of the return you are analyzing.
View Ten Ratio Analysis Options Simultaneously
The software automatically computes and displays the ten most commonly used ratios for making credit decisions. Included are multiple versions of debt service ratios, debt coverage ratios and standard Fannie Mae formats.
- Custom User-defined Ratios Also Available
- Create customized ratios using any of the cash flow and/or debt items the program calculates. Use any worksheet or sub-workshet total to generate custom ratios in your evaluation of a borrower's cash flow. The ten basic ratios are available as a default and can be used as a springboard in creating your own ratios.
- Add or subtract items in the numerator and denominator of each ratio. Use a simple point and click to select a key cash flow/debt line item to add or subtract to any other cash flow/debt item.
- Custom User-defined Averages
- Select any worksheet or sub-worksheet item and create custom averages over any or all of the calculated years. Customize your Buker's Taxanalysis Plus output to reflect any multiple-year averages your bank prefers.
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 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 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.
- Cutting and Pasting
- Improved Navigation
- Scroll through each worksheet without having to change screens. Fill the entire screen with your Taxanalysis worksheet or reduce it to view only one year's data.
- Move to any cell on the Recap or sub-worksheets inside the program using the directional keys or the mouse.
- Enter any sub-worksheet in the cell by pressing the shortcut w key.
- 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 Taxanalysis Cash Flow Recap
- Display and print percentages for all main categories in both the 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 Taxanalysis Cash Flow Recap Sheet and PFS
- For a given borrower, you can toggle back and forth between the Taxanalysis Cash Flow and PFS by simply clicking on a button on the toolbar.
- Customize File Locations
- For security and flexibility, each borrower's information may be stored in one or more file locations.
- Footnoting
- Available for all worksheet screens.
- Help Index
- Explains the "how to" of each 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 key-stroke will direct you to the correct help section for the corresponding worksheet.
- Easy Access to Recently Used Files
- Use the "Open an existing file" button to access recently used files.
- Calculator
- Perform calculations for a particular cell without having to copy and paste.
- Powerful Graphing Capabilities
- Buker's Taxanalysis Plus offers several vivid scalable graph modes that can dramatically illustrate trends and relationships that are otherwise hidden.
- See intantly which activities are cash engines and which are negative.
- Customize any combination of cash flow or Personal Financial Statement information with the versatile charting feature. Use these charts in your loan write-ups to drive the point home about any positive or negative cash flow and its effect on servicing proposed debt.
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.