SOFTWARE
Bukers Tax Return Reader
Automatically spread business tax returns in seconds. Upload a business tax return PDF and let Bukers Tax Return Reader automatically populate BTA Pro. Reduce manual data entry, improve efficiency, and move more quickly from tax returns to meaningful financial analysis.
Start with Smart. Lend with Confidence.
Stop Spending Hours on Manual Data Entry
Manually spreading tax returns can be a time-consuming part of the lending analysis process. Large tax returns often contain hundreds of pages of information to review and spread prior to performing a meaningful analysis.
Bukers Tax Return Reader automatically extracts data from business tax return PDFs and populates BTA Pro in seconds. Whether the tax return is 20 pages or 200 pages, the software will identify the relevant information from the entire tax return package to complete the automated spreading process. Analysts can spend less time entering data and more time evaluating borrower performance, repayment capacity, and credit risk.
Upload. Review. Analyze.
Turn Tax Returns into Analysis in Seconds
Every minute spent entering data is a minute not spent analyzing a borrower. Bukers Tax Return Reader accelerates the lending analysis process by automatically populating BTA Pro from business tax return PDFs. The result is faster turnaround, improved consistency, and more time to focus on the credit decisions that matter most.
Spread Returns Automatically
Upload a business tax return PDF and automatically populate BTA Pro in seconds. Move more quickly from tax returns to meaningful financial analysis.
Improve Accuracy
Reduce errors associated with manual data entry and spend less time reconciling out-of-balance spreads and missing information.
Maintain Control
Review exactly what was captured and maintain full visibility into the imported data. Users remain in control of adjustments and analysis decisions.
Handle Complex Returns
Automatically spread Forms 1120, 1120S, 1065, and 990, including Schedule M-3 and Schedule F, with the speed and consistency lenders expect.
Extract the Information That Matters
Bukers Tax Return Reader identifies and extracts the relevant information throughout a business tax return package, automatically placing it in the appropriate locations within BTA Pro. From the primary tax forms to supporting schedules and statements, the software captures the information needed for a complete business cash flow analysis.
Instead of manually searching through hundreds of pages, lenders can begin reviewing organized financial information almost immediately. Relevant data is captured from across the return package, helping ensure important information is available for analysis while significantly reducing manual effort.
Review Imported Data
Verify Key Information
Maintain Cash Flow Adjustments
Retain Full User Control
Maintain the Detail and Transparency You Expect
Automation should accelerate the analysis process—not replace professional judgment. Bukers Tax Return Reader gives lenders complete visibility into the information captured from each business tax return, allowing users to review, verify, and adjust data before finalizing their analysis.
Users maintain the same level of detail and control they have come to expect from Bukers software while benefiting from the speed and efficiency of automated spreading. Cash flow adjustments, account classifications, and other key analysis decisions remain fully transparent and under the user’s control.
By combining automation with lender oversight, BTRR helps institutions improve efficiency without sacrificing the accuracy, detail, and confidence required for sound credit decisions.
Handles the Returns You See Every Day
Bukers Tax Return Reader is designed to handle the business tax returns lenders encounter every day—from closely held businesses and family-owned companies to large corporate borrowers. Support for Forms 1120, 1120S, 1065, and 990, along with Schedule M-3 and Schedule F, helps institutions automate the spreading process across a wide range of commercial lending relationships.
