Clients using Bukers Taxanalysis 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.  Here are some additional features Bukers Taxanalysis has:

Customized Printing and Exporting Versatility – Select any number of pages for preview, printing or export all or part of your Bukers Taxanalysis to other applications like Excel or to PDF 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 Bukers Taxanalysis into your loan write-up.

Bukers Taxanalysis lets you 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.  Or, print your notes on one page or along with each schedule.

Input Data Directly on the Recap Screen or on the Detail Input Screens – Input directly on the Recap screen or access the Detail screens for line-by-line input.  Users of the Personal Financial Statement module will save valuable time inputting directly on the PFS Recap screen.  For extensive assets and liabilities in multiple subcategories, the detail screens can help lenders input and organize the data.

Common Sizing for Personal Financial Statements and Bukers Taxanalysis Cash Flow Recap – Display and print percentages for all main categories in both the Bukers Taxanalysis and PFS. Use the percentages as a tool to establish trends on a historical basis and apply them to the projected year.

Toggle between Bukers Taxanalysis Cash Flow Recap Screen and PFS – For a given borrower, you can toggle back and forth between the Bukers Taxanalysis Cash Flow and PFS by simply clicking on a button on the toolbar.

Footnoting – Available for all Detail screens as well as the Recap screen.

Help Index – Explains the “how to” of each Buker 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 screen.