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Financial Reports | Comprehensive Reporting | Analysis
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Financial Reports

A comprehensive financial reports and analytical package is available with either the tax return input or financial statement input.

  • Ratio Analysis and Financial Indicator Highlight Summary
  • Balance Sheet and Income Statement
  • Common Size and Y/Y Changes
  • Business Reports are available for 10 periods per report
  • Optional Actual and Common Size Only Report
  • Three Methodologies for Cash Flow Statements
    • UCA Cash Flow
    • TAC Cash Flow
    • Indirect Cash Flow
  • Stress Test Analysis of Key Cash Flow Drivers
  • Business Debt Schedule
  • Global Cash Flow Reports
  • Pro Forma Global Cash Flow Report
  • Supporting Schedules
  • Charts of Key Financial Indicators
    • Income Statement  and Balance Sheet Trends
    • Cash Flow Related Trends
  • Optional Industry Data Comparisons
  • Company Information Page
  • Loan Covenant and Policy Compliance Reports
  • Personal Cash Flow Statement
  • Personal Financial Statement
  • Combined Multiple Guarantor Statements

Sample Financial Reports: