Available reports

Report list

Charts/Federal/Chart of Accounts
Charts/Federal/Chart of Adjustments
Charts/Federal/Schedule M-3 Mapping
Charts/Federal/Tax Combination Codes

Workarea/Binder Count
Workarea/Binder Properties
Workarea/Consolidation Member List
Workarea/Entity Properties
Workarea/E-file XML

Default Reports/TAS/Book to Tax Reconciliation with Member Columns

Tax Accounting/Account Analysis
Tax Accounting/Account Analysis with Member Detail
Tax Accounting/Adjustment Analysis
Tax Accounting/Adjustment Analysis with Member Detail
Tax Accounting/Adjustment Balances
Tax Accounting/Adjustment Balances with Member Detail
Tax Accounting/Adjustment Detail
Tax Accounting/Adjustment Detail with Member Detail
Tax Accounting/Book Income to Tax Due Analysis Report
Tax Accounting/Book Income to Tax Due Analysis Report with Member Detail
Tax Accounting/Income Tax Analysis
Tax Accounting/Income Tax Analysis with Member Detail
Tax Accounting/Schedule M-3 Balances
Tax Accounting/Schedule M-3 Balances and Account Allocation Variance
Tax Accounting/Schedule M-3 Balances and Account Allocation Variance Member Detail
Tax Accounting/Schedule M-3 Balances with Member Detail
Tax Accounting/Working Trial Balance
Tax Accounting/Working Trial Balance with Adjustment Detail
Tax Accounting/Working Trial Balance with Adjustment Detail and Member Detail
Tax Accounting/Working Trial Balance with Member Detail

State Tax Accounting/State A&A/Data Entry
State Tax Accounting/State A&A/Data Entry with Member Detail
State Tax Accounting/State A&A/Factor Data
State Tax Accounting/State A&A/Factor Data with Member Detail
State Tax Accounting/State Taxable Income/Allocation and Apportionment
State Tax Accounting/State Taxable Income/Allocation and Apportionment with Member Detail
State Tax Accounting/State Taxable Income/Multistate Detail
State Tax Accounting/State Taxable Income/Multistate Detail with Member Detail
State Tax Accounting/State Taxable Income/Multistate Summary
State Tax Accounting/State Taxable Income/Multistate Summary with Member Detail
State Tax Accounting/State Taxable Income/Net Operating Loss
State Tax Accounting/State Taxable Income/Net Operating Loss with Member Detail

Tax Return/Corporate/Federal/Balance Sheet
Tax Return/Corporate/Federal/Balance Sheet with Member Detail
Tax Return/Corporate/Federal/Credits
Tax Return/Corporate/Federal/Credits with Member Detail
Tax Return/Corporate/Federal/Depreciation
Tax Return/Corporate/Federal/Depreciation with Member Detail
Tax Return/Corporate/Federal/Form 8916A
Tax Return/Corporate/Federal/Form 8916A with Member Detail
Tax Return/Corporate/Federal/Gains and Losses
Tax Return/Corporate/Federal/Gains and Losses with Member Detail
Tax Return/Corporate/Federal/General Information
Tax Return/Corporate/Federal/General Information with Member Detail
Tax Return/Corporate/Federal/Income Statement
Tax Return/Corporate/Federal/Income Statement with Member Detail
Tax Return/Corporate/Federal/Schedule M-2
Tax Return/Corporate/Federal/Schedule M-2 with Member Detail
Tax Return/Corporate/Federal/Schedule M-3
Tax Return/Corporate/Federal/Schedule M-3 Part II and III Detail
Tax Return/Corporate/Federal/Schedule M-3 Part II and III Detail with Member Detail
Tax Return/Corporate/Federal/Schedule M-3 with Member Detail
Tax Return/Corporate/Federal/Tax Summary
Tax Return/Corporate/Federal/Tax Summary with Member Detail
Tax Return/Corporate/Federal/Taxes
Tax Return/Corporate/Federal/Taxes with Member Detail
Tax Return/Corporate/Foreign Corporation/Form 5471 Schedule C
Tax Return/Corporate/Foreign Corporation/Form 5471 Schedule E
Tax Return/Corporate/Foreign Corporation/Form 5471 Schedule J
Tax Return/Corporate/Foreign Corporation/Form 5471 Schedule M
Tax Return/Corporate/Foreign Corporation/Form 8858 Schedule M
Tax Return/Corporate/States/Allocation and Apportionment
Tax Return/Corporate/States/Allocation and Apportionment with Member Detail
Tax Return/Corporate/States/Management Report
Tax Return/Corporate/States/Management Report with Member Detail
Tax Return/Corporate/States/Taxes
Tax Return/Corporate/States/Taxes with Member Detail
Tax Return/Insurance/Life Insurance Company/Balance Sheet
Tax Return/Insurance/Life Insurance Company/Balance Sheet with Member Detail
Tax Return/Insurance/Life Insurance Company/Income Statement
Tax Return/Insurance/Life Insurance Company/Income Statement with Member Detail
Tax Return/Insurance/Life Insurance Company/Taxes and Credits
Tax Return/Insurance/Life Insurance Company/Taxes and Credits with Member Detail
Tax Return/Insurance/Property and Casualty/Balance Sheet
Tax Return/Insurance/Property and Casualty/Balance Sheet with Member Detail
Tax Return/Insurance/Property and Casualty/Income Statement
Tax Return/Insurance/Property and Casualty/Income Statement with Member Detail
Tax Return/Insurance/Taxes and Credits
Tax Return/Insurance/Taxes and Credits with Member Detail
Tax Return/Partnership/Federal/Balance Sheet
Tax Return/Partnership/Federal/Balance Sheet with Member Detail
Tax Return/Partnership/Federal/General Information
Tax Return/Partnership/Federal/General Information with Member Detail
Tax Return/Partnership/Federal/Income Statement
Tax Return/Partnership/Federal/Income Statement with Member Detail
Tax Return/Partnership/Federal/Schedule K-1
Tax Return/Partnership/Federal/Schedule M-2
Tax Return/Partnership/Federal/Schedule M-2 with Member Detail
Tax Return/Partnership/Federal/Schedule M-3
Tax Return/Partnership/Federal/Schedule M-3 with Member Detail