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State Income/ Franchise/
Excise Tax |
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Specific Features
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General Features
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General Features |
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Installation & Setup |
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- Self-installed applications available in two separate
formats of CD Plus Internet Updates and/or 100% Internet-Based Program
(CORPORATE Pro Online)
- The Internet-Based version (CORPORATE
Pro Online) is offered hrough a series of extremely secure and
super-powerful Citrix Servers provided and maintained 24-7 by TaxSation,
or if you already have a Citrix Server
and prefer to use your own, it can be installed on your environment
- CORPORATE Pro Online,
using our servers, eliminates the need to ever have to install the applications
or perform routine Internet Updates and it offers hourly data backup
- CORPORATE Pro Online
allows simultaneous access to the programs and files by several users
from any computer in the world under the most secure conditions
- No Need for a dedicated server and minimum or no IT
involvement
- User-friendly interface resulting in a reduced learning
curve
- 100% Windows applications with all the familiar Windows
functionality
- Built-in security features to allow/restrict access
to the modules, returns, or companies and the level of activity based
on the user’s assigned rights
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Data Entry |
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- Automatic transfer or Rollover
of prior year data including prior year balances, prepayments, overpayments
and so much more
- Special programming design providing an easy solution
for transferring prior year data from another software package to CORPORATE
Pro
- Spreadsheet-designed, centralized Input
Schedules with copy/paste capability all throughout the software
- Customizable ASCII and/or Excel Import of General
Ledger or Adjusted Trial Balance regardless of the GL package used
- Easy, customizable and One-time
Import Template Setup through a simple Wizard,
enabling Mapping the GL/Adjusted Trial
Balance data onto CORPORATE Pro schedules
and tax returns that can be used year-after-year
- Availability of Import of
NAIC Diskette information from any Annual Statement package for
all types of Insurance companies
- Availability of separate Book data including GAAP,
International GAAP, Other GAAP and STAT
- Ability to override any calculated value with detailed
Override Summary Report to track each override
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Productivity Tools |
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- Full product integration between CORPORATE
Pro Federal and all other modules
- Availability of Stand-alone version of each product
or the choice to purchase in conjunction with each other for maximized
savings
- Variety of User-defined Options
to enable full customization of calculations
and general behavior of the software
- Multiple, built-in batch processing functions for
calculations, updates and printing
- Customizable Automatic Adjustments,
containing Deferred Tax Attributes, to keep your returns in balance
and at the same time be synchronized with Schedules
M1 & M3
- Ability to prepare returns on spreadsheet schedules
while including all adjustments & reclass entries and keeping track
of Temporary & Permanent Differences
- Automatic creation of a variety of supporting schedules
and workpapers for both required filing and/or internal company reporting
purposes
- Additional capability to
attach any type of documents (PDF, Excel, Doc, etc.) to any line
of the return and even file the attachments Electronically (PDF)
- Extensive On-line Help and inclusion of ALL Federal
& State Return Instructions
- Detailed & summarized customizable Check Request
Schedules
- Customizable Export of Check Request data to your
AP department based on their exact specifications
- Highest industry rating for forms approval
- Electronic filing of all
required forms through a single push-button approach with a guaranteed
accurate transmittal
- Automatic generation of Electronic
Filing Diagnostic Report to check for the accuracy of all IRS
Business Rules
- Automatic handling of barcodes and scan lines of all
required forms
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Management Level Tools |
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- Detailed Diagnostic Report
for Out-of-Balance situations and other return discrepancies
- Variety of Audit Trail
tools & Drilldown capability
- Built-in Crystal
Report Technology enabling you to produce ANY needed reports
- Incorporation of several Built-in Reports such As
Tax/Book Balance Sheet/Income Statement & Adjustment Details
- Reclass Summary Reports identifying the detail of
reclassed items
- Inclusion of Calc History Report to track changes
to key values such as Total Income, Deductions, Tax, Changes to M1,
etc.
- Other Specific Reports tracking data from the Input
Schedules or Annual Statement all the way to the returns
- Management Reports including Summary
of Taxes Schedule showing your overall company tax situation
while calculating detailed figures for taxes, fees, penalties and effective
tax rates at both the federal and state level
- Built-in tools for a variety of forecasting
functions and conducting “What-if”
analysis
- Customizable Mode, Form & Field Locking Options
to lock computations after any point in time or upon completion
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State Specific Features |
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- Includes separate modules for State
Estimates, Extensions and Amended,
all linked to the State Annual
and Federal modules
- Availability of certain City
Returns such as Cincinnati, Cleveland,
Columbus, Louisville, New York and St.
Louis
- Fed to State Schedule
automatically transfers key data from the Federal
module to the States
- Automatic population of state returns based
on the data entered in the State Input
Schedules
- Other State Input Schedules
allow for data for all states to be entered manually, copy/pasted
or imported in one set of centralized input screens. The State
Schedules include:
- Apportionment Schedules
perfect for entering data for calculating sales, payroll and
property factors
- Allocation Schedule
ideal for entering a variety of allocable state income items
- Automatic calculation of Apportionment
& Allocation Factors for each state based on data
entered on the State Allocation &
Apportionment Schedules
- Prepayments Schedule
to track all prepayments paid for each quarter, overpayments
not refunded, amounts paid with extensions and prior year tax
basis and liability
- Bonus Deprecation
Schedule for the states that allow it
- State Adjustments Schedule
suitable for entering all other miscellaneous and common-type
data for all states in one convenient location including State
& Local Taxes, Federal Exempt Interest, Dividends Received
Deductions & Contributions
- Schedule T for
insurance companies, automatically populated by the same import
of NAIC Diskette at the Federal level
- Customizable Options specifically designed
for each state to control the calculations, general or specific
behavior of the software and automatic population of certain
elected state forms or schedules
- Specific State Diagnostics
to report any discrepancies on the state returns
- State Summary Schedules
and detailed and summarized Check Requests along with Check
Request Export feature
- Inclusion of all State
Return Instructions
- Availability of comprehensive on-line Help
system with built-in features to zip-up files and email them
to us from within the software for more precise and to-the-point
support
- Comes with all other useful features
of the Federal module
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