Vertex® Custom Reporter

As an Income tax professional, traditional methods of reporting tax data may no longer meet your business needs. Consumed by compliance activities, constantly changing regulations and a business that is evolving, it may feel like getting information about tax is a challenge.

Use Vertex Custom Reporter to free your Income tax department from traditional time-consuming and error prone reporting strategies like:

• Culling tax data from inflexible financial systems
• Spreadsheet comparisons and tracking tax data by year or entity
• Manual creation of one-dimensional reports

Benefits

• Transforms raw income tax data into insightful reports
• Delivers accesses to and customizes views of tax data
• Simplifies spotting trends and deviations in tax data
• Creates custom reports that serve all levels of stakeholders across the enterprise
• Reduces time spent gathering data, creating queries and building reports
• Sets context for tax decisions by creating graphs for quick analysis
• Retains date and time specific data archives for chronological comparison
• Safeguards the integrity of tax data by reporting using a separate database from compliance

 

Features

• Customize reports to reflect various structure, jurisdictional or business scenarios
• Use one of over 60 pre-formatted report templates to build reports or design new reports that meet your specific business needs.
• Report on data by client, structure, entity, chart of accounts, account balance, payment type, adjusting entries, apportionment factors, eliminations or tax destination codes (TDCs).
• Track changes to accounts, entities or structures over multiple tax years or using chronological snapshots.
• Extract data from Federal and State returns in over 20,000 form and work paper data fields.
• Produce analytical reports for multiple periods, entities, or jurisdictions.
• Extract summary data or specific detailed items, ranging from total tax and taxable income amounts to specific state apportionment amounts.

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Learn more about Vertex Custom Reporter (PDF) or contact us today.