Taxes K-1 | Penny - It Works | Fund and Investment Partnership Accounting Software

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    Taxes K-1 | Penny - It Works | Fund and Investment Partnership Accounting Software - Presentation Transcript

    1. TAX MAP All account information is mapped to specific tax lines to create K-1s.
    2. TAX ADJUSTMENTS Make adjustments to the tax calculation at the investor or fund level.
    3. TAX ALLOCATIONS Define custom allocation methods to be used by the tax calculation.
    4. FUND TAX CALCULATION Calculate the taxes at the fund level and export to CCH Prosystem.
    5. INVESTOR TAX CALCULATION Calculate the investor’s K-1 information.
    6. K-1 FORMS Export to PDF the investors’ actual K-1 forms.
    7. CONTACT US For more information, visit our website: http://www.pennyitworks.com or call us at: (914) 358-0016
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