Tax Forms Overview

Tax Forms functionality enables you to manually add or upload customers' tax forms, and supporting forms and schedules to Lending Cloud. Once added, data in these tax form packages can be imported into corresponding accounts on balance sheets or income/expense spreads.

The following tax forms, and supporting forms and schedules for the latest tax year and the previous six years are available in Lending Cloud:  

The topic includes the following sections:

• Manually Adding Tax Forms

• Managing Existing Tax Form Packages

• Uploading PDF Tax Forms

• Refreshing Balance Sheets and Income/Expense Spreads with Tax Form Data

• Populating Spreads from Tax Forms in Trends Manager

• Tax Forms System Administration Settings