SOFTWARE
Tax Return Analysis Software for Lenders
Bukers software helps lending professionals spread tax returns, evaluate recurring cash flow, and organize borrower financial information into a clearer, more consistent analysis process. From personal tax returns and business tax returns to financial statements and automated spreading, each software solution is designed to support practical lending analysis.
PERSONAL TAX RETURN ANALYSIS
Bukers Taxanalysis
Bukers Taxanalysis is designed to help lenders spread personal tax returns, analyze recurring borrower cash flow, and organize borrower financial information into a more consistent lending analysis process. The software supports personal tax return spreading, personal financial statement spreading, and borrower cash flow evaluation used during underwriting and credit analysis.
The software is designed to help lenders work more efficiently while improving consistency, documentation, and overall borrower cash flow analysis.
Individual Tax Return Spreading
Organize borrower tax return information into a clearer lending analysis analysis.
Personal Financial Statements
Evaluate personal assets, liabilities and overall borrower financial position.
Borrower Cash Flow Analysis
Support recurring borrower cash flow evaluation during underwriting.
Reporting & Documentation
Create more consistent documentation to support lending decisions.
Business Tax Return Spreading
Spread business and corporate tax returns used for commercial lending decisions.
Business Financial Statements
Spread prepared business financial statements into a consistent analysis.
GAAP-Equivalent Financials
Convert business tax return data into GAAP-equivalent financial statements.
Borrower Cash Flow Analysis
Support business borrower cash flow analysis and overall lending evaluation.
BUSINESS TAX RETURN ANALYSIS
Bukers BTA Pro
Bukers BTA Pro is designed to help lenders analyze business and corporate borrower financial information used during commercial lending analysis. The software supports business tax return spreading, business financial statement spreading, and borrower cash flow analysis used for more complex lending scenarios.
When spreading business tax returns, the software can convert the tax return information into GAAP-equivalent financial statements, helping lenders organize borrower financial information into a clearer and more consistent underwriting process.
The software is designed to support commercial lending analysis while improving consistency, reporting, documentation, and overall borrower cash flow evaluation.
Together, Bukers software solutions help lenders analyze personal and business borrower financial information used in cash flow analysis and commercial credit underwriting.
AUTOMATED SPREADING ADD-ON
Automate Business Tax Return Spreading with Bukers Tax Return Reader
The Automated Spreading add-on helps reduce manual data entry by extracting information directly from borrower tax returns into the software. This can help lenders work more efficiently while reducing the amount of information that must be manually entered during the spreading process.
The add-on is designed to support the lender’s analysis by helping organize tax return information more quickly while still allowing the lender to review, interpret, and evaluate the borrower’s financial information throughout the analysis.
Key Benefits
- Reduced manual tax return data entry
- Faster borrower financial review
- Improved consistency throughout the analysis
- Supports lender review and evaluation
ANNUAL UPDATES
Updated Annually for all Tax Law & IRS Tax Form Changes
Bukers software solutions are reviewed and updated annually by our team of CPAs and taxation experts to reflect tax law changes and IRS tax form revisions that can impact a cash flow analysis, credit review, and underwriting.