Report that easily compares Book Basis to Tax Basis

Describe your idea. The more information you provide, the clearer picture of your idea we will have.

Add Additional Fields to Tax Basis Report to include the following field: Book Basis. Also allow for bulk importing of external data so that Book Basis can be compared right next to Tax Basis.

How will this idea help you and potentially others? Understanding how things are done today, where the pain is, and how the idea is beneficial puts us in your shoes.

This will help to calculate rolling basis more efficiently. It will also enhance the ability to calculate deferred tax assets/liabilities more efficiently.

Who will benefit from this idea? Whether it's specific roles of users, users of a specific product, or certain departments/markets, this helps us know who to talk to when we need more information.

Direct users and reviewers.

How do you envision this idea being implemented at K1x? You're the expert and understanding how you see this working helps kickstart the idea.

Inside an investment on the "General Information" tab next to Tax Basis 1 and Tax Basis 2, add an iteration for "Book Basis" where each line item can be imported from external data. Then include this data in the Tax Basis Report in order to easily compare rolling Book Basis and Tax Basis in one report.