Faster, Easier, Accurate

Whether you need help uploading a trial balance, configuring client data, or importing adjustments, our tax provision experts are here to help. Our staff offers step-by-step onboard training, and we’re here to answer any questions or help with any unique needs along the way at no extra cost.

Our new Exposed Formula Exports feature lets you see calculation formulas on downloaded reports. Click on an amount, and the calculation formula appears in the Excel formula bar. This unmatched visibility empowers service providers to catch mistakes early in the tax provision process, ensuring accuracy and building client trust. It also enables you to answer clients’ and auditors’ questions quickly, saving time that can be used to grow your client base and scale the business.

Trend Analysis allows you to compare your client’s effective-tax-rate drivers in the current period to any previous period—or even a hypothetical scenario. Easy-to-read dashboards provide critical information at a glance. How has your client’s ETR changed? Find out why with our ETR Analyzer. Adjust the rate drivers to create “what if” situations that provide insights and elevate client services.

Exactera Tax Provision automates the tax provision process and produces robust, audit-ready reports, including a detailed tax account roll-forward (TARF). Accurate tax provision calculations are guaranteed. The software’s efficiency allows you to serve more clients and scale your business without additional resources.

Easy-to-read dashboards allow you to view KPIs at a glance. Simply click on a country and see a client’s effective tax rate, profit before tax, and total provision for that jurisdiction. Want a closer look at a company’s deferred assets and liabilities? Click on it, and the software hones in. Customize data and access important information without the hassle of running reports or jumping from screen to screen. Just like that, client data is concise, organized, easy to read and present.

Exactera Tax Provision automates much of the book-to-tax process, computes calculations accurately, and produces audit-ready standard reports, including a detailed tax account roll-forward (TARF). Tax rates and foreign exchange rates are provided for your convenience, and the software proves out deferred tax balances. FIN 18 quarterly calculations are also automated. Use the time you save to onboard more clients and add to your bottom line.

Exactera Tax Provision offers the flexibility to run client reports either by entity or by a customized group, tailoring the data to your specific needs.

Complicated technology can be more trouble than it’s worth. Exactera  Tax Provision offers swift client onboarding, an intuitive user experience, and technical support should you need it. Our software provides ease of data imports, including trial balance and non-trial balance data. Onboarding clients is faster than our competitors, and client data is easy to configure.

Curious about why (or when) a value changed? Need to identify a user who can provide more information? Enter Audit Trail, a tool that tracks users, time periods, data types, and entities—just use the filter to tailor your search.