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Navigator 9.0

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Now Tax Time Doesn't Hurt So Much

Make your life easier, and guarantee the accuracy of data with Navigator™. The financial affairs of the ultra wealthy come with complicated and detailed tax schedules. With Navigator, those reports are only a click away, allowing you to keep your eye on the 'big picture' at tax time.

Client Testimonials

"With Navigator, [clients] are able to take financial reporting in-house and do a lot of the detail work themselves, which empowers them and allows me to be more strategic on their behalf."

Greg Guthrie, CPA, J.D.
Ernst & Young

See More Client Testimonials >

Navigator 9.0 Brochure

With Navigator:

  • Run tax schedules A through F in seconds
  • Export to your tax reporting software via CCH ProSystem fx®Engagement
  • Run 1040 Summary or Working Interest Summary reports

 

Enhance Navigator 9.0 With Modules to Fit Your Needs:


Data Retrieval -


Reporting -

Navigator Makes Tax Season Feel Like the Off Season

Navigators powerful Tax Reporting capabilities allow you to:

  • Run tax schedules A through F at the click of a button.

  • Export your schedule D or Detail Trial Balances to your tax reporting software via CCH ProSystem fx® Engagement.

  • Run 1040 Summary or Working Interest Summary reports.

Timely, accurate and comprehensive

CPAs know that reliable reports depend on accurate data. Navigator is an integrated general ledger accounting and portfolio tracking software system with true double-entry accounting that ensures data integrity.

Navigator helps you with tax planning and reporting, making it easy to get through tax season while not losing sight of your clients short and long term financial goals. It can account for tax lots at cost or fair market value basis to determine up-to-the minute gains or losses. Navigator enables you to easily keep the two sets of books needed to value your clients' investments at cost-basis and at fair market value.

Reports at your fingertips

With Navigators comprehensive reporting capabilities, you can generate detailed reports in seconds. What used to take hours or days, is now available with the click of a button. Reports are customizable too, so you can set the up just the way you want to see them.

 

Click Here to Contact us Online or Call 1.800.468.FNFN

List of Tax Reports

  • Form 1040 Summary
  • Schedule A - Itemized Deductions
  • Schedule B - Interest and Dividends
  • Schedule C - Profit or Loss from Business
  • Schedule D - Capital Gains and Losses

 

  • Schedule E - Supplemental Income
  • Schedule F - Farm Income and Expenses
  • Passive Activity Report
  • Detail Working Interest Schedule
  • Working Interest Summary
  • Form 1040 and Schedules
  • Master Income Tax Summary

 

Other Brochures

Data Retrieval Brochure

Check Writing Brochure Portfolio Analytics Brochure

 
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