Tax Reporting - Financial Navigator, Inc.

Navigator's 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

You can generate detailed tax reports in seconds. Reports are customizable too, so you can format them just the way you want to see them.

Run popular 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

Now Tax Time Doesn't Hurt So Much

With Navigator:

Navigator Makes Tax Season Feel Like the Off Season