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Lenders Tax Analyzer© allows lending professionals to obtain a borrower’s real cash flow from a Form 1040. It is particularly helpful with borrowers who receive income from rental properties, self-employment, farm income, partnerships, S Corporations, investments and much more. Lenders Tax Analyzer© is a multi-year product so that three tax years are all linked together on one report.
We also offer an informative 3 hour webinar (Users Tax Webinar) that helps you understand the Lenders Tax Analyzer© (LTA) software and input information from personal tax returns (Federal Form 1040). You will be shown how to turn tax returns into a lender-friendly, monthly cash flow report.
The 2021 LTAs are now available.
Click red links below to order!
(All webinar orders will also receive an archived recording after the live session.)
| LTA 1040 – Individual Tax Return |
LTA Commercial
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LTA -Tax Bundle Options
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Please check out the Webinars to fully utilize the Lenders Tax Analyzer© Individual Form 1040 software and our LTA Commercial Package software.
Archived LTA Individual Form 1040 2-Part Webinar: You will learn how to turn personal tax returns into a lender-friendly, monthly cash flow.
Part 1
- Form 1040 Page 1 – a variety of incomes
- Investments (Schedule B)
- Sole Proprietorships (Schedule C)
- Gains and Losses (Schedule D)
Part 2
- Rentals and Royalty Properties (Schedule E)
- Partnerships (Schedule E)-from the receiver’s side
- S-Corporations (Schedule E)-from the receiver’s side
- Farms (Schedule F)
Archived LTA Commercial Package Webinar, you will learn to cash flow Business tax returns.
C Corporate Form 1120
- Learn to ‘cash-flow’ a C Corporation tax return
- Convert an Accrual Basis tax return to a Cash Basis cash-flow
- Identify if gains on sales of investments or business property are recurring sales to be considered or ‘one-time’ sales to be ignored
- Identify how much owners are taking out of the business in salaries, dividends and loans
- Calculate key business ratios from the tax return
- Calculate a Global Cash Flow from the tax return
S Corp Form 1120-S and Partnership 106
- Find the real cash flow from a Partnership Form 1065 and a S Corporation Form 1120-S tax return
- Understand what a ‘pass through’ entity is and how it effects tax reporting and cash flow
- Identify how much the owners are taking out of the business in salaries, dividends/distributions and loans
- Learn how to read the Schedule K-1 to identify cash flow
- Distinguish between phantom income and real cash flow
You can update your entire Lending staff for a low price. Due to COVID restrictions, this year we are allowing as many connections as needed for your organizations without additional fee. (Send additional email addresses to be registered to sadger@forteamresouces.com)
Please feel free to contact us if you have any questions. We look forward to hearing from you.
Email: sadger@forteamresources.com
Fax: 520-290-8378
Phone: 520-290-5721
Lenders Tax Analyzer© 1040 cash flows income from many sources, including:
- Schedule – Sole Proprietorships
- Rental Properties and Royalties
- Partnerships
- S Corporations
- Farms
- Sales of investments
- Interest and Dividends
Lenders Tax Analyzer© 1040 helps you identify untaxed incomes that you can add in. For example:
- Divorce incomes
- Tax exempt interest
- Pension benefits
- And more…
Lenders Tax Analyzer© 1040 takes away the mystery on the following forms:
- Partnerships
- S Corps
Have an event code for a free download? Click here.