Investor Benefit Schedules
Uploaded
Import your investor benefit schedules to TCIT’s secure, validated, cloud-based central database. Everyone has instant access to the latest schedule of tax credits, tax benefits, and contributions.
Internal Rate of Return
Calculated
Monitor your tax credit performance on a consistent basis and invest intelligently with real time automated internal rate of return calculation.
Investor Benefit Schedule and K-1
Updates
Update tax credits, tax benefits, contribution schedule and K-1 true-ups in seconds while maintaining integrity of prior versions.
Amortization
Automated
TCIT supports Proportional, Practical Expedient, Effective Yield, Equity and Cost methods of amortization. TCIT instantly recalculates IRR and related amortization schedules when fund data is updated.
Journal Entries
Prepared
TCIT creates all journal entries for your tax credit investment portfolio, in accordance with GAAP and statutory accounting principles. You’re instantly audit-ready.
Schedule BA
Compiled
TCIT formats NAIC Schedule BA parts 1,2 and 3 with related notes for you. Save time with simplified compliance.
Forecasts
Cash Contributions
TCIT maintains the schedule of cash contributions and actual payments allowing for real time visibility of cash requirements and forecasting.
