Page 6 - FSO Tax Technology and Tools Reference Guide

HF – Hedge Funds
Technology and tools overview: RIC – Regulated Investment Companies

Across sectors and sub-service lines (SSLs) PE – Private Equity
BCM – Banking and Capital Markets

Click the tool name for a quick link to learn more and take note of the sectors and SSLs that use the tools.

Tool Name HF RIC PE BCM INS SALT ITTS TTT
1042S PRO

1065 ADMN Workbook

1120-RIC ADMN Workbook
163J Workbook, 199a Workbook, 926 Workbook

Aggregate Module
Aggregate Template

Alteryx
Apportionment App (*)

Corporate Automation Workpapers (*)

Excise Workbook
EY Tax Space

Global Tax Platform (*)

Global Withholding Tax Reporter (GWTR)
GoSystem

IRS Fire
ITS Engine

K-1 Suite

Management Company Workpaper
Nonrecourse Liabilities Allocation Workpaper