Page 7 - FSO Tax Technology and Tools Reference Guide

INS – Insurance
SALT – State And Local Tax
ITTS – International Tax and Transaction Services
TTT - Tax Technology and Transformation

(*) The future of tax - more information coming soon

Tool Name HF RIC PE BCM INS SALT ITTS TTT
OCR / Captiva Scanning

ONESOURCE General Ledger Manager

ONESOURCE Income Tax
ONESOURCE Tax Provision

Partner Forms

Partnership Extension Tool
PE / RE (API/SQL downloads needed)

PFIC Analyzer

Power BI
Power Query

Premium Pro (Insurance)

Python
Rapid Security Analyzer (RSA)

RIC Workbook
Securities Analysis Module (SAM)

SMLLC Return Module

Stark Tiering Tool (*)
State Return Module (SMR)

XML Reconciliation Tool