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TRUSTprocessor
Add-On Module Overview

5227 Tax System Interface

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FUNCTION:


The Export to 5227 Tax System Module creates a file ready to import to 5227.

The worksheet can be run any time to verify year-to-date amounts. You can create it for all CRT accounts or for selected accounts.

The typical schedule is a single import to 5227 each year.
 
 

BENEFITS:

The Export to 5227 Tax System Module adds value to the core system by …

     
  • saving time that would otherwise be spent hand-entering client information and amounts into the 5227 software.
     
  • providing complete accuracy of data without spending time hand-checking.
     
  • making it practical to produce 5227 forms in-house rather than spending money on an outside preparer.
     
  • fully automating the CRT accounting process.

PREREQUISITE MODULE:

     
  • 4-Tier CRT Module calculates the amounts that will be exported.