Beginner

FBAR & Form 8938 Filing Requirement Logic

Checks if a taxpayer meets the thresholds for reporting foreign financial assets.

Determine the filing requirements for a US taxpayer with the following foreign assets: 1. {account_1_balance} in {country_1}, 2. {account_2_balance} in {country_2}. Check thresholds for: 1. FinCEN Form 114 (FBAR) and 2. Form 8938 (FATCA). Note the penalties for non-compliance.

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Month-End Close Checklist Generator

Generates a comprehensive month-end close checklist tailored to your company type and size.

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Lease Modification: ASC 842 Analysis

Determines if a lease change should be treated as a new lease or a remeasurement.

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Impairment indicator screen and impairment test outline

Screens for impairment indicators and outlines an impairment test approach with documentation steps. Useful for controllers and advisors supporting annual impairment reviews.

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