Business Tax Return Data Extraction

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Question Title

* 1. How important are business tax returns as a source of historical financial information when valuing a business?

Crucial

Very important

Somewhat important

Not important

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* 2. In addition to the IRS Forms 1120 and 1065, what schedules do you typically receive? (check all that apply)

Schedule C (Form 1040)

Schedule E (Form 1040)

Form 8825

None

Other (please specify)

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* 3. When you receive tax returns, what is the most typical format you receive from the client?

Paper

PDF

Excel

Other (please specify)

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* 4. Do you currently use extraction software that converts business tax returns into Excel?

Yes

No