Sageworks Electronic Tax Return Reader

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Sageworks uniquely offers banks and credit unions the Electronic Tax Return Reader, which imports information from business borrowers’ tax returns that are electronically produced by a tax package. Spread new loans and reviews in seconds instead of manually keying in data.

Key Features

  • Import whole returns in less than a minute
  • Reduce data errors that may occur during manual entry
  • Ensure consistency of data entry between different analysts or lenders

Key Benefits

  • Save up to 20 minutes per return
  • Reduce the risks of manual data entry errors, including skipped lines or transposed numbers
  • Ensure consistency of data entry Import properties from the Form 8825 and Schedule E, Part 1 automatically
  • Make electronic tax returns part of underwriting policies to bolster data quality and efficiency
  • Eliminate bottlenecks with data entry for underwriting or annual reviews
  • Use with Sageworks solutions or other spreading systems



Product/Service details