How it works

  1. 1

    Search a fund

    Use Funds lookup to search by ticker or fund name. View US government obligations percentage and catalog status (Available or Pending) for each tax year.

  2. 2

    Add client income

    Create a client and tax year, then add fund entries with ordinary dividend income and select the resident state.

  3. 3

    Review and export

    See exempt vs taxable amounts with OK, Pending, or Not eligible status. Generate PDF or export CSV with source links for audit support.

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