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Built for tax professionals
Fund tax supplement data, made practical.
The Tax Supplement Toolkit organizes fund-company tax data into focused worksheet calculations—so you can spend less time hunting through supplements and more time reviewing the result.
The current beta is invitation-only. Existing users can sign in through the toolkit.
A better starting point
Designed around the worksheet you actually need to finish
Tax supplements are useful, but they are not always easy to locate, search, or apply consistently. The toolkit brings selected fund data together in a worksheet-oriented format while keeping the preparer in control of the final tax treatment.
Enter the amount
Add the applicable income amount for each fund in a focused worksheet.
Review the result
See the calculated amount, data availability, and relevant source context before using the workpaper.
Current beta
Useful now, growing carefully
The beta currently focuses on U.S. government obligation and municipal state-allocation calculations. Additional tax-data categories and workflow improvements are being developed as the toolkit is tested in real preparation work.
Access is intentionally limited during this phase so feedback can be reviewed closely and the data, calculations, and user experience can continue to improve.
Good to know
- Access
- Invitation-only during beta
- Worksheet storage
- Active worksheets are not stored on the server
- Client information
- Do not enter names, SSNs, or other client PII
- Professional review
- Results remain subject to preparer review and applicable state rules
Already invited?
Continue to the Tax Supplement Toolkit
Sign in to search included funds and prepare a worksheet using the current beta data.
Questions or beta interest
Get in touch
Have a question, found a missing fund, or want to learn more about beta access? Send a note and include only non-client-specific details.