xxutz

Packs

What a professional needs, as a page to print or save as PDF, with the tables as CSVs. Each says its as-of date and what’s estimated or missing.

For your accountant

One tax year: realized gains by lot, dividends and interest received, interest paid with the borrowing trace and its deductible share, basis-quality notes.

For your attorney

One entity: its balance sheet, what it owns and owes, the estate flags to settle and its documents.

For the bank

One credit line: the collateral schedule, advance rates and whether they're confirmed, the ledger, and xutz beside the bank's figures.