Editable financial workspace for standards review and case saving.
Financial Analysis Report
TITAN TAX TOOLS
Financial Analysis Report
Client Claimed • IRS Standards • Tax Pro Verified
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Sign in to use Financial Analysis. This page saves case-linked financial data and does not run in public mode.
Household
Filing status and household size must match the most recently filed tax return.Unless a change can be substantiated and will apply to the next filed return.
Filing Status
State
Primary DOB
Household Size
Zip Code
Secondary DOB
Dependents
Save Purpose
In community property states, taxpayers who filed Married Filing Separately are generally required to include both spouses’ income and expenses unless filing as Single for the upcoming tax year due to divorce.
Business / Self-Employed
Business
Accounting Method
Tax Year / Year End
Business Type / Industry
Owner Percentage
Active / Inactive
Employees
Business Name
EIN
Monthly NetComplete Business P&L income/expenses to calculate monthly net.
Business Name & Type
Gross Monthly Wages
Monthly Expenses
Net Monthly Wages
Remove
Business Profit & Loss Income
Source Name
Gross Income
Frequency
For Custom Months only
Monthly Equivalent
to
Business Profit & Loss Expenses
Category
Amount
Frequency
For Custom Months only
Monthly Equivalent
to
Business Assets
Category
Description
Value
Loan / Balance
Encumbered Assets
Encumbered Assets?
Encumbered Asset Details
1099/Self Reporting
Accounting Method
Tax Year / Year End
Business Type / Industry
Business Name / DBA
EIN Number
Monthly NetComplete 1099/Self-employed P&L income/expenses to calculate monthly net.
Business Name/DBA & Type
Gross Monthly Wages
Monthly Expenses
Net Monthly Wages
Remove
1099/Self-employed Profit & Loss Expenses
Category
Amount
Frequency
For Custom Months only
Monthly Equivalent
to
1099/Self-employed Profit & Loss Income
Source Name
Gross Income
Frequency
For Custom Months only
Monthly Equivalent
to
Assets
Only general information is required. Institution name, account type, and current value.Do not include account numbers or private identifying information.
Bank Accounts (Personal and Business)
Bank Institution Name
Account Type
Current Balance
Investment / Retirement Accounts
Bank Institution Name
Account Type
Current Balance
Stocks / Securities & Digital Assets
Institution / Exchange
Asset Type
Description
Current Market Value
Other Real Property / Equitable Property
Property Type
Description / Address
Fair Market Value (FMV)
Loan / Lien Balance
Equity
Total Available Assets: $0
Primary Residence
Housing Type
Property Type
Year Purchased
Purchase Price
Final Payment Date
FMV
Mortgage Balance
Monthly Mortgage
Property Taxes (monthly, if not included in mortgage)
Property Insurance (monthly, if not included in mortgage)
Repairs /maintenance (monthly)
Ever refinanced?
If yes, for how much?
If yes, When?
If yes, Why? (Optional, IRS will ask)
Add additional property, timeshare, lot, or other assets as needed.
Vehicles
Primary Taxpayer Year/Make/Model
Year Purchased
Monthly Payment
Final Payment (month/year)
Balance
FMV
Add additional vehicles (boat, trailer, motorcycle, etc.) as needed.
Income
Has your household income decreased since last year?
Proof of loss of income required: Provide 3 most recent and consecutive paystubs from all employers and bank statements from all banking institutions, current P&L statement.
To ensure the most accurate results, please enter gross income rather than net income.
W2 Employer
Employer Name, Years with employer, Pay Frequency
Gross Wages (monthly)
Total Taxes (monthly)
Supplemental Income
To ensure the most accurate results, please enter gross income rather than net income.
Supplemental Income
SSI Primary
Start Date
Gross Monthly Benefit Amount
Federal Taxes
SSI Secondary
Start Date
Gross Monthly Benefit Amount
Federal Taxes
Disability
Start Date
Gross Monthly Benefit Amount
Federal Taxes
Annuity Distributor
Start Date
Gross Monthly Distribution
Federal Taxes
Pension Distributor
Start Date
Gross Monthly Distribution
Federal Taxes
Expenses
Food / Personal Care
Monthly Total
Food
Housekeeping supplies
Clothing & clothing services
Personal care products & services
Miscellaneous
Transportation
Monthly Total
Gas / Insurance / Licenses
Parking / Maintenance
Public Transportation
Housing & Utilities
Monthly Total
Rent (if mortgage not listed above)
Renter’s insurance
Electric / oil / gas / water / trash
Telephone / cellphone / cable / internet
Repairs / maintenance (if not captured above)
Medical
Monthly Total
Health insurance
Out of pocket health care
Expenses
Expenses Continued
Other
Monthly Total
Monthly Business Expenses (IRS will need current P&L)
Child / dependent care
Estimated tax payments
Term life insurance
Retirement (employer required)
Retirement (voluntary)
Union dues
Delinquent state & local taxes (minimum payment)
Student loans (minimum payment)
Court ordered child support
Court ordered alimony
Other court ordered payments
Secured debt
Life insurance
Expense Comparison
Expense
Client Claimed
IRS Standards
Tax Pro Verified
Mortgage
Food/Personal Care
Vehicle 1 Ownership
Vehicle 2 Ownership (if applicable)
Vehicle Operating Cost
Public Transportation
Rent
Utilities Electric / oil / gas / water / trash
Media Telephone/Cellphone/Cable/Internet
Property or Renters Taxes & Insurance
Repairs/Maintenance
Total Living Expense
Health Insurance
Out of Pocket Medical
Child/Dependent Care
Estimated Tax Payments
Term Life Insurance
Retirement (Employer Required)
Retirement (voluntary)
Union Dues
Delinquent State and Local Taxes (minimum payment)
Student Loans (minimum payment)
Court Ordered Child Support
Court Ordered Alimony
Other Court Ordered Payments
Secured Debt
Life Insurance
Monthly Business Expenses
Expense Totals:
Totals
Totals
Client Claimed
IRS Standards
Tax Pro Verified
Total Gross Income
Total Taxes
Total Income (Total Income = Total Gross Income - Total Taxes)
Total Expenses
Total Disposable Income (Total DI = Total Income - Total Expenses)
Substantiation Required
Titan Tax Tools — Titan Tax Tools is a private product of C.M. Blueprints LLC and is not affiliated with or endorsed by the IRS.
