Simplify Surplus Calculations for Foreign Affiliates

​​An intuitive, centralized platform to streamline surplus and tax reporting, replacing manual spreadsheets with automation and accuracy.

The Purpose

The Surplus Calculator is designed for tax professionals to manage complex surplus computations across multiple foreign affiliates and tax years. Our platform ensures compliance, efficiency, and accuracy—empowering your team to focus on insights, not manual data entry.

Automation

Eliminate repetitive manual data entry with automated flows that carry forward balances across tax years.

Data Accuracy

Built on Microsoft Dataverse, ensuring reliable data integrity and version control compared to Excel workflows.

Scalability

Flexible to adapt to growing datasets, evolving tax rules, and increasingly complex affiliate structures.

See the Surplus Calculator in Action

Watch a quick walkthrough to see how the platform simplifies year setup, surplus allocation, and reporting in just a few clicks.

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