01Core

Tiered Partnership Tax Calculations: Federal, State & International

TIERS calculates federal, state, and international allocations across the full tiered structure in a single, atomic pass. It removes the need to pick up values through linked workbooks and maintains all details necessary to trace every result back to its source.

How it runs

TIERS reads the complete partnership graph, including entities, investors, ownership relationships, allocation methods, book and tax allocable items, and tiering rules. It determines the correct bottom-up execution order, then moves through every entity from bottom to top. Federal, state, and international allocations run together, with controlled rounding, plugging, and lineage for every result.

What it transforms

Linked workbook chains and manual pickup steps become a governed calculation flow. Lower-tier changes move through the structure in one run, reducing stale-link risk, review rework, and uncertainty about where each result came from.

Walkthrough

TIERS screenshot showing form Summaries by Entity, Investory, and Originating Entity

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Next step

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