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We need a software program that will be used by the tax/accounting personnel of companies. The purpose of the program is to measure changes in the ownership of a company's large stockholders over a 3-year period. The program will perform multiple complex calculations that will vary based on the shareholder type and the event/transaction on a date. On a single date, there could be as many as 12 different calculations. If the ownership of the stockholders exceeds a specific threshold, the company has triggered a tax rule that then requires the user to perform an additional set of complex calculations.
The entire process/analysis is called a “study”, which must then saved/archived in a database for future use. The user will frequently need to update the study and/or create additional studies. Because of the complexity involved in preparing a study, a Help/FAQ menu will be needed. Other menu items include a Library, How-to-Wizard, and Templates. In terms of functionality, the progr...
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