TCP Life Statement Combination Functionality
We've never used the statement combination functionality in TCP but need to combine one company into another and file a single 2016 Life Annual Statement. We are discussing either preparing a single company statement by adding support files together in excel and importing or completing the two separate statements and using the statement combination to create the single merged company. Due to the late approval of the merger, we currently only have separate company support files and it will take much work to combine. But management is unsure if the statement combination functionality will update each exhibit and schedule correctly. Does anyone have experience with this? Would like to hear what issues we may come across using the functionality.
|