Tax Stats Table Wizard -- Table Building Instructions

Proceed to the Table Wizard.

Using the TaxStats Table Wizard, you will be able to:

  • Create and manipulate your own customized data tables using aggregated Statistics of Income Corporation data
  • Choose the variables (tax return items) that are included in your table
  • Select specific categories of returns based on asset size class, income year, and industry code
  • Modify the table by adding or removing variables or return groups
  • Calculate simple summary statistics to replace the dollar amounts in the table cells
  • Save it to your PC in a variety of formats

To Create a table:

  1. Select a data set from the 5 choices.
  2. Highlight the variables you would like to include. (The default is All Variables.)
  3. Click on the appropriate button to indicate how the variables should be displayed (ie: row, column or page).
  4. Select other characteristics (income year, industry group, and asset size class) to further customize the data.
  5. Select the GO button to view the finished table.

To Modify the table:

Once you have created your initial table, you can modify it by changing the content, or organization of the table:

  1. Using the drop-down boxes labeled “Modify” you can rearrange the rows and columns or remove variables.
  2. Select ‘modify’ from the Left Navigation Bar to add additional variables.
  3. Other options on the Left Navigation Bar allow you to add or remove totals, percentages, etc.

To Save the table:

Select the desired format from the choices displayed on the Left Navigation Bar:

  • Excel (.XLS): note limitation to 256 columns and 65,536 rows per table/spreadsheet
  • Text (.CSV): comma-separated values format
  • Text (.TXT): tab-separated values format

Now you are ready to begin:

Proceed to the Table Wizard.