Tax basis balance sheet software that keeps you in control
Standardize the maintenance of tax items and account mapping so the TBBS process is simple and clear
Built for tax teams, easy on IT teams
Built by tax and utility experts, Lucasys TBBS Solution automates reconciliation, integrates with your existing ERP and fixed asset systems, and gives your tax team total control and transparency — no IT ticket required.
Other solutions weren’t designed for today’s complex asset-intensive organizations. Often they’re slow to update, rigid to maintain and supported by people who know software, not enterprise tax nuances.
Modern TBBS features designed for today’s tax teams
Created for tax professionals
Designed by experts who understand rate-regulated utilities and complex asset portfolios.
Faster updates, fewer dependencies
Changes don’t require an IT ticket or vendor rewrite.
Intentional transparency
Track every data source, adjustment, and reconciliation step.
Future-ready compliance
Easy adaptation to new tax law, ASC 740, and ASC 980 requirements.
Lucasys AI
Lucasys AI is an embedded, interactive, agentic AI that empowers tax professionals to make faster, smarter decisions.
Think of your AI agents as 3 teammates with unique expertise:
Agent #1: an industry and tax expert
Agent #2: a software and support guide
Agent #3: an intelligent data analyst
Lucasys AI bridges the gap between information and action, allowing teams to find answers, analyze data, and automate workflows in seconds, all within a secure and compliant environment.
Companies that trust Lucasys
Why AEP runs Lucasys for tax basis balance sheet software
Before Lucasys TBBS:
Manual Excel spreadsheet with high complexity. A lot of companies with a lot of different jurisdictions. Significant manual effort with hard to scale processes.
After Lucasys TBBS:
Standardized timing difference mapping across companies. Clean data and cross functional collaboration. Scalable process and system. Improved visibility and reduced manual effort.
Schedule a personalized demo and see how Lucasys can modernize your tax basis balance sheet process.
Experience what it’s like to have a partner who understands both your data and your industry.