No. You can run an analysis with any one supported document: a CIM, a P&L, or a text-readable tax return. Add more documents when you want a more complete comparison.

Uploaded P&Ls take priority over financial statements found inside the CIM. The CIM is still used for the business overview when readable overview information is available.

BizHub extracts the federal 1120 summary and supporting Other Deductions statement, then organizes revenue, expenses, net income, and potential SDE adjustments. Tax returns must contain readable text; scanned tax returns are not currently supported.

CIMs and P&Ls can use a scanned-PDF fallback when readable text cannot be extracted. Tax returns returns must contain readable text so BizHub can reliably locate the correct tax pages.

Diff compares matching full-year P&L and tax-return values. On the P&L tab it shows P&L minus tax return; on the Tax Returns tab it shows tax return minus P&L. A positive or negative difference is not automatically good or bad.

BizHub starts with reported net income and adds only adjustments marked Added to SDE. Possible add-backs are shown for review but are not counted until you change their status. You can edit adjustment amounts and treatment as your diligence develops.

You can select the average SDE from P&Ls, the average estimated SDE from tax returns, or enter a custom amount. When tax returns are available, their average is selected by default and the chosen basis is shown clearly.

Each analysis supports one optional CIM, up to three P&Ls, and up to three text-readable tax returns. You only need one supported document to run.

Yes. Use the suggested questions below the results or open the Analysis Assistant to ask about discrepancies, possible add-backs, risks, and which SDE basis may be appropriate for your review.

The overview card will explain that no CIM overview data was extracted, but the analysis will continue using any available P&L or supported tax-return data.