Automate repair versus capitalize decisions across high-volume utility plant spend

Name: Lucasys Tax Repairs
Brand: Lucasys Inc

Evaluate work orders, projects, and asset additions against the industry safe harbor methods utilities actually use, then classify every dollar as a deductible repair or a capital improvement. Integration with SAP S/4HANA Cloud and SAP ERP keeps plant, work order, and asset data aligned with tax, so classifications stay consistent, reviewable, and traceable from the original transaction to the final tax position.

By Lucasys Inc

Benefits

Reduce manual effort across high-volume classification work

Replace disconnected data pulls and layered spreadsheets with automated intake and consistent classification logic. Tax teams spend less time assembling data and more time reviewing exceptions, shortening review cycles at every close and filing.
Defend every classification with a complete audit trail

Trace any tax position back through the rules applied, the reviewer decisions recorded, and the source transaction that produced it. Reproducible documentation supports regulatory filings and stands up to IRS and commission examination.
Quantify tax impacts before you file

See repair versus capitalize outcomes by company, line of business, asset class, and cost category as work is processed. Early visibility into drivers and anomalies supports forecasting, rate case support, and proactive planning.

Features

Track expense and capital outcomes across every line of business

The Repairs dashboard totals every work order as expense, capital, or undetermined, then breaks the result out by line of business. Select any line to open the decision tree behind it and see where its spend landed and why.

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Configure a decision tree for each line of business

Every line of business runs its own sequence of tests, whether replacement, automatic capital, minimum cost safe harbor, betterment, or non-linear. Open any test to review the individual rules inside it, so the basis for each conclusion is always visible.

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Support every conclusion with work order level detail

Detailed results list each work order with the test that decided it, the reason, the threshold applied, and the amounts compared. Save custom views, flag exceptions, and record an override reason wherever judgment applies.

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Plans and pricing

Private Offer Edition

Design: Document business requirements; formalize conversion design; formalize configuration design; formalize integration design

Data conversion: Convert the most recent as-filed repairs calculation into Lucasys software

Configuration: Configure the applicable industry safe harbor method, including unit of property definitions, qualifying activity lists, and capitalization thresholds by line of business

Benchmark: Validate software results against previously computed repairs results in the system of record

Integration: Configure inbound work order, project, and asset addition feeds and outbound basis adjustments to tax depreciation

Unit testing and user acceptance testing: Perform integrated testing by vendor and end user

Deployment: Deploy application and data to production server

Design: Document business requirements; formalize conversion design; formalize configuration design; formalize integration design

Data Conversion: Convert most recent as-filed tax year into Lucasys software

Configuration: Configure all existing tax repair methods

Benchmark: Validate software results against previously computed results in system of record

Integration: Configure imports of work order detail

Unit Testing and User Acceptance Testing: Perform integrated testing by vendor and end user

Deployment: Deploy application and data to production server

Includes 1 Pieces

Price upon request