Sixteen asset categories
Organize a broad inventory and match each asset class to an appropriate valuation approach.
Xcape Valuate
Establish defensible asset values for Form 8854.
Organize valuation requests, evidence, expert reviews, and reports while identifying assets that need professional appraisal.
Asset valuation workflows
Evidence management
Professional appraisal flags
Valuation reports and deliverables
What you can do
Five valuation methodologies
Use guided methodology recommendations, alternatives, and confidence levels for each line item.
Evidence and FX snapshots
Attach appraisals, receipts, and comparable-sales support, while preserving the exchange rate used on the valuation date.
Appraiser network and reports
Identify assets needing certified support, connect with credentialed specialists, and produce an audit-ready Form 8854 Section C report.
How the workflow fits together
- 1Create the asset inventory
- 2Select and document valuation methods
- 3Attach evidence and capture valuation-date FX
- 4Review confidence levels and export the Section C report