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Retrieve Deferred Income Taxes with hf_Deferred_income_taxes

The hf_Deferred_income_taxes function in MarketXLS gives you direct access to a company's deferred income taxes data from the comfort of your Excel spreadsheet. With just a simple formula, you can fetch the latest figures, review historical data, and even retrieve trailing 12-month (TTM) values for more comprehensive financial analysis. This saves time over manually searching through filings or switching programs, allowing you to focus on deeper insights and decisions.

Why Use This Function?

  • Pull real-time or recent data on deferred income taxes directly into Excel cells.
  • Quickly compare annual or quarterly (and TTM) deferred income taxes across multiple companies.
  • Gain immediate context in your financial models or forecasting sheets.
  • Streamline your research process by eliminating extra data imports or manual number-crunching.
  • Use common US market tickers to build robust analysis quickly.

How to Use in Excel

=hf_Deferred_income_taxes(Symbol, year, [quarter], [TTM])

To use the function:

  1. Enter the ticker symbol (e.g., "AAPL" for Apple).
  2. Specify the fiscal year (e.g., "2022").
  3. (Optional) Provide a quarter ("1" to "4"). Defaults to "1" if omitted.
  4. (Optional) Set TTM to "TTM" to retrieve the trailing 12-month figure.

The function will return the numeric value for deferred income taxes if available; otherwise, you may see “NA” or “Refreshing.”

Parameters Explained

Parameter Description Example Values Notes
Symbol The company’s ticker symbol "AAPL", "TSLA", "MSFT" Must be a valid US market symbol. Returns "NA" if invalid.
year The fiscal year for which you want data "2022", "2021" Numerical form required. If data for that year is not available, function may return "NA."
quarter The quarter of the specified fiscal year. Defaults to "1" if omitted "1", "2", "3", "4" If left blank, the function’s internal logic defaults to "1," but the function call also adjusts it to "2" internally if needed for retrieving the data.
TTM Trailing 12 Months indicator. Specify "TTM" if you want TTM data "", "TTM" If "TTM" is used, function attempts to fetch the most recent 4-quarter rolling data. If TTM data isn’t available, returns "NA."

Example Usage

Basic Examples

  1. Retrieve Apple’s deferred income taxes for fiscal year 2022, first quarter by default: =hf_Deferred_income_taxes("AAPL", "2022")
    Explanation: The function looks up Apple’s first-quarter deferred income taxes for 2022.

  2. Retrieve Microsoft’s deferred income taxes for fiscal year 2021, third quarter: =hf_Deferred_income_taxes("MSFT", "2021", "3")
    Explanation: Fetches Microsoft’s Q3 2021 figure.

  3. Retrieve Tesla’s trailing 12-month deferred income taxes for fiscal year 2022: =hf_Deferred_income_taxes("TSLA", "2022", "4", "TTM")
    Explanation: Attempts to gather the TTM value leading up to the 4th quarter in 2022. If no TTM data is available, it returns "NA."

Advanced Scenarios

• Comparing Annual vs. TTM Data

  • Use separate columns to chart annual values alongside trailing 12-month values for the same stock.
  • This gives a side-by-side view of longer trends vs. the most recent 12-month snapshot.

• Integrating with Other MarketXLS Functions

  • Combine deferred income tax data with other fundamental metrics (e.g., hf_Total_Revenue, hf_Net_Income) to create a complete fundamentals dashboard.
  • Perform ratio analyses directly in Excel for real-time business insights.

• Multi-Company Financial Model

  • Organize lists of multiple symbols and apply this function across rows.
  • Automate your watchlist updates—MarketXLS fetches the data, so your sheet refreshes the metrics dynamically.

Common Questions and Troubleshooting

  1. Why do I get "NA" for some symbols or years?

    • The data for that ticker/year/quarter may not be available or your plan might not include it. Double-check the ticker symbol and date range.
  2. Why might I see "Refreshing"?

    • If the MarketXLS backend is actively updating its data cache, the function return could temporarily show "Refreshing" before locking in the final numeric value.
  3. Do I need to specify a quarter every time?

    • No. If you omit the quarter, the function defaults internally, generally returning the first quarter’s value for that year (though the function may adjust it to quarter “2” internally for its data lookups). To narrow down your query, specify a quarter or “TTM” explicitly.
  4. Do I need a trailing 12-month value?

    • Use "TTM" only if you're specifically interested in a rolling sum of the last four quarters. For simple annual or quarterly snapshots, stick to numeric quarters or no quarter input.

By following these guidelines, you can effectively incorporate deferred income taxes data into your Excel-based financial workflows. Experiment with different parameter combinations to refine your analysis and gain a deeper understanding of a company’s deferred tax position—all from within MarketXLS and Excel.