How Do I Apply a Template to a Tax Plan?

Applying a template is one of the fastest ways to build a customized tax plan. Templates allow you to add a pre-selected group of tax strategies to a client's plan in just a few clicks, giving you a solid starting point that you can tailor to the client's unique situation. The video below walks through the entire process, from selecting a template to reviewing and customizing the strategies that are applied to the tax plan.

How To Apply a Template to a Tax Plan in TaxPlanIQ