How Do I Edit the Disclaimer on the "Return on Investment" and "Report"?

The disclaimer that appears on the Return on Investment and Report sections is edited at the individual tax plan level. There is no single global setting to change it — updates must be made within each specific plan.

Steps to Edit the Disclaimer

Step 1: Go to your Clients List Click the Clients icon in the left navigation menu.

Step 2: Select your client Find and click the name of the client whose disclaimer you want to update.

Step 3: Open the applicable tax plan On the client's page, scroll down to the Tax Plans section and click the name of the plan you want to edit.

Step 4: Click "Notes," then select "Client Disclaimer" Inside the plan, click the Plan Details & Strategies tab. In the upper right area, click the Notes icon. A dropdown will appear with two options — click Client Disclaimer. You can now edit the disclaimer text for this plan.

Important to Know

• Changes made here only apply to this specific plan. If you need a different disclaimer on another plan, repeat these steps for that plan.
• There is no universal disclaimer setting that updates all plans at once.
• If you need additional help, please email support@taxplaniq.com