Can I create and customize my own strategy?
Go to Tax Plans and it will take you to the Tax Library, On the top right corner is a button that reads “+Create New Tax Strategy”.
It is required to add a Name for your Strategy and Category that it generally applies to. It is optional to add the following on the overview tab:
- Associated with
- Recurring (yearly or never)
- Applicable to (Business, Individual, Both)
- Complexity (High, Medium, Low)
- And even add your own Client overview
And even add your own information in the following Tabs:
- Internal Notes
- Opportunities
- Potential Risks
- Resources
- Checklists
- Client ToDo’s
- Firm Customizations
To save your custom strategy, go to the bottom right corner and click the button that reads “Create”.
☝ Quick Tip - Select an applicable to, whether Business, Individual, or even Both if you are not sure so it will show up when you're doing your tax plan.
If you want a Tax strategy to be developed out - click the Feedback button on the bottom right
Under Feedback, you can select Enhancement, Priority if it’s High or not, and add detailed comments. Our developers and the internal team will receive your feedback and look further into the Strategy.