How to customise tax planning strategy descriptions and add additional YE Reminders for each entity
You’ve reached a stage where you've created your TaxPlan, you’ve got a Base Scenario and you might have a number of different scenarios:
- Choose the recommended scenario by clicking the square blue radio button 🟦 on your preferred Tax Planning Strategies tab
- From the Tax Info tab, navigate to the Strategies & Reminder tab by clicking Next (top right)
- Select an Entity from the options available
- You’ll see a number of green entity tabs – as you hover over each tab you’ll see the different tax planning strategies listed underneath including Title and Details
- The content for each Strategy/ Reminder is pre-written however if you want to change anything, you can rewrite and/or add additional text. Any content that requires your input will be indicated as red text
- Reload, Revert to reset your changes back to the default to text OR click Save once you’re happy
- Strategies are added as a summary table for each individual entity in the to the TaxPlan report