How powerful pre year-end reminders can be included in your year-end tax planning report.
29 pre-written pre year-end reminders
Once you've created your TaxPlan and selected your tax strategies, click on the navigation tab 2. Tax Strategies & Reminders and Select an Entity to look at the different tax strategies for each entity in the Group.
Pre Year-End Reminders (29 of them) are pre-written and listed in a box on the right of the screen. You simply choose which entity or individual you'd like to receive those reminders and then tick a box to select a reminder for that nominated entity or individual.
Click on any reminder to review the Details. Change, edit and reformat the content and/or text and Save. If you don't like your changes, click Revert to restore the original content.
Some content needs customising – indicated as red text, update and Save.
All our content is ready to go with your year-end tax planning report. You don't need to recreate content or send out separate reminder emails or letters before the end of the year.
Watch out full instruction video below: