Help Center

Improved

Fixed

Admin

Manager

Contributor

taxplannerpro

In Review

Planned

In Progress

Completed

Rejected

High Priority

Low Priority

<p>Tell Tax Planner Pro how they could make the product more useful to you.  Make sure to look if your idea is already here and upvote it!</p>

Have something to say?

Hey {name|there}! 👋

<p>This function would allow for strategies to be created by first filtering what clients are eligible for the strategy, the outlining the calculation using variables of the projection data.</p>

Allow Users to Create Custom Tax Strategies in Planner and Report

ChrisRagain

Tax Planner Pro

Allow Users to Create Custom Tax Strategies in Planner and Report

Subscribe to post

Subscribe to post