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 toggling the button next to Recommended scenario (located beneath the scenario titles and above Entity Information).
From the Tax details 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 entity tabs – as you select each tab, you’ll see the different tax planning strategies listed underneath, including Title and Details.
To add Year End Reminders, click the ‘Add Year End Reminders’ button. A drop-down will appear with a list of additional Year End Reminders that can be applied to specific entities and individuals. Please note that the dropdown options will be different between entity types.
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.
The Reset Content button allows you to reset your changes back to the default text.
Strategies are added as a summary table for each individual and entity in the TaxPlan report.