Create your TaxPlan: After creating your TaxPlan and selecting your tax strategies, navigate to the Tax Strategies & Reminders tab.
Select an entity: Choose an entity to view the different tax strategies available for each entity in the group.
Add Pre Year-End Reminders:
Pre Year-End Reminders (29 in total) are pre-written and can be added by selecting the applicable entity.
To add Year End Reminders, click the Add Year End Reminders button. A dropdown will appear with a list of additional Year End Reminders that are applicable to specific entities and individuals. Note: The dropdown options will vary between entity types.
4. Review and customise reminders:
Click on any reminder to review the details.
Change, edit, and reformat the content or text as needed, then click Save.
If you don't like your changes, click Revert to restore the original content.
Some content requires customisation, indicated in red text. Update these sections and save your changes.