How do I access the Tax Planner?

Q: How do I access the Tax Planner?

To access the Tax Planner, select the Planning tab at the top of the PortfolioAnalyst page, then select Tax Planner . Individuals - Click Continue to begin configuring your tax plan by entering information about your accounts, deductions, withholdings, tax rates, and any carryover losses. Advisors - Click the + icon and then Continue to begin creating a tax plan for a client. For each tax plan you create, you will enter a plan name, information about the included accounts, deductions, withholdings, tax rates, and any carryover losses. Note Tax Planner is currently only available for accounts which receive or are expected to receive US tax forms.

Question

Accepted Answer

To access the Tax Planner, select the Planning tab at the top of the PortfolioAnalyst page, then select Tax Planner.

Individuals - Click Continue to begin configuring your tax plan by entering information about your accounts, deductions, withholdings, tax rates, and any carryover losses.
Advisors - Click the + icon and then Continue to begin creating a tax plan for a client. For each tax plan you create, you will enter a plan name, information about the included accounts, deductions, withholdings, tax rates, and any carryover losses.

Note

Tax Planner is currently only available for accounts which receive or are expected to receive US tax forms.