Subscribers can now view educational videos provided by TaxPlanIQ on any tax strategy or upload a video of their choice. Select any tax strategy, then select the resources tab to have the ability to view or upload videos.
Available implementation videos are:
HRA - Health Reimbursement Arrangements HSA - Health Savings Account DST - Deferred Sales Trust (just released recording!)
Combine Client Page with Tax Plans
This enhancement combines the information on the Client’s screen into the Tax Plan screen, places the related party information on a separate tab in the Tax Plan, and provides a summary of all the Tax plans that the client has.
Tax Rate info Updates
TaxPlanIQ will now route the user to the most current rates available for the Capital Gains Rate and Marginal Rate. The C Corp Flat Rate was also changed to always default to 21 but can be changed as needed by the user.