The Add Scenario button on the Cash Flow and Tax Advisor page is a feature that will add new scenarios to the page. Below is a step-by-step guideline on how to add a new scenario to the page.
To learn more about the Cash Flow and Tax Advisor menu see articles:
To learn more about the Cash Flow and Tax Advisor individual column features see articles:
- Hide/Unhide Feature for Individual Tax Columns
- Permanent Deletion for Individual Tax Columns
- Downloading a 1040 Sample Tax Form
To learn more about forecasting effective tax rates see articles:
- Part One: Forecasting Effective Tax Rates While the Client is working
- Part Two: Forecasting Effective Tax Rates While the Client is in retirement and before Social Security Disbursements
- Part Three: Forecasting Effective Tax Rates While the Client is in Retirement and Social Security Starts Up
- Part Four: Forecasting Effective Tax Rates in Retirement: RMDs, Social Security, and Roth Withdrawals
- Part Five: Adding Expenses into the Cash Flow and Tax Advisor Calculator
Step 1: Cash Flow and Tax Advisor: Click on the Cash Flow and Tax Advisor heading underneath the Clients name heading.
Step 2: Edit: Click on the green edit button underneath the Cash Flow and Tax Advisor heading.
Step 3: Add Scenario: Click on the green add scenario button underneath the Cash Flow and Tax Advisor heading.
Step 4: Cashflow and Tax Advisor View: A new column of the Tax Filings should automatically appear on the screen.
Step 5: Save: Click on the green save button underneath the Cash Flow and Tax Advisor heading.
If you feel you need more support or would like to set up demo time with one of our representatives, please contact us at: +1-888-449-6917 or support@planscout.com.
