The condense/uncondensed button on the Cash Flow and Tax Advisor page is a feature that will condense or expand the display of income, expenses, and the income taxes on the page. This feature enables advisors to hide unpopulated rows within the Cash Flow and Tax Advisor tool. This allows them to focus on the rows with client taxable events and hide the extraneous information. Below is a step-by-step guideline on the condense/uncondensed button features.
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 Client's name.
Step 2: Edit: Click on the green edit button underneath the Cash Flow and Tax Advisor heading.
Step 3: Condense: Click on the green condense button underneath the Cash Flow and Tax Advisor heading.
Step 4: Condense View: The income, expenses, and income taxes should automatically be condensed and changed on the screen.
Step 5: Uncondense: Click on the green uncondense button underneath the Cash Flow and Tax Adivsor heading.
Step 6: Uncondense View: The screen should automatically go back to its original view of the cash flow and tax advisor.
Step 7: 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.
