On the Cash Flow and Tax Advisor page, you can permanently delete individual columns after creating and adding a scenario. Below are the step-by-step directions for permanently deleting the individualized columns on the Cash Flow and Tax Advisor 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.
Step 2: Edit: Click on the green edit button underneath the Cash Flow and Tax Advisor heading.
Step 3: Delete: Click on the green delete button underneath the tax year in the individual column.
Step 4: Click OK: Click OK to the text message box that comes up from www.sipsplanning .net says, “Are you sure you would like to permanently delete this scenario?
Step 5: Save: SIPS will automatically remove the scenario. 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.
