On the Cash Flow and Tax Advisor page, you can hide or unhide the tax return column. This feature would be used if an advisor is creating different tax scenarios and want to control which ones are visible in SIPS and on the printed SIPS report. Any "hidden" scenario would be excluded from the report. Below are the step-by-step guidelines for the Hide and Unhide Tax Advisor feature.
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: Hide Tax Advisor: Click on the green Hide Tax Advisor button underneath the Cash Flow and Tax Advisor heading.
Step 4: Cash Flow View: SIPS will automatically hide the tax return column, the only column that should be showing is the cash flow.
Step 5: Use Tax Advisor: Click on the green Use Tax Advisor button underneath the Cash Flow and Tax Advisor heading to go back to the cash flow and tax advisor orginal view.
Step 6: Cash Flow and Tax Return View: The screen should automatically go back to its original view.
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.
