The hide/unhide button located within the columns beneath the client’s name allows users to selectively hide or unhide columns on the landing page for the cash flow and tax advisor screen. 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 on how to turn on and off the hide/unhide features of these columns.
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: Click on the green hide button underneath the Client’s name. The button title will automatically change to Unhide when the process is done.
Step 4: Save: Click on the green save button underneath the Cash Flow and Tax Advisor heading.
Step 5: Cash Flow and Tax Advisor Screen: The column you selected to hide, should automatically not be showing on the landing page.
Step 6: Edit: Click on the green edit button underneath the Cash Flow and Tax Advisor heading.
Step 7: Unhide: Click on the green unhide button underneath the Client’s name. The button title will automatically change to Hide when the process is done.
Step 8: Save: Click on the green save button underneath the Cash Flow and Tax Advisor heading.
Step 9: Cash Flow and Tax Advisor Screen: The columns you selected to unhide, should be showing on the landing page.
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.
