New Articles

  1. 02/22/2025 SIPS software update

    On February 22, 2025, the following updates were released in SIPS: SIPS calculates hypothetical income taxes in future years in the Income Plan (in SIPS Advanced) and in the Cashflow and Tax Advisor. The income brackets and tax rates that are ...
  2. Editing the Initial Plan Date in a SIPS Plan

    Within your SIPS plan, you can edit your initial plan date. If you change your initial plan date to be more than one year old than the revision date, the older years will be grayed out in your SIPS plan. The grayed-out years are stating that thos...
  3. Part Five: Adding Expenses into the Cash Flow and Tax Advisor Calculator

    This article is the fifth part of the Cash Flow and Tax Advisor Calculator series. This tool can assist you in determining the effective tax rate for each year within your financial plan. It also includes a worksheet to differentiate between cash...
  4. Welcome to SIPS: Let's Get Started!

    We are thrilled to have you onboard, and we look forward to supporting you on your journey with us. Please contact us at: +1-888-449-6917 or support@planscout.com   to get started! ...
  5. Downloading a 1040 Sample Tax Form

    A valuable feature of SIPS is the ability to download a sample 1040 form directly from the Cash Flow and Tax Advisor landing page. Below are the step-by-step instructions for downloading a sample 1040 sample form. To learn more about the Cash ...
  6. Part Four: Forecasting Effective Tax Rates in Retirement: RMDs, Social Security, and Roth Withdrawals

    This is the fourth part of a four-part article on the Cash Flow and Tax Advisor Calculator. This tool can assist you in determining the effective tax rate for each year within your financial plan. It also includes a worksheet to differentiate bet...
  7. Part Three: Forecasting Effective Tax Rates While the Client is in Retirement and Social Security Starts Up

    This is the third part of a four-part article on the Cash Flow and Tax Advisor Calculator.This tool can assist you in determining the effective tax rate for each year within your financial plan. It also includes a worksheet to differentiate betwe...
  8. Part Two: Forecasting Effective Tax Rates While the Client is in retirement and before Social Security Disbursements

    This is the second part of a four-part article on the Cash Flow and Tax Advisor Calculator. This tool can assist you in determining the effective tax rate for each year within your financial plan. It also includes a worksheet to differentiate bet...
  9. Permanent Deletion of the Individual Columns on the Cash Flow and Tax Advisor Page

    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 A...
  10. Hide/Unhide Feature for the Individual Columns on the Cash Flow and Tax Advisor Screen

    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 diff...