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Last Updated: 02/14/2025
in Cash Flow and Tax Advisor
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...
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Last Updated: 02/14/2025
in Cash Flow and Tax Advisor
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...
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Within the tax advance planning function, there are multiple ways you can show an employer match 401k distribution. Below is the step-by-step guideline for showing an employer match 401k distributions using the Other Schedule 1 Income column in the...
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Last Updated: 02/14/2025
in Cash Flow and Tax Advisor
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...
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Within the Display Options within the structured income planning page, you can edit account and incomes into different groups. Below is a step-by-step guide for editing the account and incomes groups. Step 1: Edit: Click on the green Edit...
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On the structured income planning page, you can view the percentage distribution for the account. This function is available through the display options. Below is a step-by-step guideline for displaying the percentage distribution. Step ...
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Last Updated: 11/27/2024
in Client Dashboard
From the Client Dashboard within the Income page there is a way to add a pension into the structured income plan to an existing plan. Below are the step-by-step guidelines for a pension from the Incomes page. Step 1: Edit: Click on the green e...
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Last Updated: 02/06/2025
in How-To Videos
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! ...
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Last Updated: 04/25/2025
in Release Notes
On April 27, 2025, the following updates were released in SIPS: A bug fix to correctly display initial plan age of each client on the income planning screen has been implemented. The initial plan age on the income plan will now match the initial...
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Within the Income Adjustment table on the Manage Income page, you can withdraw specific monetary amounts per year and control the timeframe of these withdraws. Below are the step-by-step guidelines for withdrawing specific monetary amounts with ...