Tax Analyzer Summary
New
To provide more insight into the client's tax scenario, we've added a new Summary tab to the Tax Analyzer module. The new tab contain three visuals to help explain the client's current tax position.
Federal Income Tax Summary – includes key tax rates and a summary of total income
Investment Income Efficiency – displays the breakdown of the client’s investment income and it's tax treatment
Ordinary Income Bracket – visualizes the client's taxable income and how it compares to the...