Client Management - Client Snapshot: Taxation Planning

Client Management - Client Snapshot: Taxation Planning

Taxation Planning Overview

The purpose of the guide is to provide instructions on entering clients taxation information into XPLAN. Taxation provides critical information fields that are required for taxation planning.

 

Accessing Taxation

To access Taxation, from within a client file:
  • From the navigation menu, select Financial Information > Taxation:
  • Click Edit in the top right corner of the screen.
  • Enter the Tax information:

  • Click Save.

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