Once the trading plan has been created and saved, and the client's cashflow has been reviewed, the last step is to review their taxes before sharing the plan with the client. Here you'll be able to see the impact a trading plan will have on a client's tax outcome.
Reviewing taxes
1. When you're on a client's page, click the Tax button from the Clients menu to start reviewing a client's taxes.
2. Select the year and then select the tax plan that you intend to move forward with from the Select report plan dropdown menu in the top right corner, as the taxes due will be reflected in the exported report. (If you're not seeing the plans appear in the menu, verify that the toggles next to the plans are turned on under the Include plan in report section.)
3. For a quick view of the net tax due after accounting for withholdings and estimated tax payments made (Federal and State), select the Expected Additional Tax Due tab from the top menu.
4. Once the taxes are reviewed, you are now ready to export the trading plan to share with the client.