[AU] How to use the Tax Planning binder

Article Objective: To assist users in navigating the Active Platform to effectively use the Tax Planning binder to prepare jobs during tax planning time.

Context: The Tax Planning binder is designed to flow through the different sections to result in a final report that can be used to compare strategies and tax estimates.

Please refer to the Glossary for definitions of key terms used in this article.

TABLE OF CONTENTS

Creating a binder
Estimates
Tax Reconciliation
Original Projected Tax Estimate
Tax calculations with recommended strategies
Tax planning report
Checklist
Templates Available in the Tax Planning Binder

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