I would like the client deliverable to include 3 columns:
Prior year actual
Current year baseline without strategies
Current year with strategies
To show the comparison with and without the strategies, and also a report that shows the detail of the input - at least have it as an option to export to show support for the amounts on the report.
Inutit Tax Advisor now lets Pros compare their clients' tax projections with and without strategies for the projected year selected.
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