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Print the pre-strategy baseline (PSB) and review plan

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Print the pre-strategy baseline (PSB) and review plan

Print the pre-strategy baseline (PSB) and review plan

IntuitGabi
Community Manager
Community Manager

Based on user feedback, we added the ability to print the Intuit Tax Advisor  pre-strategy baseline (PSB) and Review Plan. This was highly requested by users who wanted to keep a record of the baseline assumptions, strategy changes and detailed Federal and State projections in the Review Plan.  We recommend users expand or collapse the report to the level of detail they prefer, then select the print icon at the top of the page. 

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