Create custom strategies that you can save and use on any plan. To get started:
- Give the strategy a meaningful name and description.
- Add client action items that you want included in their report.
- Select the form or schedule and field this strategy will impact.
- Choose whether the strategy change will increase or decrease the field you selected.
- Select the tax rates that will apply to the strategy change.
- Choose whether or not to use a net out-of-pocket formula for this strategy.