What changes should I make on the pre-strategy baseline?
Make changes here that you already know your client will experience this year. The baseline amounts and activities will be used to determine which insights and strategies apply for your client.
To add a new job or business:
- Press Add new activity at the top right.
- Select the form or schedule you'd like to add.
- Enter a name for the activity, and assign it to the taxpayer or spouse.
- Enter the applicable amounts.