Tax Report Default Sections

For firms who consistently show or hide specific sections of the Tax Report, this feature allows you to choose default sections!

To edit the Tax Report default sections, Firm Admins can navigate to Settings > Customization, scroll down the page, and select the third Tax Report tab on the horizontal menu bar:

Underneath the Key Figures customization section, Firm Admins can check which sections will show up by default on all Tax Reports.

We have added an additional section titled "Marginal Brackets Ordinary Income and Cap Gains Side-by-Side." When selected, this section will illustrate the brackets for each corresponding income type side-by-side without the corresponding bar charts:

Users will still be able to show or hide sections as they see fit by clicking on the Manage Sections button at the top of the Tax Report, but the default layout set at the firm-level is how all Tax Reports will look upon first visit.

The video below illustrates how to configure these customization options: