"Estimated Tax Information" customization
We would like to be able to customize the "Estimated Tax Information" box in Redtail on a contact record. We would like to add a line for things like "Ordinary Income" and "Taxable Income" and take out "Estimated Taxes." This way we can run more robust reports on tax information.
18
votes
Kaitlin Theobald
shared this idea
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!