tax bracket
The CFP Board and many states require Financial planners to collect Net worth, tax bracket and income for all clients before advising them. When I am audited by the state, I am required to provide them with a list of all my clients and these items. Redtail has the Estimated tax bracket field, but it doesn't allow us to run a report on this field. It would be helpful to be able to pull this info since its easy to remember to put in there. Right now I have to add a UDF and reinput all the info in the UDF. The hard part is to remember to do that for all new clients, would be good to be able to run a report under Financials in the field you already have set up
Anonymous
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!
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Anonymous
commented
It would be more helpful to know their Taxsabel Income and not useful to know how taxes they paid for tax planning purposes.