include tax bracket
Custom Export include tax bracket from know your client section
7
votes
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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Eric Joynt
commented
Totally agree that this is an important item to address, particularly to help assess the viability of Tax Loss Harvesting for clients.