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1. tax bracket

   12 votes

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   1 comment  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

   Eric Joynt supported this idea  ·  Jan 25, 2024

2. include tax bracket

   7 votes

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   1 comment  ·  Redtail CRM » Custom Exports  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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  ·  Jan 25, 2024  ·  Delete…

   Totally agree that this is an important item to address, particularly to help assess the viability of Tax Loss Harvesting for clients.

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   Eric Joynt supported this idea  ·  Jan 25, 2024