Tax Center — Estimates & Planning
Short answer: Tax Center — Estimates & Planning keeps your firm’s tax estimate records — investors see only their own.
Tax Center — Estimates & Planning keeps your firm’s tax estimate records — investors see only their own.
- What’s recorded: Investor, Fund, Tax year, Estimated taxable income, Notes
- Use + New to add one, click a row to open it, and Export CSV to download. Every change is in the Audit trail.
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