Currently our team uses multiple spreadsheets to analyze our data but with Advisor Engine’s reporting, sorting, and archiving features in the tax section we have been migrating our data here. There are a few fields I added as a “user defined field” but would like to send in a request to have these fields added to the Taxes drop down tab to take advantage of the archiving feature each year and to compare years. Please let us know if you can add any if not all of the following fields which are important as we plan for the clients next tax year:

-         - Tax Deduction Type (Standard or Itemized)

-          - Itemized Deduction Dollard Amount

-          - Gifts to Charity (I noticed a few others on the forum had requested this one as well)

-          - Capital Gains – Short and Long Term (you currently have loss carry forwards as a field – this is just the other side of that)

-          - Tax Estimates Paid