AdvisorEngine CRM allows you to track tax information year by year for your Records.
Open the Record to enter tax information for and navigate to the Financials > Taxes section.
To add information about a new tax year, click Belongs To drop-down.. Enter in the necessary data and click . Note that tax entries can be attached to either Person on the Record or jointly through the
After tax information has been added, you can select it on the Grid to the left to view the information on the right. You can also make edits to the existing information in this way.