Adding Tax Information

Adding Tax Information

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 Add Tax Information. Enter in the necessary data and click Save. Note that tax entries can be attached to either Person on the Record or jointly through the Belongs To drop-down.

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.

    • Related Articles

    • Manually Adding an Asset or Liability

      Assets or Liabilities can be manually added to a Record from the Record Detail page. Assets can also be imported from most portfolio management systems. See Asset Import Overview for more information. Open the Record in Record Detail view. Click ...
    • Adding New Users

      To add a new User to AdvisorEngine CRM, you must have a free CRM license. Adding a New User Navigate to Settings > User Profiles. Click +New User 1. The Enter User Information window will appear. In the Name & Details tab, enter the following ...
    • Adding a New Record

      Prior to adding a new Record, it's important to know which information you will be storing in each Record. To help you determine which fields you should populate, AdivsorEngine Training has created the Important Fields Best Practice sheet. Tip: The ...
    • Adding an Opportunity

      To add a new Opportunity you must open a Record that you wish to add the Opportunity to. Each Opportunity must belong to a Record. In the Record Details view of the desired Record, select Tools > Add Opportunity. A new dialog appears with fields to ...
    • Adding Persons to a Record

      Each Record in AdvisorEngine CRM can hold up to two Persons. Adding a Person to a Record can be accomplished through a few different methods: Add a new Person to an existing Record. See below. Add a new Person when creating a Record. See Adding a New ...