Risk Rankings

Written by Louryn Butler
Updated 1 week ago

To view the risk rankings for a strategy, go to Planning in the left-hand navigation menu, then click the Go to the Page button for the planner you want to review. On this page, you’ll also see a quick view of the Audit Risk ranking.

On the planner page, scroll down to the Tax Planner Pro Rankings section. Here, you’ll see our ratings for Overall Benefit, Difficulty, Audit Risk, Aggressiveness, and the Implementation Deadline for the strategy.

Did this answer your question?