On several pages of the client portal, you will see a Tax Year dropdown menu where you can select from the years available in Tax Planner Pro. This dropdown can be found on the Dashboard, Projections, Personal, Companies, and Simulator tabs.
On several pages of the client portal, you will see a Tax Year dropdown menu where you can select from the years available in Tax Planner Pro. This dropdown can be found on the Dashboard, Projections, Personal, Companies, and Simulator tabs.