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Can I add my own strategies to Tax Planner Pro?
Can I add my own strategies to Tax Planner Pro?

Not yet, but if we have enough interest we will build it.

Christopher Ragain CPA avatar
Written by Christopher Ragain CPA
Updated over a week ago

Adding your own custom tax strategies into the planner or reports of Tax Planner Pro is not yet allowed.

However, if we have enough interest in that, we will build it. To vote for that feature, visit our Feature Request page

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