Enhancements
- Display the combined effective rate of federal and state
- Formatting of plan titles
- Additional reset and undo functionality for firm report customization
Fixes
- Error when deleting existing goals
- Error when state taxes used key dates for the beginning
- Matrix issue with legacy goals as a variable
- Historical dates for liabilities
- Formatting of distribution header and title in SSR plan report
- Refresh issue with new, copied, and renamed plans
Comments