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New Feature - Tax Package report in Email Scheduler
As already suggested by someone above - there should be an option to send the Tax report to the accounts team/back office of client with a CC to the client. Because sending it to client is of not much use.
Can we give Tax report feature to Back office and RM or can we generate a single Tax report with all attachments from some other place with a Provision for email CC as it is very much required
Give the option to download it for a single client/Family
Can we download it for a single client i.e add Tax report in client dashboard where we can download his/her this package in a single click
Yes, you can use Email scheduler to select only 1 client and send the Tax package using that.
Can we also send full Tax report for a single client
It's already there in Capital Gain Summary PDF as a separate section.
Please add Period end Holding too in this report
Anuj Jain
We have released a new option in Email Scheduler menu called "Tax Package". You can use this to send a combined set of reports related to Income Tax filing for your Investor.
Reports included in Tax Package are as follows -
All these reports will be mailed as attachment in 1 common email for the convenience of the client. This can be forwarded to their CA as well if required.
Regards
Team InvestWell
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