Add slider or ability to show Tax Savings on Default proposal
complete
K
Kevin Connolly
Add ability to show tax savings on the new default proposal like how Proposal B/Dream Trade shows it
Created by Zach Angus
Drew Adler
Merged in a post:
Add tax saving for trades in new desking.
J
Jared Gay
Please add tax savings for trades on default proposal.
Drew Adler
Hey Jared Gay - we recently added this to the New Desking Default Proposal.
Click "Show Trade Savings" when printing the proposal to add it to the breakdown!
J
Jacob Coleman
complete
Thanks to your feedback, we just released an update to the Default Proposal that includes Trade Savings!
Click "Show Trade Savings" when printing the proposal to add it to the breakdown!
J
Jacob Coleman
gathering votes
J
Jacob Coleman
Hi Kevin, thanks for the feature request! We'll continue to gather votes on this, and you'll receive any updates automatically.
Shelby Parker
Hiya Kevin Connolly, thanks for sharing with us! Following up on this:
- What specific information should be included in the tax savings display on the default proposal?
- Are there any particular scenarios or conditions under which the tax savings should not be displayed?
- How frequently do you anticipate needing to update or change the tax savings information?
R
Roger Dalomba
Shelby Parker 1. how much less tax customer is not paying due to the trade value
2.leases
3.one and done....follows state guidelines