Setup tax plan defaults

As you create new Advisory Planner projects, the number of years, cases, and first plan year must be designated. The default value that each new plan will begin with can be set based on your preferences. You can also designate a resident state to be added to each new Advisory Planner project. The selections made here will only affect new projects and will not change existing projects.

  1. Open Onvio Advisory, then Setup.
  2. Select Set preferences, then Planner.
  3. Enter the desired number of years, cases, first plan year, and resident state in the corresponding fields.
  4. Select Save.

Note: The planner preferences are unique to each individual login for Advisory.

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