Tax Planning Capabilities

bencarroll

It would be nice if Simplifi adopted the Tax Planning features of Quicken. Allow us the ability to assign categories to tax line items and generate a schedules report at the end of the year.

Coach Natalie

Great news, everyone! Quicken Simplifi Personal users will now have the ability to add Tax Line Items to their categories, and then have that data reported in the new Taxes Report. Learn all about these enhancements in our announcement!

https://community.simplifimoney.com/discussion/11462/new-feature-alert-tax-line-items-taxes-report