2d • Tax Strategies
Accountable Plan Tool Update
The tool for doing your own accountable plan calculations has been updated a little bit. Now we have a single-month view and a 12-month view where you can enter data for multiple months all at once. There's also a function for business owners who are reimbursing employees. That doesn't apply to very many people but I wanted that functionality.
For Tax Sherpa accountable plan clients we're working on the latest version in the done-for-you version that is currently in testing. I'll do a separate update on that as it develops.
August is super packed for me so at some point I will do a video overview of the new functionality on the Accountable Plan Tool. That will have to wait for now.
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Accountable Plan Tool Update
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