Planned

:speech_balloon:

Make taxes global not per project

If I have multiple plans (Base, With children, Retirement early, etc.) I would need to edit the tax brackets for each plan if necessary. (Talking about Plan > Settings > Tax > Apply International Preset)

Thus we should be able to define those taxes on a project based while keeping the ability to tweak them for a specific plan if necessary

14 votes

Tagged as Suggestion

Suggested 06 January 2022 by user Matt

Moved into Planned 08 February 2022

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  • 06 January 2022 Matt suggested this task

  • 11 January 2022 Kyle Nolan approved this task

  • 08 February 2022 Kyle Nolan moved this task into Planned

  • avatar
    Shawn S

    So basically, have a Global config option to set Tax Settings, and then expose a new option within a plan to “inherit from global” instead of defining it locally (like it works today).

    Perhaps, this concept could be replicated for Bond config, Growth rates, Drawdown order, etc ?

    Question to my mind, if you’re inside a plan, and you modify these settings when they’re inherited, does it change the global setting (thus updating all plans that inherit this), or does it instantly disconnect you from the global setting and define it locally.

    22 December 2022