After-Tax Reporting Configuration Guide
Accounts using the FSP Tax Management and Tax Overlay (UMAs) services have access to a unique online report called “Tax Overlay Benefits”. Note, this is a report that is visible to all Admin users.
Accounts using the FSP Tax Management (FSPs) and Tax Overlay (UMAs) services have access to a unique online report called “Tax Overlay Benefits”. Note, this is a report that is visible to all Admin users. However, for the report to be visible for Advisors, the Enterprise or Firm must add the report to their online report template. Read our configuration guide and learn how to make this report available for your Advisors.