Set up your tax workspace

Owners and administrators with financial access can open Taxes. Save a planning profile, distinguish the set-aside budget from a calculated liability, then check the integration status. QuickBooks connections are Coming Soon in production; this lesson does not connect to Intuit.

1. Set the sample savings rate to 30%.
2. Save the edited planning profile.
3. Open Overview and distinguish recognized totals from estimated targets.
4. Open the QuickBooks tab.
5. Check that QuickBooks setup is Coming Soon.