Use this navigation workflow when Corporations or Family Trusts is shown in an applicable Pro Evaluation or Financial Insights scenario.
Make the sections available
Start in Preliminary and review the choices shown. Open Corporations or Family Trusts when the applicable section is available, complete only the visible fields, and save if shown. Available selections, fields, and relationships can vary.
Review a scenario
Open Financial Insights and confirm the Current Scenario.
Open Planning Inputs.
Review any visible Corporate or Family Trust controls.
Review the applicable projected lines in Details.