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Tax Filing
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Did you ever need a list of clients based on their Effective Tax Rate so that you can send them updates about the tax code? Have you ever been asked "what's my carry over from last year" and then had to dig through tax documents to determine the answer? With Tax Filings, Salentica Engage allows you to easily track high-level, historical details about your client's tax situation, and keep that information in a central location, rather than having to go through you document management systems.

As Wealth Managers, working with more complex high net worth clients, it is common to store a copy of tax filings and tracking the high level details of year over year. Tax filings will allow you a quick way to access this information without having to sift through other systems.


Tax Filing is located under the Contact entity, but can also be found on the Relationship and Legal Entities. Tax Filing can be linked to Relationships, Contacts and/or Legal Entities.

What's included in Tax Filing



  Field Name   Field Type
  Contact   Look Up
  Relationship   Look up
  Legal Entity   Look up
  CPA/Accountant   Look up to Contact
  Extension Filed   Yes/No Toggle
  Tax Year   Option Set & Required  
  Filing Status   Option Set & Required
  Tax Filing Type   Option Set & Required
  Date Filed   Date & Recommended


  Field Name   Field Type
  Reported Income   Dollar
  AGI   Dollar
  Tax Liability   Dollar
  Charitable Donations   Dollar
  Charitable Contributions Carry Over     Dollar
  Prepaid Taxes   Dollar
  Credits   Dollar
  Effective Tax Rate   Whole Number
  Marginal Tax Rate   Whole Number
  Deductions Type   Option Set
  Deductions   Dollar
  Loss Carry Over   Dollar
  Gifting   Dollar
  Safe Harbor   Dollar
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Salentica can be customized by your System Administrator, so your views & access may differ from this documentation. Please contact your System Administrator with specific questions.

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