Part of my Upfront Assessment (aka Diagnostic Review) is to review prior year returns and documents to provide information to the client about issues I have spotted that may need to be address and/or strategies to be implemented for future tax savings.

I had just received some prior year tax returns from a prospective clients. I had these as well as our meeting notes analyzed for the advisory opportunities. It came back with a lot of information that sits only on a part of the display window.

I would prefer this to be displayed in the full width of the client contact screen and have the option to download this information for our files. The only option we can download at the moment is what we may want to share with the PNC/Client, which is a briefer version.

This information will be very useful for creating a report for the client and ultimately my proposal for services.