Documents

Tools

  1. iA Large case tool (Download and enable macros*)

    This tool illustrates the following concepts:

  2. iA Tax at death tool (Download and enable macros*)

    This tool illustrates death tax.

    Data Collection (Download and enable macros*)

    Video Tutorial

*If macros are blocked by your administrator:

  1. Right click on the Excel file before opening it
  2. Properties
  3. General tab
  4. Security section: Check "Unblock"
Read the documentation