Taxes combines modeled scenarios, advisor analysis, client reporting, return review, comparison, and a current-position summary. Open Planning → Taxes.

Create a clearly named scenario for the tax year and purpose. Review Inputs, then use Advisor Analysis, Client Report, and 1040 Review. Preserve a baseline before modeling a material alternative, and use Compare to isolate the difference.

Open Scenarios to create a scenario manually, copy an existing scenario, or begin from an available tax return workflow. Select the scenario tab you intend to edit. Name it for the year and strategy, and confirm it is the scenario used by Plan or Compare.

Confirm filing status, state, people and entities, income, deductions, credits, payments, and strategy inputs. Understand whether each value comes from Profile, an extracted return, or a manual scenario override. Derived wages, self-employment income, and Social Security use income records active in the scenario’s tax year.

Planning → Taxes → Plan currently summarizes the selected base scenario. The page shows the tax year, filing status, current tax metrics, tax returns, calculator shortcuts, and detailed analysis. Use Open current scenario to inspect the model and Compare scenarios to review alternatives.

The opportunity queue and This year’s plan strategy builder are currently hidden. Open, In plan, and Dismissed counts can appear, but advisors cannot use the queue’s former Add to plan, Dismiss, Restore, modeled-amount, Save as scenario, or Create changes controls from the current page.

Use Client Report and tax Guide components for client-facing explanation. Add an adopted recommendation to Changes and implementation work to Tasks. Keep exploratory alternatives out of a visible Guide.

Kerdora supports planning and comparison. It does not prepare or file returns, guarantee tax outcomes, or replace professional tax judgment.