Open Planning → Taxes → Overview inside a client file to review a saved tax scenario, check its tax position, and move into detailed analysis. Taxes is labeled Beta. Review source data and calculation limits before using an estimate with a client.
How do I review a client's tax position on Overview?
On Planning → Taxes → Overview, advisors can select a scenario and open its inputs or a comparison.
Open the client file and select Planning → Taxes → Overview.
Check the displayed scenario name, tax year, and filing status. If several scenarios exist, choose the intended one from the scenario selector.
Select Open current scenario to open that scenario’s inputs, or Compare scenarios to examine alternatives. Compare starts with the scenario selected on Overview as its baseline; check that baseline before reading differences.
Overview initially uses the household's main tax scenario when available, otherwise its first scenario. Picking another scenario on Overview changes this page's displayed results; it doesn't set a new main scenario or copy values into Profile.
Overview doesn’t save this selection. Leaving Overview and returning restores the main scenario, or the first scenario if no main scenario is available.
For creation, copying, and main-scenario controls, see Creating and Comparing Tax Scenarios.
What do the figures on Tax Overview mean?
Planning → Taxes → Overview shows calculated results for its selected scenario, rather than payments confirmed by a tax agency.
Total tax includes modeled federal, state, and payroll taxes and applicable additional taxes.
Projected refund or Projected balance due accounts for modeled return taxes, withholding, estimated payments, prior-year overpayment applied, and refundable credits. Entered penalties and a refund applied to next year also affect this balance. Regular payroll taxes count in Total tax but not in a return balance.
Adjusted gross income reflects income after modeled adjustments.
Effective divides Total tax by total income, so it includes state and payroll tax. Federal marginal is the modeled federal tax on the next dollar of ordinary income, so it can differ from the bracket rate. Combined marginal includes modeled state and other marginal tax effects.
Read the safe-harbor amount with its year-specific label. A label such as “2027 safe harbor” refers to a next-year target; “2026 safe-harbor target” refers to that year's target. Neither confirms that a payment was made.
Where can I check income and payments on Tax Overview?
Planning → Taxes → Overview includes Income & tax picture and Payments panels for its selected scenario.
Income & tax picture lists gross income, adjusted gross income, federal taxable income, and total modeled tax, with a federal, state, and payroll tax mix. Payments lists federal withholding, state withholding, estimated payments, and total payments; prior-year overpayment appears when its amount is positive.
Use Payments to check the entered payment amounts before interpreting a refund or balance due. These amounts are scenario inputs, not confirmation from a tax agency. For calculation drill-downs and refundable credits, see Tax Analysis: Reading a Tax Scenario's Results.
What should I check before relying on Tax Overview?
On Planning → Taxes → Overview, advisors should confirm that the selected scenario represents the client situation they intend to review.
Check tax year, filing status, state, household members, income, deductions, contributions, credits, withholding, and estimated payments. Open the scenario to identify manual overrides and compare imported amounts with source documents. An imported return supplies a starting point; it doesn't certify that a new calculation matches every filed-return line.
Household defaults are covered in Client Settings: Notes, Objective, Tax State, and Filing Status. Use Why Do Taxes Paid or Projected Taxes Look Unexpected? when a tax amount doesn't reconcile.
Kerdora estimates taxes for planning. State rules, AMT, charitable deductions, and several credits have simplified coverage. Verify material unsupported details with the client's tax professional before implementing a strategy.
Why can't I find the Tax Overview opportunity queue?
Planning → Taxes → Overview currently hides the opportunity queue and This year's plan builder. Advisors can't add, dismiss, restore, reorder, or save strategies through those hidden panels.
The hidden Opportunities panel contains Open, In plan, and Dismissed filters. Instructions that depend on those controls don't apply to Overview right now.
To review scenario planning flags, open a scenario, select Analysis, and use its Planning sections. When applicable, Analysis shows Items to review, a safe-harbor payment check, Roth bracket room, and room before key tax thresholds. These displays don't save a strategy or change the scenario.
Use saved scenarios to test an alternative and Compare to inspect its effect; Creating and Comparing Tax Scenarios gives the procedure. A scenario doesn't perform a contribution, conversion, trade, or tax payment. For an adopted recommendation, see Changes: Add, Review, and Share Recommendations; for implementation work, see Tasks: Create, Assign, and Track Client Work.
Where do I go when Tax Overview has no current scenario?
Planning → Taxes → Overview displays “No current tax scenario” when it has no calculated scenario to summarize. Its Tax returns panel can start a return import even in this state.
Select Upload return to upload a return PDF, or Existing PDF to choose a visible PDF already in the client's Documents. After you submit the file or document choice, Kerdora opens that return for processing and review. Importing a Client's Tax Return explains the remaining steps.
A filed return isn't required for tax planning. Creating and Comparing Tax Scenarios covers the scenario controls; contact Kerdora Support if an empty household has no available scenario controls.
What do the Calculators shortcuts on Tax Overview do?
Planning → Taxes → Overview has shortcuts to the Payroll Annualizer and the selected scenario’s Roth conversion analysis.
Select Paystub Analyzer to open the Payroll Annualizer. It works without an available tax scenario; The Payroll Annualizer: Estimating Annual Wages from a Paystub explains how to review annualized amounts before entering them into a scenario.
Select Roth Conversion to open the selected scenario’s Roth conversion section in Analysis when it has applicable bracket room. Otherwise, the shortcut opens Inputs. This shortcut requires a scenario and doesn't create a conversion automatically.
How can I explain Tax Overview results to a client?
Planning → Taxes → Overview is part of advisor navigation; the standard client portal menu doesn't list Taxes. Clients can receive tax results through a visible Guide containing tax components.
A tax Guide component can follow a main scenario or a specifically selected scenario, so advisors should check which scenario supplies each component before sharing. Merely switching the scenario displayed on Overview doesn't select a different scenario for a Guide.
Use a reviewed Client report or Guide with an explanation of assumptions and next actions. Your First Guide: A Walkthrough covers Guide visibility and delivery.
For the Tax summary page under Financials, see The Financials Tab. Neither an advisor nor a client files a tax return through Tax Overview.