The current Planning → Taxes → Plan page lets an advisor select a tax scenario, review the household’s modeled tax position, open the scenario, compare scenarios, review tax returns, and open tax calculators. The opportunity queue and This year’s plan strategy builder are currently hidden, so an advisor cannot add, dismiss, restore, reorder, or convert Tax Plan opportunities from this page right now.
Use Scenarios and Compare to model a tax strategy while those Tax Plan controls are unavailable. Record an adopted recommendation in Planning → Changes and put implementation work in Tasks.
What can I do on Tax Plan right now?
Open a client and choose Planning → Taxes → Plan. When the client has a calculated tax scenario, the page shows:
a base-scenario selector when more than one scenario exists;
the scenario’s tax year and filing status;
Compare scenarios;
Open current scenario;
base total tax and current rate information;
informational counts for Open, In plan, and Dismissed tax opportunities;
imported tax returns;
shortcuts to Paystub Analyzer and Roth Conversion; and
detailed tax-analysis panels.
The Open, In plan, and Dismissed counts can still appear, but the underlying queue and its action controls are not available in the current dev build. Treat those counts as informational.
If the client has no calculated scenario, Tax Plan shows No current tax scenario. Open Planning → Taxes → Scenarios to create, import, or finish a scenario first.
What should I check before using Tax Plan?
Tax Plan reads the selected scenario and the household facts available for that tax year. Before relying on its metrics or comparing alternatives, confirm:
the correct client, scenario, and tax year;
filing status, state, household members, and dependents;
wages, self-employment, investment, retirement, rental, and business income;
account contributions, deductions, Giving, credits, withholding, and estimated payments;
imported return data and other source documents; and
material issues shown in Office → Plan Cleanup.
A filed tax return is not required to create a scenario. When a return is available, compare material inputs with the source before treating the scenario as the baseline.
How do I select and inspect the Tax Plan base scenario?
If the client has more than one scenario, use the scenario selector near the top of Planning → Taxes → Plan. Confirm the scenario name, tax year, and filing status before relying on the metrics.
Choose Open current scenario to review or correct its Inputs and Advisor Analysis. Choose Compare scenarios to place genuine alternatives side by side.
Selecting a different scenario changes the current-position metrics and opportunity counts shown on Tax Plan. It does not merge the selected scenario into Profile or change another saved scenario.
Which Tax Plan controls are temporarily unavailable?
The current Tax Plan page does not expose these former workflow controls:
the expandable opportunity queue;
Open, In plan, and Dismissed filters;
Add to plan, Dismiss, and Restore;
modeled-amount editing and plan ordering;
Include in client report on an opportunity;
the interactive This year’s plan stack;
Save as scenario from that stack; and
Create changes from that stack.
Do not follow an older article or training video that tells an advisor to use one of those controls. They are not actionable in the current page.
How do I model a tax strategy while the Tax Plan queue is hidden?
Use separate scenarios so the baseline remains intact:
Open Planning → Taxes → Scenarios.
Select and verify the baseline scenario.
Use the + menu and choose Copy current scenario.
Rename the copy for the strategy and tax year, such as 2026 Roth Conversion.
Change only the inputs that define the alternative.
Review Advisor Analysis for the copied scenario.
Open Compare and place the baseline and alternative side by side.
Confirm the tax year, filing status, state, income, deductions, payments, and strategy amount before using the result.
If the strategy is adopted, add a client-ready recommendation under Planning → Changes.
Add Tasks for document collection, CPA review, elections, contributions, withholding, estimated payments, or other implementation work.
A scenario models an alternative. It does not execute a conversion, contribution, election, payment, trade, or filing.
How should I interpret the Tax Plan metrics?
Tax Plan can show base total tax, planned tax change, Open/In plan/Dismissed counts, all-in effective rate, federal marginal rate, combined marginal rate, and a safe-harbor target when available.
Because the strategy builder is hidden, do not assume a displayed planned-tax-change amount represents a strategy that can currently be reviewed or edited from Tax Plan. Open the applicable saved scenario and use Compare to verify a modeled alternative.
Tax calculations depend on the selected scenario’s year and inputs. Check filing status, state, household members, income timing, deductions, credits, withholding, estimated payments, imported return data, and manual overrides when a result looks wrong.
What should I do when the Tax Plan result looks wrong?
Confirm the selected scenario, tax year, and filing status on Planning → Taxes → Plan.
Choose Open current scenario and review its Inputs and Advisor Analysis.
Check household income timing, deductions, contributions, payments, and imported tax facts.
Open Office → Plan Cleanup and resolve applicable tax-data findings.
Return to Tax Plan and use Compare scenarios to isolate the changed assumption.
If the issue remains reproducible, contact Kerdora Support with the household, scenario name, tax year, expected result, visible result, and approximate time of the issue. Do not include sensitive client data that Support did not request.
What can clients see from Tax Plan?
Clients do not receive the advisor’s Tax Plan page, scenario controls, returns list, calculators, or opportunity counts in the portal.
Use a reviewed Client Report, applicable Guide component, or client-ready Change to explain a tax conclusion. Include the modeled scenario, important assumptions, limitations, professional coordination, and next action.
Kerdora supports tax planning and comparison. It does not prepare or file a tax return, guarantee tax savings, or replace professional tax advice.