Prepare and review a tax-plan draft

1. Choose Tax Plan and the intake source

Open the tool selector at the top left and choose Tax Plan. In the editor, select Use Intake Form. Choose Continue from Previously Saved Form for an existing intake, or Start from a Blank Form for new work. Check the client and the intended planning period before reusing saved information.

The blank entry area includes Tax Plan Name, Client Full Name and Client Email. Give the plan a name you can recognize later. Confirm the recipient before using Send to Customer; selecting a blank form alone does not send it. Upload Documents is marked Coming Soon in this example.

Start with the right tool.

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Choose the intake you mean to use.

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2. Prepare the eight subject groups

Gather the facts below before the final review. These are subject groups, not the total number of screens in the intake.

Answer the question for the period it names. A prior-year amount, a current-year estimate and an account balance are different facts. Flag information that still needs confirmation rather than silently replacing it with a guess.

Prepare the facts in eight groups.

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3. Use Final Review to correct the inputs

At Final Review, read every group and use its Edit control to return to an item that needs correction. Check names, entity types, state, filing status and the periods attached to amounts before moving to strategy preferences.

Review related answers together. For example, the business described under ownership should agree with the income context you entered. Resolve an unexplained mismatch with the client or source records before relying on the draft. The captured review is a test example, not a recommended set of answers.

Correct the facts before moving on.

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4. Separate readiness from generation

The reviewed intake includes a Generate Tax Plan action. Before using it, confirm the input set is ready and review any access or cost terms presented for that action. Then inspect the actual resulting state.

A history item labeled Draft, especially one showing zero strategies, is still a draft. A design preview containing sample savings is also not evidence of a generated client plan. If generation fails or leaves an unexpected result, record the plan name, attempt time and exact message for support; avoid sending the entire client intake by default.

5. Review a report before sharing it

• Confirm client, period, preparer and entity details.
• Replace unresolved placeholders and remove choices that were never resolved.
• Reconcile the summary with the strategy-level amounts and assumptions.
• Read each proposed action, timing and supporting explanation.
• Check page references, branding and the complete exported document.

Use the report-review sequence below as an editorial checklist. Strategy eligibility and tax conclusions still need professional review of the actual client facts and applicable rules.

Review the detail behind the summary.

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Common questions