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1. Switch to Tax Analyzer
Open the tool selector and choose Tax Analyzer, then select Get Started. The intake opens at Basic Context, labeled Step 1 of 8.
Begin with the intended client and analysis period. The entry describes an estimate-oriented review that can use ranges. That does not remove the need to distinguish known facts from estimates or to confirm information before professional use.
2. Complete Basic Context deliberately
The first section marks Client Full Name, Client Age, Tax Year, Filing Status and State as required. Email Address and Phone Number are labeled optional.
Read the selected tax year instead of accepting it automatically. In the captured example it is 2026; choose the year you intend to analyze. Check the filing status and residence state against that same period. Optional contact details should be added only when they serve the intended workflow.
3. Use Help and Notes to resolve questions
Open Help for the section. The panel offers Guide, AI Assistant and Notes. Guide includes field explanations and Ask UNK entries. Read the explanation in the context of the field before changing an answer.
Notes offers an Add Note dialog with a 1,000-character limit. Use a concise note for the question or assumption that needs follow-up, then review it before adding it. A note is separate from the actual field answer; it does not correct the input for you.
Confirm which tax year the income range describes before continuing. The client’s current estimate and prior-year records may cover different periods.
4. Read the example report from context to conclusions
Start with the client and period, then the summary range, strategy details and proposed next steps. Check that each part refers to the same scenario. The supplied report image below is a sample document used to explain this review sequence, not proof of a result generated from the intake pictured here.
A three-year projection depends on assumptions about later years. It is not three years of realized savings. Likewise, strategy ranges may depend on each other; do not add them as independent benefits unless the analysis explicitly supports that treatment.
5. Keep an issue list before using the result
- Context: wrong year, filing status, state or unresolved input.
- Amounts: a summary that does not reconcile with its detail or mixes periods.
- Assumptions: overlap, eligibility or projected circumstances not explained.
- Wording: placeholders or claims that exceed the available facts.
- Next steps: an action without a clear owner or review requirement.
Resolve these issues before presenting the output as client-ready. If the tool fails, give support the tool name, section, action and exact error. Keep client-specific records in their appropriate channel.
Common questions
Are phone and email required on the first screen?
No. They are labeled optional in Basic Context. The required markers appear on name, age, tax year, filing status and state.
Does adding a note update the intake answer?
Treat notes and field values separately. Review the actual answer after resolving the issue described in a note.
Can I add every strategy range to estimate total savings?
Not without checking the assumptions and whether strategies overlap. Read the summary and detail together; a displayed range is not a guarantee.
Is the supplied report the result of the pictured intake?
No. It is a separately supplied sample document. The blank Basic Context screen and sample report do not form a verified end-to-end generation flow.
Learn more
Prepare and review a tax-plan draft
Prepare intake facts, correct Final Review and distinguish drafts from reviewed reports.
Read guide
Preview report branding and check downloads
Set readable branding and distinguish a design preview from the exported client file.
Read guide
Use the community and report concerns
Search discussions, prepare a focused thread and handle concerns without exposing client details.
Read guide