Dave B
Level 2

Here are a few observations/suggestions/questions:

  • The state savings should be reflected separately in the presentation report
  • The audit risk should also be reflected in the presentation report 
  • The presentation report should also include the spouse's name in the case of MFJ. It only shows the main taxpayer's name.
  • The program picked up the same insight multiple times for one tax plan
  • How is the employer match being calculated? There is no formula to view.
  • Why is the employer match from a taxpayer's employer reflected as a tax saving?
  • The color choices for the presentation report should be expanded. It's currently very limited
  • The logo is too small
  • There should be a built-in function to present a tax liability projection
0 Cheers