Comment
New Member

You should be able to print the Review Plan tab as a report so that client can see the various scenarios and tax savings for each in the same columnar format.

In other words, currently they just have to trust that the PDF client package which just has the net overall tax savings is correct. Instead you can show them the numbers in how you arrive at the tax savings amount in the client report.

Many tax planning softwares offer a scenario columnar report like this.