The simulator lets you test different scenarios for yourself and your clients given their current tax situation.
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When you first go into the simulator it will populate with the clients current info from the business and personal summaries.
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There are several tabs you can click into and modify based on what you want to test.
- Once you have made your modifications you will see at the bottom your changes are being tracked. Next you want to create a title for your simulation and click "Save Current Simulation".
- Now you should see your saved simulation in the list, next you want to click on "Comparison"
- Click and hold the simulation you want to see a comparison for and drag it to where it says "Drop Saved Simulation"
- Now you will see a comparison between the current projection and the simulation.