To begin creating scenarios follow these steps:

    1. Open a client’s return from File > Open/Create or by clicking the Open/Create toolbar button.
    2. Click Tax Planner on the Data Entry Menu toolbar to open the Tax Planner window.
    3. Click New on the Tax Planner toolbar and choose a tax year.
    4. In the Tax Planner Creation window, enter a name for the scenario and click OK. The columns of the scenario pane automatically fill with information from the client’s current return. Create as many scenarios as you like.



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