• New – Click New to begin new scenarios for different tax years, or to plan a new scenario based on a previous scenario
    • Open – Click Open to open data entry screens to set up various scenarios, or to open the client’s original return
    • Remove – Select a scenario from the scenario pane and click Remove to delete the scenario.
    • Compare – Select up to three scenarios and click Compare to compare them to the client’s current tax situation based on the original return.
    • Help – Click Help to get explanations and direction for using the planner.
    • Video Tutorial – Click Video Tutorial to access an instructional video on the Drake Support website.
    • Exit – Click Exit to close the planner and return to the Data Entry Menu.


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