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Multiple Tax Returns in Scenario Analysis

Use the "Load Tax Return (Read Only)" option when adding a new scenario within your Scenario Analysis to add an uploaded tax return to any analysis.

Often, advisors may want to model multiple years of tax planning with a client, which can include prior tax returns. Add any previously uploaded tax return as a read-only and uneditable scenario)from that client's household to Scenario Analysis by clicking + Add A Scenario andselecting Load Tax Return (Read Only).

The list of previously uploaded returns to that client's household is then shown. 


To work with the newly uploaded 2025 Tax Return alongside the previously uploaded tax returns, simply load multiple returns and model them side-by-side within Scenario Analysis, as shown below: 




Hovering over the spot between two scenario titles reveals the triangle delta button. By clicking that triangle, you can see the change between any two adjacent scenarios, as explained in our article below.

Scenario Analysis Comparison Tool