General Administration and Editing
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      3. General Administration and Editing

      Standalone Scenarios

      Premium subscribers can create scenarios without needing to upload a return.

      Standalone scenarios allow users to create a scenario for a client without having to first upload a return. 

      To create a standalone scenario, navigate to the client's Household page. If this is a new client, you'll need create the Household first by clicking the "Add Household" button. 


      On the client's household page, scroll to the Scenario Analysis section, which will include any previously generated Scenario Analysis pages.

      Click CREATE SCENARIO and type the name of your Standalone Scenario (e.g., "Prospect").