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Can I create a scenario without uploading a return?

Yes! Standalone scenarios allow you to create scenarios without first uploading a return. 

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

 

On the individual client's household page, scroll to the Scenario Analyses section on the left navigation menu outlined below. Then, click "Create Analysis" and title your Standalone Scenario (e.g., "Prospect Projections" as seen in the example below).


 





Standalone scenarios are available to all users who are on household-based pricing, as well as Premium subscribers who have yet to transition from upload-based pricing.