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Standalone Scenarios

Yes! Standalone scenarios allow users 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, 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 the scenario (e.g., "Prospect Projections" as seen in the example below).