The simulator lets you test different scenarios for yourself and your clients given their current tax situation.
When you first go into the simulator it will populate with the clients current info from the business and personal summaries.
There are several tabs you can click into and modify based on what you want to test.
3. Once you have made your modifications you will see at the bottom your changes are being tracked. Next you want to create a title for your simulation and click "Save Current Simulation".
4. Now you should see your saved simulation in the list, next you want to click on "Comparison"
5. Click and hold the simulation you want to see a comparison for and drag it to where it says "Drop Saved Simulation"
6. Now you will see a comparison between the current projection and the simulation.