How do I access the What If? Planner?

The What If? Planner lets you forecast next year's tax bill. To access the planner, follow these steps:

  1. Open your individual tax return (SA100).
  2. ​Click on WhatIf Planner from the left hand menu. 

If you have purchased the What If? add on product and this option isn't available, check the following:



Article ID: 2156
Last updated: 25 Oct, 2022
Revision: 8
Tax Return Production -> How do I access the What If? Planner?
https://kb.taxcalc.com/index.php?View=entry&EntryID=2156