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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:

  • Close and reopen TaxCalc to update your licence.
  • Go to Help > Check for Updates.