Question
A few observations/suggestions/questions
Here are a few observations/suggestions/questions:
- The state savings should be reflected separately in the presentation report
- The audit risk should also be reflected in the presentation report
- The presentation report should also include the spouse's name in the case of MFJ. It only shows the main taxpayer's name.
- The program picked up the same insight multiple times for one tax plan
- How is the employer match being calculated? There is no formula to view.
- Why is the employer match from a taxpayer's employer reflected as a tax saving?
- The color choices for the presentation report should be expanded. It's currently very limited
- The logo is too small
- There should be a built-in function to present a tax liability projection
