Professional Tools Help

Comprehensive guide for using professional tax analysis tools

Getting Started

Batch Calculator

Process multiple clients simultaneously:

  1. Navigate to the Batch Calculator
  2. Add client information for each taxpayer
  3. Click "Process Batch" to calculate all results
  4. Download comprehensive reports in PDF or Excel format
Client Comparison

Compare tax scenarios between clients:

  1. Go to Client Comparison tool
  2. Enter information for multiple clients
  3. Click "Compare Clients" to see side-by-side analysis
  4. Identify optimization opportunities for each client
Professional Reports

Generate client-ready documentation:

  • PDF Reports: Professional-quality reports for client presentations
  • Excel Exports: Detailed spreadsheets for further analysis
  • CSV Data: Raw data for import into other systems
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