Do I need to upload a client's tax returns to use the Tax Analyzer?

Why is my upload status "Needs review" or "Unrecognized"?"

Are 2025 tax returns supported?

What is the difference between the "original" and "alternative" scenario?

What do the color-coded dots in the Thresholds tab mean?

How can I model some common tax planning scenarios in the Action Items?

Does the Tax Analyzer interact with the Retirement Analysis?

The Tax Analyzer is a standalone module, and will not interact with the Retirement Analysis or any other planning module in RightCapital. The Tax Strategy item within the Retirement > Analysis > Action Items will only import action items from the Tax > Tax Strategies tab.

For additional assistance within RightCapital please contact our Support team.

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