What client data is needed to use Tax Clarity?

You'll need the client's tax information to use the software.

Tax Clarity allows you to quickly identify sub-optimal tax situations and show clients how to make retirement decisions in the most tax-efficient way. Enter information from the client's tax return and the following forms into Tax Clarity to generate a report.

Tip: Use the Tax Clarity intake form to make data entry a breeze. 

  • Form 1040:   Individual Income Tax Return  
  • Schedule 1:    Additional Income and Adjustments to Income 
  • Schedule D:   Capital Gains 
  • Schedule SE: Self Employment (If applicable) 
  • Schedule A:    Itemized deductions 

Tax Clarity displays all forms and lines needed above each data field. On occasion, the summation of multiple lines is necessary and is denoted by a (?) next to the data field.