Use current tax return data to forecast next year’s liability, test different scenarios and give clients clearer answers before the next deadline arrives.
From £85 per year
What If? Planner helps practices move from “here is what happened” to “here is what might happen next”, using the data already in the tax return.
Start with current SA100 data, apply next year’s rules and create a baseline view of the client’s likely liability.
Adjust income or other figures to explore outcomes without changing, submitting or interfering with the live return.
Identify where payments on account may need attention and help clients prepare for future tax bills with more confidence.
The best planning moments often happen straight after a return is prepared. WhatIF Planner helps your team turn completed tax data into practical forecasts, clear scenarios and more useful client advice.
Generate a forecast for the following tax year using current return data, so clients can see what may be coming before it becomes urgent.
Forecast next year’s tax liability from current data
Apply updated tax rules to existing return information
Give clients earlier visibility of what they may owe
What If? Planner sits inside Tax Return Production, using live SA100 data as the starting point for future calculations.
This means you can move straight from completing a return to exploring next year’s position, without rekeying data or switching tools.
If you need help using the planner or interpreting projected tax results, our UK-based support team is available to provide practical guidance.
Liam McHugh, Managing Partner at Steve Pye & Co, knew his firm needed a change. With offices in Norwich and King’s Lynn, a team of 35 staff, and 2,200 clients, the firm had outgrown its previous software. One of the elements it benefited from was TaxCalc’s Charities module. Liam says: "Having previously used IRIS (for charity accounts) and then switched to Excel spreadsheets and Word documents, the module is significantly quicker than IRIS and a lot more flexible, especially when it comes to the layout and detail which can be included in the report of the trustees. It's also really easy to set up and maintain the different funds which a charity can hold."
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