# Tax Planner best practices

## How to Open Tax Planner

To begin, access the **Home screen** (top icon) and select your desired client, then choose **"Start Planner."**

![Screenshot 2026-03-03 at 13.18.59.png](https://assets.usepylon.com/7b79f042-f851-4ed8-9ff4-05f028f7aad4%2F1772540475819-Screenshot2026-03-03at13.18.59.png?Expires=253370764800\&Signature=H3YDbyIH-58PM3XnnZa51bivbZsUgoEAyD1zsdanddy9AodGuIVH1xIyicTFE9C8-NNE1Qpa2Zi-vDinH1PrZ3O5tx4I4qIFGYKdf9M5b7Ly-lZO~iOA1e2QNE055~f62Y8ymgymKfDSFTAtcQhm8v5-94qb8ShJ3dWkYnkTfMWNCupSeunbCWobRhgPYTALcbee4XBFba0gNkIInWuhRGyU~6xLZcn~jUgv54wg-VZ74jMCV-aM8DNGDIIh9rVREr2sj--QjnPOMV5BYc6PFZ-ny4dBx91GAoaNH-2QVRgfZAePfohrCmh2LcIF7GAuDq6BYh2SPaHN3KVJJckLaw__\&Key-Pair-Id=K3NV4LZ47N8M46)

**If previously processed:** All source documents, current year tax return, and prior year return are already present. Select **"Send all to tax planner."**

**If using as standalone:** Create a new client and upload all source documents from current year, current year return, and prior year return. Click **"Send to AI Advisor"**.

![Screenshot 2026-03-03 at 13.24.13.png](https://assets.usepylon.com/7b79f042-f851-4ed8-9ff4-05f028f7aad4%2F1772540693022-Screenshot2026-03-03at13.24.13.png?Expires=253370764800\&Signature=NUIjY7-RHod6193zzSs7WE7IaHYIp3cN2JNyRUySsX4E0~cjP0XUSaJF~v5TLbiPeExgulbYLadXXFUg6eUuczQv-NhtkZF6~DgBz~mepcXqMWO-v0H~qe8uMKIAuYUaf3~N-~XVVh4D8qOO5oVFTwLxUgn4DIehjrX8gYhevFJllO8TjiCgT8pXgGqeJkZcBn-SKG4Ks35O71b~nKv8vGJYUpwsFafVPiVbcnBfvGP42AOhtPTOln44zgFOS0a3wxuSsCff4n4W0pOCyiOuWRmxUmPZr2aztvw8hwsL2GvMrseBK330jLPK4W00VNpKiXXu4wSgTE3rBM~uuYudyA__\&Key-Pair-Id=K3NV4LZ47N8M46)

A confirmation message will appear requesting verification that the prior year return has been uploaded. Confirm to begin processing, which takes 5-10 minutes. Once complete, click **"Open Planner"**.

![Screenshot 2026-03-03 at 13.26.31.png](https://assets.usepylon.com/7b79f042-f851-4ed8-9ff4-05f028f7aad4%2F1772540892483-Screenshot2026-03-03at13.26.31.png?Expires=253370764800\&Signature=CZJiA40S2KWaMFG-hiwgN66~d4cTTDtW3Vfxl~V6J-efVkpA2P-T5FhH87GExGTbGLB8JDYPdfigGe5kRcv47Q4AUYCur4IoR7HA05iN5PzrSaAeQfOXqAkbZjcv0Kb7sAUk1XAhqg~1V3cz08MrRzxa633ePpMLwczF3oXQ4jnKs1nKOfWnePod3XBT1QHL~u-2rb-EEYq7u289t-d2QYf-Pe01CWoD0G-wJ0iYeQc2VdPjQElKnGRrjisJxDaDhHFJjriZzo5sXVtH9dtfblIGnh9wRVfGTILqe0UBl7XO2fwmGauveHebxf9PO5JlxJTz9EyNwDjMIzUf0oA6Tg__\&Key-Pair-Id=K3NV4LZ47N8M46)

## Selecting Strategies

The planner displays strategy categories that can be expanded to view options. Scroll to see all available strategies.

![Screenshot 2026-03-03 at 13.29.55.png](https://assets.usepylon.com/7b79f042-f851-4ed8-9ff4-05f028f7aad4%2F1772541154798-Screenshot2026-03-03at13.29.55.png?Expires=253370764800\&Signature=jbKc4NucGrHpDbtYY9kuHqqfS2y1WRQdN3EKJjPLYjpygqM2Z~PvmeXd5~V-8jsEKQ71IlBtIEktxbRu~HCPyynXjMaxRJsmWgFU4bdVs-8L~4wrLjiXBWive6CMlnbMFODGSg-Tej4x7v4Zi19O~gLjV3Mg6v5tPH0IqQitidm2DwOp~Q6NmtvzaYvyTVRvUhVLl9fHAeE-dzQsWA6ozBgXuILs9KE-U1dOnn7JhtCghUds1oN99hOpdgD3WGT9WwMkTU~B4jM8nivvajxGsjAaZWlaHbKfiLhG7~ZMYRyc~ZPU5FllbvwWjycFA5RYyo3GKY69zqvVC5ItEsCG~Q__\&Key-Pair-Id=K3NV4LZ47N8M46)

For applicable strategies, select **"Add to plan"**. The right panel displays selected strategies and their source context.

![Screenshot 2026-03-03 at 13.30.27.png](https://assets.usepylon.com/7b79f042-f851-4ed8-9ff4-05f028f7aad4%2F1772541262148-Screenshot2026-03-03at13.30.27.png?Expires=253370764800\&Signature=ODblutbo7nP8CMSZDpHI5INMY4toTYICBEXZ0xp4NOPxgIZX8l08cE4rF~JxlRvLX1UmxBWvX5AT2Lu2PrZ3O5tx4I4qIFGYKdf9M5b7Ly-lZO~iOA1e2QNE055~f62Y8ymgymKfDSFTAtcQhm8v5-94qb8ShJ3dWkYnkTfMWNCupSeunbCWobRhgPYTALcbee4XBFba0gNkIInWuhRGyU~6xLZcn~jUgv54wg-VZ74jMCV-aM8DNGDIIh9rVREr2sj--QjnPOMV5BYc6PFZ-ny4dBx91GAoaNH-2QVRgfZAePfohrCmh2LcIF7GAuDq6BYh2SPaHN3KVJJckLaw__\&Key-Pair-Id=K3NV4LZ47N8M46)

## Generating Reports

Once you've selected applicable strategies, click **"Generate Report"**. Choose from PDF, PowerPoint, or Word document formats. PowerPoint can be customized with your firm's logo.

## Customization Options

The planner is fully customizable. Click the Customize icon to access:

![Screenshot 2026-03-03 at 13.56.41.png](https://assets.usepylon.com/7b79f042-f851-4ed8-9ff4-05f028f7aad4%2F1772542698364-Screenshot2026-03-03at13.56.41.png?Expires=253370764800\&Signature=IUrnEih3BH0p3RwPfDbEVKHqt0~tsdAqumrUGmtdXU3KQXrrn43ihWfsHWj5i25HfivghOPYce~mGBM1AZcjSmO1W7B0of4oYfcIDW4unPjQ-toPUh8LjjKSGvNsSv1Wktxk7O7tl-aF9RKGDk3wALW~AXyX3V0pVYHP9C3Lp3jYRsCQX8mOAwJUaAbShibua4JR5C7GKj33nA1z-0x0eEPmRBK0DTBsfqHV-ZqHozDjIvYUoBzWivXaSfdOeI3qdR1fsMwbvj48x-w9vo8T~wFtsjka6Dr2sxoQ9FV2W-2InKZmFo26XvQYTjj8oysggAemtierxphVYNUVijoMSA__\&Key-Pair-Id=K3NV4LZ47N8M46)

Available options include:

* **Add your own strategy** - Insert existing client strategies into the plan
* **Re-analyze with new documents** - Upload additional documents for strategy generation
* **Brand your output** - Customize once for all future PowerPoint presentations

![Screenshot 2026-03-03 at 13.57.11.png](https://assets.usepylon.com/7b79f042-f851-4ed8-9ff4-05f028f7aad4%2F1772542788401-Screenshot2026-03-03at13.57.11.png?Expires=253370764800\&Signature=p4cvZI8GAsPb9W1cvUjMCrHgP5rzBOW6UBnCoVSw0uc0E4FBvux7wvQoa2ZqGaVFMej1NwasAtv6b4TdH6vJNKUfxrTGM~FtDVRuUhlLG315LklEQBOGFjZdI~SGPKIa0K74Zeq~6jPli1nt~eJdNaIN0-MeCE75q8g9~qqohbliSfkX75mhtBz2z4aATkl48qJo9XaPxN-7zg-mhvsspgEKOKkyPw0LeSzrtTMMCE7aR6h7s3U0xzSIguKjwMKNm2NBHE6WPI2dlzvlU~y0ga~Ddv4oD-JcOML1989NPLuoUGWmX3aELt5-gCwuxcPEaLMl-EBfe6BLFhZwcgG30g__\&Key-Pair-Id=K3NV4LZ47N8M46)

## Using the Tax Planning Assistant

The Tax Planning Assistant is an integrated chat interface within Tax Planner. Query capabilities include client-specific questions grounded in actual returns and source documents. There are no usage limits - ask unlimited questions.

![Screenshot 2026-03-06 at 12.51.42 PM](https://assets.usepylon.com/7b79f042-f851-4ed8-9ff4-05f028f7aad4%2F1772797960346-Screenshot2026-03-06at12.51.42PM.png?Expires=253370764800\&Signature=e-mB3tQHXYi9KmVVR6-Kl6HwGQAT~b3l09H7BQsrlqY1qtqqRFnrQwQbept9aqEf4le477H~X3qRoZFmvesCHVOfvjc6123osxnpY~TSab8XrnHvlpmsJ0dc23QdB6JoXb5W6pVss8YOVqs6sLFVajWBNfXiIAa0xOMF0GXKKESO2qRhNS2n8lyvo5G16hJRGLT5rV2lTpe6XUWnhVmRtJ~7KtIY6GSUNiBCJPJHdrRNozSI62In2JzmzAzdJVxhDJFxGVSSpCNh5SvPfsHMhxb96rxd~zYODeuJUhNqdihEUjHlUH2aqGq1ZMx~nvFQA11QJdN39n7THVaq6nZiIw__\&Key-Pair-Id=K3NV4LZ47N8M46)

### How to Use It

Open the chat panel during an active Tax Planner session. Type questions naturally as you would with a colleague. Use the @ symbol to reference specific strategies surfaced for the client and ask follow-up questions.

### What to Ask

The assistant performs optimally when treated as a knowledgeable colleague familiar with the complete file. Effective question examples include:

* "What's driving the QBI deduction limitation for this client?"
* "If they make a $30,000 Roth conversion this year, does that push them into a higher IRMAA bracket?"
* "Are there any passive loss carryovers we haven't accounted for yet?"
* "Walk me through why the SEP contribution strategy was flagged."
* "What documents support the rental depreciation recommendation?"
* "@Cost Segregation Strategy - what would the client need to provide to move forward on this?"

The assistant does not generate generic tax advice - responses are specific to the client's numbers, documents, and situation. Cited figures originate from the actual return.

## Managing Documents

If you uploaded an unintended document before running the planner, click **"Re-trigger"** to return to the document page. **Uncheck unwanted documents** and click **"Send to AI Advisor"** to reprocess.

![Screenshot 2026-03-03 at 14.03.27.png](https://assets.usepylon.com/7b79f042-f851-4ed8-9ff4-05f028f7aad4%2F1772543221976-Screenshot2026-03-03at14.03.27.png?Expires=253370764800\&Signature=PtKl0mkeOfO8SyA5thRFLTrxA35ElZC0SYRR0jLXK414yel197xxyWiVxmFV2W-2InKZmFo26XvQYTjj8oysggAemtierxphVYNUVijoMSA__\&Key-Pair-Id=K3NV4LZ47N8M46)

***

Legacy URL: <https://support.filed.com/articles/6675600245-tax-planner-best-practices>


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
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```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.