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This article applies to:

  • Product: CoCounsel
  • Audiences: Tax professionals

2-year comparison

The 2-year comparison feature provides a side-by-side view of the prior year and current year tax returns, making it easy to identify changes and anomalies. To view the 2-year comparison, upload the prior year's tax return.

Access the 2-year comparison

  1. Go to the
    Review
     tab.
  2. Select the
    2 year comparison
     tab.
You'll find
:
  • Side-by-side columns
    : Prior year and current year, if prior year tax return provided.
  • Key tax figures
    : Adjusted Gross Income, Total Tax, Amount Owed/Refund.
  • Percentage changes
    : Automatic calculation of year-over-year changes.
  • Line-by-line comparison
    : Detailed breakdown of income, deductions, credits, and taxes.
Benefits
:
  • Spot significant changes quickly.
  • Identify potential errors or missing information.
  • Provide context for client conversations.
  • Ensure consistency and accuracy.