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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
- Go to theReviewtab.
- Select the2 year comparisontab.
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.
This article applies to:
- Product: CoCounsel
- Audiences: Tax professionals