FForge Outcome Delivery
Tax Planning Dashboard

Customer Walkthrough

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Customer Walkthrough — Tax Planning Dashboard

Follow these steps to replay the delivered outcome.

Step 1 — Launch

cd delivery-package/tax-planning-dashboard/app
node server.js

Open http://localhost:3848

Step 2 — Review Default Client

The sample client shows a married-filing-jointly California household with business + W-2 income. Note the executive summary KPIs and disclaimer.

Step 3 — Edit Inputs

  1. Click Edit Inputs
  2. Change Business income from $180,000 to $220,000
  3. Observe Total Tax Liability increase on Executive Summary
  4. Set Filing status to Single — note marginal rate change

Step 4 — Explore Strategies

  1. Open Strategy Savings
  2. Review Augusta Rule, Pay Children, and S-Corp cards
  3. Note assumptions and risk/documentation bullets on each card

Step 5 — Before vs After

  1. Open Before vs After
  2. Confirm total tax decreases when strategies are applied
  3. Read the savings banner at bottom

Step 6 — Quarterly View

  1. Open Quarterly Planning
  2. Review cumulative paid vs target pace chart
  3. Check status badges per quarter

Step 7 — Moderate Client Scenario

  1. Edit Inputs → click Reset Sample
  2. Set: Business $95,000, W-2 $72,000, Single, Texas, 1 dependent
  3. Confirm reasonable effective rate (~15–25% range)

Step 8 — Run Verification

node delivery-package/tax-planning-dashboard/scripts/run-verification.mjs

Confirm certified status in verification-report.md.

Step 9 — Review Documentation

  • tax-bracket-sources.md — bracket sources and tax year
  • assumptions.json — modeling assumptions
  • DELIVERY-NOTE.md — production-ready vs CPA review items

Reminder: All figures are estimates. Review with your CPA before client reliance.