Tax Planning Dashboard
Outcome Contract
Outcome Contract — Tax Planning Dashboard
Contract ID: OUT-2026-TAX-PLAN-DASH Customer Outcome: Dynamic year-round tax planning dashboard for advisory clients
Success Criteria
| ID | Criterion | Verification |
|---|---|---|
| SC-1 | Runnable dashboard with editable inputs | V-1 API health + manual smoke test |
| SC-2 | Multiple filing statuses supported | V-2 |
| SC-3 | Income changes update projections | V-3 |
| SC-4 | Withholding changes affect due/refund | V-4 |
| SC-5 | Each strategy produces savings calculation | V-5 |
| SC-6 | Before/after strategy comparison | V-6 |
| SC-7 | Moderate-income scenario | V-7 |
| SC-8 | High-income scenario | V-8 |
| SC-9 | Traceable bracket calculations | V-9 |
| SC-10 | Tax year and sources documented | V-10 + tax-bracket-sources.md |
| SC-11 | Disclaimers visible to clients | V-11 |
In Scope
- Input fields: business income, W-2, spouse income, withholdings, filing status, state, dependents, estimates, expenses, retirement, health/HSA, other deductions/credits
- Calculations: federal/state taxable income, federal/state/SE tax, total liability, paid amounts, due/refund, effective and marginal rates
- Strategy module: Augusta Rule, pay children, S-corp salary, retirement, accountable plan, health/HSA, custom
- Views: executive summary, tax position, due/refund, strategies, before/after, quarterly, client guide
- Professional dashboard design with charts and cards
- Assumptions file, tax source documentation, user guide, verification report, delivery note
Out of Scope
- Tax return preparation or e-file
- Full state tax engine for all 50 states
- QBI, AMT, NIIT modeling
- Itemized deduction worksheet
- Multi-year carryforward tracking
- CRM / practice management integration
Acceptance
Customer accepts delivery when verification report shows all MUST_PASS scenarios passing and dashboard is runnable per run-deploy-instructions.md.