Tax Planning Dashboard
Verification Report
Verification Report — Tax Planning Dashboard
Contract: OUT-2026-TAX-PLAN-DASH Build: tax-plan-dash-20260623 Tax Year: 2025 Verified: 2026-06-23T20:04:55.567Z Certified: YES
Summary
| Metric | Result |
|---|---|
| MUST_PASS | 10/10 |
| SHOULD_PASS | 1/1 |
Scenarios
| ID | Priority | Status | Maps to SC | Detail |
|---|---|---|---|---|
| V-1 | MUST_PASS | PASS | SC-1 | API health OK, taxYear=2025 |
| V-2 | MUST_PASS | PASS | SC-2 | All filing statuses compute: single=$30581, mfj=$20538, mfs=$30835, hoh=$24771 |
| V-3 | MUST_PASS | PASS | SC-3 | Low liability $6810 → High $182133 |
| V-4 | MUST_PASS | PASS | SC-4 | Remaining due: $31435 → $0 (or refund 36565) |
| V-5 | MUST_PASS | PASS | SC-5 | All 6 strategy modules produce savings rows |
| V-6 | MUST_PASS | PASS | SC-6 | Before $43435 → After $17310 (save $26125) |
| V-7 | MUST_PASS | PASS | SC-7 | Moderate: AGI $106810, effective 22.5%, liability $23992 |
| V-8 | MUST_PASS | PASS | SC-8 | High: AGI $732681, marginal 35%, liability $262818 |
| V-9 | MUST_PASS | PASS | SC-9 | $100,000 single taxable → federal tax $16914.00 (TY2025 brackets) |
| V-10 | MUST_PASS | PASS | SC-10 | Tax year 2025 documented via IRS Rev. Proc. 2024-40 |
| V-11 | SHOULD_PASS | PASS | SC-11 | Disclaimer present in index.html sidebar and client guide |