Uses confirmed facts
It starts with the TaxLine fact set and leaves missing information open.
Financial Connect TechnologiesStart the sandbox Substantiq Tax · Early Access
Compare tax planning ideas against a solid baseline.
TaxView starts with confirmed facts and a current-law calculation. It then compares planning ideas without mixing them into the baseline.
How it works
Where TaxView does the thinking.
TaxView starts with the facts confirmed in TaxLine. It calculates the current position, checks which rules may apply and shows what information is still needed for each planning idea.
Calculates the baseline
It records the current-law result, rule version and assumptions before testing alternatives.
Keeps scenarios separate
Planning ideas are ranked and compared without changing the approved baseline.
One important limit: The software helps organize and check the work. It does not make an answer correct on its own. Sources, open issues and approval status stay visible.
Governed tax planning
TaxView
TaxView starts with confirmed facts and a current-law calculation. It then compares planning ideas without mixing them into the baseline.
Confirmed facts
It starts with the TaxLine fact set and leaves missing information open.
Deterministic baseline
It records the current-law result, rule version and assumptions before testing alternatives.
Scenario comparison
Planning ideas are ranked and compared without changing the approved baseline.
Release controls
It starts with the TaxLine fact set and leaves missing information open.
Early Access
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