Uses confirmed facts
It starts with the TaxLine fact set and leaves missing information open.
Financial Connect TechnologiesStart the sandbox Substantiq Tax · Available
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
See TaxView in the work.
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: Screens use synthetic demonstration data. A capture is not proof of production readiness or a correct accounting conclusion. Sources, open issues and reviewer approval remain part of the work.
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.
Private deployment per organization. Product access and setup are confirmed separately.
Confirmed facts
Start from facts that have already been confirmed rather than introducing unreviewed assumptions.
Deterministic baseline
Keep the current-law calculation as the baseline for comparison.
Scenario comparison
Compare planning scenarios separately so they do not replace the baseline.
Release controls
Retain open review issues and release status alongside the proposed scenarios.
Available
Start free trial Start a 14-day free trial for your organization.
$199 per seat per month after the trial. Annual plans cost ten months. See all prices.