Advisor Edition · Tax Year 2025

The Federal Tax Ledger

Section III · Roster

Saved Clients

All scenarios are stored locally on this device using browser storage (IndexedDB). Export to JSON for backup or to move between machines. No data leaves your computer.

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Start building your roster

Open the Tax Ledger, fill in Section 0 (Client) plus the income/deduction sections, then click Save in the masthead. Each saved scenario will appear here.

Storage is per-browser-profile per-device. If you clear browser data, you'll lose unbacked-up records — export periodically. The JSON file is fully portable: import it on another machine to recover the entire roster.