When planning for married clients who elect to file their taxes separately, it’s important to ensure that this tax status is accurately reflected in their Voyant plan. Here's how to do it:
Go to the Dashboard
Navigate to “Taxes & Other Financial Info”
Select “Married Filing Separately”
Under the Filing Status dropdown menu, change the selection from Married Filing Jointly to Married Filing Separately and click DONE to save.
⚠️ Note: This setting affects how income is taxed, how deductions are applied, and how tax projections are calculated for each individual. Once selected, the software will treat each client’s tax position separately for planning and reporting purposes.