Feature requests

A customizable tax planning questionnaire that the firm can send out to get answers to questions that can't be gathered from a tax return.

Ability to fill out or get numbers to fill out W4 form for taxpayer

The creation of this option for a user would allow them to have access to all entities created under a firm workspace. This would be helpful for any workspaces that are created by employees who forget to add the Owner/Manager.

We need to add the "Distribution" tab option. Even when I input "distribution," it's being registered as "contribution." It is not able to capture the penalty calculation for early withdrawals for non-medical expenses. https://app.instead.com/workspace/76c31ba0-ed43-40fa-bf25-e462859fbd1b/2025/entity/76c31ba0-ed43-40fa-bf25-e462859fbd1b

Request to change the wording on the dashboard from "My savings" to "Realized savings"

Location>Strategy - Itemized deductions>Income>Adjusted gross income>Gambling income if we can make UI changed to adding specific line instead of only AGI we can change it to "Adjusted Gross Income (Includes Gambling Income)". or Gambling income will not affect AGI so instead of Having with in head of AGI we can make it separate head like "Gambling loss calculation" and under we can sift "Your adjusted gross income and gambling income determine the threshold for deducting medical expenses (7.5% of AGI)." this needs changes. https://insteadtax.slack.com/archives/C099UQ3MHFC/p1755694475457689

Once we ask the chat to draft a memo or create a personalized doc or any doc, the chat should answer yes it is done or its saved or something in response, other wise the user would keep wondering whether its done or not.

The ability to sort by "workhorse/out of the box" strategies first in both the planned possible strategies. Then list all the custom strategies below those to show clear difference between them two.

Ability to easily identify new custom strategies that have been added to the template vs strategies that have been previously added in the template listing.