Finantrix
WealthSynth/Income Diversity & Alternative Income Pack
Tier 2

Income Diversity & Alternative Income Pack

357 households with non-W-2 and multi-source income for tax and planning complexity testing.

Overview

Financial planning and tax software must handle income structures far more complex than a single W-2. This dataset provides 357 households with diverse income portfolios including rental income, S-corporation and partnership distributions, royalty income, capital gains, dividend income, and gig economy earnings. Each household includes the tax complexity that follows: passive activity rules, QBI deductions, self-employment tax, and estimated payment schedules.

What's Inside

357 households with multi-source income portfolios
Rental income with passive activity rules and depreciation schedules
Business distributions: S-corp, LLC, and partnership income
Royalty income: intellectual property, mineral rights, licensing
Capital gains sequences: short-term, long-term, and qualified dividends
Gig economy income with quarterly estimated tax and SE tax scenarios

Use Cases

Multi-source income tax planning software testing
Passive activity and QBI calculation engine validation
Self-employment tax and estimated payment QA
Income analysis platform development

Ideal Buyers

Tax planning software vendorsFinancial planning platformsAccounting technology firmsPayroll and benefits platforms

Example firms: Holistiplan, Corvee, Drake Software, Intuit ProConnect, Thomson Reuters

Tags
Income DiversityRental IncomeBusiness IncomeTax PlanningGig Economy
$3,000
One-time license
357 synthetic households
Annual refresh: $900/yr
Tier 2 package
Moderate deviation from base corpus
Included in Download
JSON
Executive Brief PDF
25 free sample households included
Talk to Sales

Enterprise licensing and custom corpus options available. Contact us for volume pricing.

Moderate Deviation from Base Corpus

Requires additional data layers or modeling. Typical delivery 2–4 weeks.

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About WealthSynth

WealthSynth is Finantrix's catalog of synthetic household datasets — privacy-safe test data for wealth-management, compliance, and RegTech teams, built from a documented base corpus across 31 tiered packages.

Browse all WealthSynth packages →
Good to Know
Bundle B12 · rank #12 of 31
JSON format
25 free sample households before you buy
Includes an executive brief PDF

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