You are not alone.   It is in the Proseries Tax Idea Exchange.   If you can find it - give it a vote.

Not sure if all states for ProSeries have one, but for Wisconsin you can use the state estimated work sheet. It works very well, and I use it for several of my clients

The only issue with this is I need the planner so I can feed the info into the estimated work-sheet.

https://www.cpapracticeadvisor.com/home/article/10275449/bna-software-bna-income-tax-planner-federal...

have you been using this solution? I still wonder why ProSeries would not make this available.

I have been using BNA Income Tax Planner with 50 states for many years.

With Lacerte, I can export the tax return data to it. Federal works very well, state transfer usually requires some tweaking. There is a small up charge for this feature. I don't if it has the ability to do this with ProSeries.

I learned years ago that PS doesn't care about the State returns.  They include them for financial gain. They know if States were not included the product won't sell as well.

This really is an absolute requirement.  How can we advise clients and plan for future years without a state tax planner.  I do not understand why ProSeries does not offer a state planner.

You would have to pay more and they don't consider it worth their while.

As noted above, you in effect have one on the estimated tax worksheet.  It's just not as flexible as the federal worksheet but it does get the job done.

Thank you, I will give that a try

Using the estimated tax worksheet for California for instance does work, but is a very painful calculation and no way to look at future years.  

I did mention it wasn't as flexible as the federal 😉

I use SAVE AS and make a copy of the current year return for a "what if" scenario then make the changes you're expecting for the next year.

Lisa

That's a good point, and I have done some of that, you just don't get the automatic changes and indexing for the next year.  It also makes it a little more difficult to see the comparison with the prior year if that is important to you.

Thanks