Hello,

One of the things I love most about ProSeries is its tax planning capabilities. I switched to ProConnect this year because I was assured that ProConnect also has tax planning capabilities. 

However, when I attempt to create a tax plan for a client, I'm given this error message: 

Create a 2020, 2019, 2018 individual tax return to create a tax plan.

I've imported 2020 client data from ProSeries and created a 2021 individual tax return in ProConnect. I would like to use that 2021 tax return to project into tax year 2022 and create a tax plan for my client. Why can't I do this? For me, this is one of the singularly most important features of tax software.

Like most people, I don't have time to (re)create 2020 tax returns for information that is already imported. Is this some sort of a bug? Is it a feature just not ready yet, and if so, when will it be available? Was this lack of functionality pointed out during the sales process? (I doubt it.) 

Thank you,

Renee Taylor