With the Lacerte engine to draw from, I expected a bit more at the state and local level. This is an obvious differentiator opportunity from others like Corvee and Tax Plan IQ that have essentially the same state support that's offered in Tax Advisor, so a little disappointing to see only a single state option with no local considerations to the tax plan.
This is a major planning area for practitioners that should be addressed in future product development more expediently imho, specifically multi-state domicile considerations as well as local tax considerations.
Thank you for your feedback! We've had several requests to add this to the Intuit Tax Advisor program. Feel free to add further comments, and vote on similar posts by searching the idea exchange: State Specific Strategies
Thank you for your feedback! We've had several requests to add this to the Intuit Tax Advisor program. Feel free to add further comments, and vote on similar posts by searching the idea exchange: State Specific Strategies
@Kyle You could have not said it better, I too, believe that this is a shortcoming and a huge impact on the taxpayers for what they don't know is coming. If we are to be "Tax Advisors," how can we advise on something relevant today, but no tools are available to navigate or guide accordingly? Thank you for your input; I have voted it up!
