Unfortunately @Intuit_David  Lacerte Tax Planner is not available to me as I use ProConnect Tax Online. The tax planner that was included with PTO is no longer there as it was "replaced by ITA". If ITA was as you say "not designed to take the place" of a tax planner than my question is why was the tax planner removed from PTO and not left in for tax planning? I understand the concept of tax strategies and love the reports and interface but without projection reports to use in conjunction with ITA I cannot properly ADVISE a client on their taxes.