Comment
08-29-2024
05:09 PM
08-29-2024
05:09 PM
I think you missed my point regarding new client planning. Most practitioners are not going to spend the time to prep a return (especially a complex return) that's not going to be filed, but it's commonplace for the new clients to need some mid-year planning.
Just FYI, your competitors' planning tools (e.g., Thomson Reuters and Bloomberg) allow this. But obviously those tools are more expensive (and robust) than the basic planning tool Intuit offers. I think a user that is a CPA should be able to manually input prior year return numbers. Intuit needs to step up their game up for CPAs and not just serve the lowest common tax preparer.