Intuit Tax Advisor Idea Exchange
Submitted by Sam_RazTax on 10-16-2025 02:24 PMProConnect/Intuit Tax Advisor:
Would be GREAT to have the ability to create both a tax plan AND estimated tax payment plan for brand new clients for which we have not done returns in the past. Currently, only existing clients have this option. But, if a new client comes in and we need to do an analysis, there is no way. Adding a way to upload an old return for them to start as the baseline would be wonderful here, too. Thank you!
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