Sam_RazTax

ProConnect/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!

Status: New
Vote now if this is a good idea
Comments
Intuit Alumni

You have to create the client from the prior year 1040 inside ProConnect first and then Intuit Tax Advisor will be able to plan from the 2024 data.  Please review this article for assistance: https://accountants.intuit.com/support/en-us/help-article/import-export-data-files/importing-prior-y....