justataxnerd

Intuit Tax Advisor Idea Exchange

Submitted by on ‎07-14-2022 01:41 PM

I'm currently using the Lacerte Tax Planner module to generate reports for the next tax year under 2 different scenarios (as opposed to current year vs next year version).  Is that something that could be programmed into ITA?  Would like the client to see the value added with a suggestion I make for next year without having to compare it to the previous year.

Find more ideas labeled with
Status: Open for Voting
Vote now if this is a good idea
Comments
IntuitGarrett
Moderator
Moderator
‎07-14-2022 10:34 PM
‎07-14-2022 10:34 PM

@justataxnerd Would you mind sharing a screenshot of the type of comparison you are referring to?

justataxnerd
Level 3
‎07-15-2022 01:39 PM
‎07-15-2022 01:39 PM

image (5).png

Anonymous
‎07-15-2022 01:45 PM
‎07-15-2022 01:45 PM

Thanks for the screenshot @justataxnerd!
Changing this idea to "open for voting". 

ALyon
Level 3
‎07-15-2022 04:39 PM
‎07-15-2022 04:39 PM

This gets at the other post about Tax Saving STRATEGY vs Tax PROJECTION software.  Two very different software.  The company that can combine the two will have a winner.