Skip to main content
Level 2
Nov 5, 2025 8:06 PM UTC
New

Tax Planner Worksheet be able to copy a Plan from one column to next

Related products:ProSeries

Tax Planner defaults to prior year tax info.  

Once I create a plan, I want to create multiple variations but the next column always defaults to the prior year amounts.  Provide an option to copy a specific column to a new column and edit it

3 replies

IRonMaN
Level 15
Nov 5, 2025 9:06 PM UTC

I'll vote for that -------- not that it will make much difference but I would find that feature helpful.

Slava Ukraini!
Level 3
Nov 7, 2025 7:11 PM UTC

They need to give us more to help out our customers - we also need to add tax advisory to the software  

Level 2
Jan 13, 2026 6:11 PM UTC

yes i vote for this