Intuit Tax Advisor Idea Exchange

Oftentimes I work with clients who want to know what their situation is in different scenarios. It would be good to have a report with multiple scenarios available.

Working with ITA feels easy to move around. Entering in higher W2 Gross wages is great, but I wish the SS/Med wages would auto-populate like it does when you enter a W2 in Lacerte. It ... Read more

A five-year plan assuming the same strategies provides a bigger value for the fee being paid and shows the true long term savings to the client. Obviously, if laws change this could al... Read more

We need to be able to modify the Logo. The best way I market my business is with professional looking logos. I'm not able to edit, place, and resize it within the platform. This one is... Read more

I need to input the passive activity losses allowed for Schedule E - Rental Properties. Right now, the only option I see is to over inflate the other expenses line item. The best optio... Read more

I was not able to add the SEP IRA strategy for my 1040 client with an S Corp (perhaps due to the fact that this is a deduction for the S Corp and not a 1040 Schedule 1 deduction). Can ... Read more

I come from the world of using Lacerte Tax Planner. Looking at the Client Report tab, information is too sparse to provide any meaningful information for discussions with my clients. I... Read more

Why is there no strategy for a simple plan? I have a lot of small businesses and they don't want or can't afford a 401K plan. Do I pick the 401K and tell them it should say Simple Plan... Read more

Need the ability to input expenses for Schedule C such as Home Office Use, vehicle expense, insurance, rent, payroll, office expense, meals, etc.

A key benefit of hiring a spouse on a Sch C is a medical reimbursement plan. This benefit could be added as either a separate strategy or combined with the existing Hire your spouse st... Read more