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Intuit Tax Advisor - Editing actual amounts loaded from return

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Intuit Tax Advisor - Editing actual amounts loaded from return

robertstxcpa1

For new clients that have already filed a return, but are in need of tax planning, it would be helpful to be able to edit the actual amount column in the tax plan instead of having to prep the return before it's loaded into Intuit Tax Advisor. 

E.g., new client in mid 2024 already has filed all returns for 2023.  In order to have correct actual 2023 amounts in tax plan, the return must be prepared first in Proconnect (even if it's a pro forma version).  We should be able to manually edit that column the same as the base year column.  It's often significantly more efficient to do that vs. preparing the return in PTO. 

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