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