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Intuit Tax Advisor Product Updates

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NEW - Quarterly Estimated Projected Payment (QEPP)

Expedite Calculating Projected Estimated Payments for the 9/16/24 due date ...

NEW - Pass Through Entity Tax Strategy for California!

Intuit Tax Advisor will now notify you through a strategy insight when your...

Released: S Corporation Basis Tracking

The Advisorcan now understand how economic events changes and strategies ap...

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Create Tax Plans and Quarterly Estimate Plans without additional cre...

We changed Intuit Tax Advisor to allow users to create both Tax Plans and Quarterly Estimate Plans without using an ITA credit. This allows users to update the ... read more

IntuitGabi Community Manager

Released

posted Sep 11, 2024

Last activity Sep 11, 2024

0 0
Print the pre-strategy baseline (PSB) and review plan

Based on user feedback, we added the ability to print the Intuit Tax Advisor pre-strategy baseline (PSB) and Review Plan. This was highly requested by users who... read more

IntuitGabi Community Manager

Released

posted Sep 11, 2024

Last activity Sep 11, 2024

0 0
Wage projector

Based on user feedback, we enhanced the pre-strategy baseline (PSB) Wages screen to support entering a YTD paycheck for each W-2, and projecting the annual wage... read more

IntuitGabi Community Manager

Released

posted Sep 11, 2024

Last activity Sep 11, 2024

0 0
Usability improvements

Based on user feedback, we enhanced several features of Intuit Tax Advisor to support identifying planning and advisory clients, supporting Quarterly Estimate P... read more

IntuitGabi Community Manager

Released

posted Sep 11, 2024

Last activity Sep 11, 2024

0 0
NEW - Quarterly Estimated Projected Payment (QEPP)

Expedite Calculating Projected Estimated Payments for the 9/16/24 due date with our new Quarterly Estimated Projected Payment (QEPP) feature.The QEPP feature wi... read more

IntuitGabi Community Manager

Released

posted Sep 6, 2024

Last activity Sep 6, 2024

0 0
NEW - Pass Through Entity Tax Strategy for California!

Intuit Tax Advisor will now notify you through a strategy insight when your California S Corporation or Partnership clients could make use of the Pass Through E... read more

IntuitGabi Community Manager

Released

posted Jun 21, 2024

Last activity Sep 6, 2024

0 0
Released: S Corporation Basis Tracking

The Advisorcan now understand how economic events changes and strategies applied to theplan affect S Corporation stock and debt basis without having to go back ... read more

IntuitGabi Community Manager

Released

posted May 21, 2024

Last activity May 23, 2024 by IntuitGabi

0 1
State Custom Strategy Rate Enhancements

We are making updates to state calculations for custom strategies in the Tax Year 2024 projected tax returns and tax plans in Intuit Tax Advisor. As part of thi... read more

IntuitGabi Community Manager

Update

posted May 13, 2024

Last activity May 13, 2024

0 0
ITA Enhancement to show underpayment penalties

We are making updates to the calculated underpayment penalties in the Tax Year 2024 projected tax returns and tax plans in Intuit Tax Advisor. What changed: We ... read more

IntuitGabi Community Manager

Intuit Tax Advisor Update

posted Mar 29, 2024

Last activity Mar 29, 2024

1 0
Client Insights Oneview V2

What is Oneview V2?Exciting news for you all. We just improved Client Insights Oneview in Intuit Tax Advisor, to help you identify the best clients for your adv... read more

IntuitGabi Community Manager

Released

posted Feb 22, 2024

Last activity Feb 22, 2024

0 0
Looking ahead for tax planning 2024

When will Intuit Tax Advisor be available for 2024 tax planning?Federal tax planning for 2024 will be available mid-February.State tax planning for 2024 will fo... read more

IntuitGabi Community Manager

Update

posted Jan 23, 2024

Last activity Mar 14, 2024

1 0
457(b) employee (EE) contributions

Coming Soon - A 457(b) plan is a retirement savings plan offered to the employees of many state and local governments and nonprofit organizations. The taxpayer ... read more

IntuitBettyJo Community Manager

Coming Soon

posted Sep 22, 2023

Last activity Sep 22, 2023

0 0
457(b) employer (ER) matching contributions

Coming Soon - Employers can make matching and non-matching contributions to a sponsored 457(b) plan on behalf of their employee. Employer matching contributions... read more

IntuitBettyJo Community Manager

Coming Soon

posted Sep 22, 2023

Last activity Sep 22, 2023

0 0
Smarter recommended strategy insights

Released September 2023 - Now when you add a new strategy to a client’s plan, you will automatically see refreshed insights based on that strategy. The strategi... read more

IntuitBettyJo Community Manager

Released

posted Sep 13, 2023

Last activity Sep 13, 2023

0 0
Customizable client report colors

Released September 2023 - Customize client reports with the colors you want. Dial up your creativity and use your firm colors to create a professional report th... read more

IntuitBettyJo Community Manager

Released

posted Sep 13, 2023

Last activity Sep 22, 2023

0 0

Intuit Tax Advisor Product Updates

Select a topic

Create Tax Plans and Quarterly Estimate Plans without additional cre...

Print the pre-strategy baseline (PSB) and review plan

Wage projector

Usability improvements

NEW - Quarterly Estimated Projected Payment (QEPP)

NEW - Pass Through Entity Tax Strategy for California!

Released: S Corporation Basis Tracking

State Custom Strategy Rate Enhancements

ITA Enhancement to show underpayment penalties

Client Insights Oneview V2

Looking ahead for tax planning 2024

457(b) employee (EE) contributions

457(b) employer (ER) matching contributions

Smarter recommended strategy insights

Customizable client report colors

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