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 pl... read more
I think there is a big opportunity to create an overview tax report for a client. It would show the base information about a given return - Total income, AGI, D... read more
Several tools out there allow for the scenario of doing Roth IRA conversions from a current traditional IRA. Holistiplan and Right Capital both do this today. I... read more
To be able to offer a Tax Advisory plan to potential users, we need to be able to make a list quickly of all the clients with potential estimated tax savings. O... read more
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
Love this tool, yet the states needs more attention.Few examples.1. State withholdings entered in the Federal adjustment screen under wages are not reflected in... read more
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
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
The layout of the Tax Advisor should be the same style as the Proconnect Tax (PT). In PT, there are sections for each part of the return such as Income and subs... read more
Where are the dollar amounts in the state plan when I select the Collapse All. The federal plan summarizes the dollar amoutns when I select the Collapse All, bu... read more
The Tax plan report, year over year page currently show the difference between the 2024 before and after strategy. However, the figure it reports as Strategy ta... read more
Hello everyone,I am trying to figure out the following scenario for a self-employed client. A client purchased a car using finance with a trade-in. I am trying ... read more
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