Client's 2023 return (MFJ, NY resident) included estimated tax payments for 2024. Client opted to stuff all the estimated tax payments into his December IRS wit... read more
It would be helpful to be able to print the Review Plan section or select sections to carry to the Client report to add. The client report is not detailed enoug... read more
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
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
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
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
I have a NY S-Corp that had some income in CA. the taxable income that passes thru to CA is 5 times what the Fed net is. First, why is that happening? I can't f... read more
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
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
1. Solo 601(K) should be an available strategy for all types of businesses. I was shocked when I was unable to add the strategy to a client plan because I also ... 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
