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New feature information is intended to outline general product direction but represents no obligation and should not be relied on in making a purchasing decision
New feature information is intended to outline general product direction but represents no obligation and should not be relied on in making a purchasing decision
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- Create Tax Plans and Quarterly Estimate Plans without additional credits
Create Tax Plans and Quarterly Estimate Plans without additional credits
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Create Tax Plans and Quarterly Estimate Plans without additional credits
Create Tax Plans and Quarterly Estimate Plans without additional credits
IntuitGabi
Community Manager
2 weeks ago
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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 PSB, evaluate and add strategies, and Review the plan free of additional charges. At the point the user wants to print or download the Client Report, they will be prompted to use or purchase an ITA credit. By moving the paywall to the Client Report, more users can experience the planning and advisory benefits of Intuit Tax Advisor.
Beginning January 1, 2025, Lacerte and ProConnect Tax TY24 customers will be able to use Intuit Tax Advisor without additional credits or fees.
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