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 strategies recognize each other and work together to create a more robust tax plan so you can provide even more tailored and effective tax planning for your clients. For example, when S Corp choice of entity is added to the plan, Intuit Tax Advisor will recommend strategies for the new S-Corp (1120-S).
