Released - August 2023
Now Intuit Tax Advisor will be able to take in primary state returns in addition to federal. You can now toggle between federal to primary state in the Pre-Strategy Baseline and adjust income, deductions, credits and all estimated payments for the upcoming year. This will enable you to do more specific planning with states and modify different parts of the state return.
With this feature, you’ll be able to create and add Custom State Strategies to the client plan.
All taxable states are now available.
For California and New York, all possible adjustments are available. For the remainder of the states, Intuit Tax Advisor can make income adjustments and state payments adjustments.
