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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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Usability improvements
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Usability improvements
Usability improvements
Anonymous
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09-11-2024
09:43 AM
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Based on user feedback, we enhanced several features of Intuit Tax Advisor to support identifying planning and advisory clients, supporting Quarterly Estimate Payment engagements, and customizing reports. Specifically,
- The Client screen now includes more tax return information about each client and the columns are customizable and sortable.
- The Client screen includes a suggested email template to help you to engage clients for quarterly estimate planning.
- Edit/Hide Disclaimer in the client report.
- We now freeze column header on Strategies Tab so you can scroll more strategies added and retain the column headers in the view.
- On the Tax Plans page, users can create a full plan or an abbreviated Estimated Tax Payment Plan without strategies.
- On the Estimated Tax Payment Plan Page, the payment status per quarter for each client is viewable in the dashboard.
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