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jpmoorecpa
Level 1
05-27-2020
04:28 PM
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Does Proconnect have a feature to produce "Personalized Tax Advice" report like ProSeries?
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itonewbie
Level 15
05-27-2020
07:16 PM
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That'd be the Tax Plan in PTO.
- Goto the Clients dashboard;
- Click on the name of the client;
- Click on the Tax plans tab; and
- Click on the Create tax plan button.
See this article for more info: https://proconnect.intuit.com/community/help-articles/help/how-do-i-create-a-tax-plan-in-proconnect-...
One big caveat is that there is no write-up with the Tax Plan in PTO. You will need to create your own commentary.
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