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Tax Plan - Current Year Population

JFHFIRM
Level 1

When creating a tax plan, most of our clients want to see next year potential figures AFTER/WHILE filling current year return. ProConnect tax plan only uses prior year as the base year to populate figures. Please allow current tax year to either be the base year or at least pull figures entered in the current year tax return to the current tax year in the tax plan instead of just coping figures from prior tax year return.

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