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Tax Planning

Level 3

What is everyone using for tax planning software? When I used Ultra Tax they had a separate program that we could use for tax planning scenarios.  

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3 Comments 3
Level 15

The Tax Planner in PTO is too rudimentary for most.  You'd likely need to look elsewhere.  @George4Tacks uses TaxTools and could probably give you some good insights.

Still an AllStar
Level 15

I use BNA Income Tax Planner with 50 states. There is a Lacerte bridge. Don't know if there is for ProSeries and ProConnect.

Level 15
Level 15

ProSeries Professional has a Tax Planner in the list of Forms.  It also has a What-If Worksheet.