Re: Tax Planning

angela1 · ‎12-30-2020

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.

itonewbie · ‎12-30-2020

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.

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Still an AllStar

sjrcpa · ‎12-30-2020

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

Ex-AllStar

Just-Lisa-Now- · ‎12-31-2020

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

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

Tax Planning

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