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.
This discussion has been locked. New comments cannot be posted on this discussion anymore. Start a new discussion
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.
I use BNA Income Tax Planner with 50 states. There is a Lacerte bridge. Don't know if there is for ProSeries and ProConnect.
ProSeries Professional has a Tax Planner in the list of Forms. It also has a What-If Worksheet.
You have clicked a link to a site outside of the Intuit Accountants Community. By clicking "Continue", you will leave the community and be taken to that site instead.