Thanks for your feedback, minus the jabs. We hear the request to plan for new clients, easily. Got it. That is not our priority today as we try to solve for exi...
Thanks for the feedback. The Actual amount in the PSB is designed to tie to the tax return imported so users have confidence the data imported is accurate, and ...
Based on customer feedback, we added a page to the report that compares the 2023 PSB with no action (presumably a high tax) and the 2023 with strategies (lower ...
Please vote on this similar IDEA that includes a few more voteshttps://proconnect.intuit.com/community/intuit-tax-advisor-idea-exchange/include-information-from...
It would be very helpful to include a page in the Client Report that lists the Estimated Tax Payments the taxpayer needs to make for Federal and State. A list w...
