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Using custom strategies in Intuit Tax Advisor

by Intuit Tax Advisor Updated 7 months ago

Create custom strategies that you can save and use on any plan. To get started:

  1. Give the strategy a meaningful name and description.
  2. Add client action items that you want included in their report.
    Create custom_PCG_EXT_EN_US_102822.png
  3. Select the form or schedule and field this strategy will impact.
  4. Choose whether the strategy change will increase or decrease the field you selected.
    tax return impact_PCG_EN_US_102822.png
  5. Select the tax rates that will apply to the strategy change.
  6. Choose whether or not to use a net out-of-pocket formula for this strategy.
Workflow Add-On Tax Advisor

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