Common questions about Tax Planner in ProConnect Tax

• Only Individual tax plans can be created.
• Only federal tax plans can be created at this time.

Tax plans can be created from within the client.

• See here for more information.

Tax Plans can be exported to a PDF to print or save to your computer.

• See here for more information

The plan is separated into the following sections:

In each section other than the Summary, amounts can be entered or edited.

1. Click on the subsection to be edited.  For this example, we'll use Income.
2. Click on the type of Income on the left hand navigation pane, such as Wage Income.
3. Once that is done, then entries can be made under the appropriate year for each type.
4. If there is already an amount there, it can be edited.

There are two ways to save the tax plan:

1. After making an entry, navigate to a different screen.
2. Click on the Recalculate button at the top of in the input section.

Of note:

• There will be a running total of changes that are needed to be saved.  This will show as "0 pending changes" or "2 pending changes", etc, at the top.
• If there are changes that have not been saved, the bar will show as Recalculate.
• Once all entries saved, the counter will show Up to Date.

Yes, a plan can be deleted. Follow the steps below to do so.

1. Go to the main tax plans screen.
2. Click on the menu under the Action column.
3. Choose Delete plan.

1. Go to the main tax plans screen.
2. In the upper right corner, select Send Feedback.
3. Fill out the next screen and press Send.