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Common questions about Tax Planner in ProConnect Tax

SOLVEDby Intuit15Updated 1 year ago

ProConnect Tax offers a Tax Planner to assist preparers in providing answers to taxpayers' future tax return questions. Click on a question below to learn more.

  • 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:

ProfileWorkspace where you can edit the taxpayer's filing status and add or remove dependents
SummaryProvides a one-page view of the totals for the plan.  Nothing can be edited on the summary page.
IncomeDisplays all the income amounts that can be added/edited
AdjustmentsDisplays all the adjustment to income amounts that can be added/edited
Deductions/ExemptionsDisplays all the deductions that can be added/edited
TaxDisplays all the taxes that can be added/edited
CreditsDisplays all the credits that can be added/edited
Other TaxesDisplays any taxes that are not included in the first Tax section, such as SE Tax
PaymentsDisplays all the payments, withholding that can be added/edited

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.

Many amounts are pre-populated in the plan based on the current year return.

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.

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