Common questions about Tax Planner in ProConnect Tax

ProConnect Tax offers a Tax Planner to assist preparers in providing answers to taxpayers' future tax return questions.

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What type of returns can a tax plan be created for?

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

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How can a tax plan be created in ProConnect Tax?

Tax plans can be created from within the client.

• See here for more information.

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Can a tax plan be printed?

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

• See here for more information

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What is the basic layout of the tax plan?

The plan is separated into the following sections:

• Profile:
  • Workspace where you can edit the taxpayer's filing status and add or remove dependents
• Summary:
  • Provides a one-page view of the totals for the plan.  Nothing can be edited on the summary page.
• Income:
  • Displays all the income amounts that can be added/edited
• Adjustments:
  • Displays all the adjustment to income amounts that can be added/edited
• Deductions/Exemptions:
  • Displays all the deductions that can be added/edited
• Tax:
  • Displays all the taxes that can be added/edited
• Credits:
  • Displays all the credits that can be added/edited
• Other Taxes:
  • Displays any taxes that are not included in the first Tax section, such as SE Tax
• Payments:
  • Displays all the payments, withholding that can be added/edited

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How can amounts be entered or edited?

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

1. Select the subsection to be edited.  For this example, we'll use Income.
2. Select 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

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How can the entries be saved?

There are two ways to save the tax plan:

• After making an entry, navigate to a different screen.
• Select the Recalculate button at the top of in the input section.

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.

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Can a tax plan be deleted?

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

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

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How can feedback be given regarding the product?

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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