Filing status and dependent information in the Tax Planner in ProConnect

The Tax Planner can forecast the tax implications of your clients' life changes.

• You can edit your client's filing status or add or remove dependents directly inside of Tax Planner and get an estimate of your client's tax liability.

Edit filing status

Set the filing status for each year and case to compare differences and advise your client which status will provide the best tax benefit.

Taxpayer and spouse information

You can edit the taxpayer's or spouse's name and date of birth or indicate if they are blind. The data is used to calculate the correct standard deduction.

Dependent information

Edit a dependent's information to make sure the Earned Income Credit, Child Tax Credit, and Credit for Other Dependents is correctly calculated.

• Click + Add dependent, at the bottom, to add a new dependent, or click the trash can icon at the right side of your screen to delete an existing entry.

Related topics

• Using the Tax Planner in ProConnect Tax
• Common questions about Tax Planner in ProConnect Tax
• How to create a tax plan in ProConnect Tax
• How to export a tax plan in ProConnect Tax