See what’s new with Intuit Tax Advisor*
Discover how to deliver clients even more value through your tax planning services.
Quarterly estimated payment projections
Apply life events with other adjustments to a client's tax return baseline and calculate an updated schedule of projected estimated payments, including 2210 underpayment penalties.
Quarterly estimated tax payment client review
Identify clients with upcoming quarterly federal and state estimated payments due. Also, send out personalized emails with amounts and due dates to help ensure they don't miss their payments.
Full tax return input on the pre-strategy baseline
Make detailed adjustments to the most complex tax plans while maintaining complete editability and control—just like working directly inside your clients’ tax returns.
Qualified Business Income Deduction (QBID) analysis
Analyze multiple scenarios to optimize your clients' QBID and assess how suggested tax strategies impact the QBI Deduction.
Basis tracking and analysis for S corporations and partnerships
Help prevent unforeseen capital gains from negative basis by calculating and analyzing ownership percentages, S corporation and partnership basis limitations, and more to provide effective K-1 income advising.
W-2 wage projector
Project a client’s annual wage and tax withholdings by annualizing paycheck information. The feature also calculates Social Security wages and taxes based on annual limits.
OneView
Easily identify your ideal clients for advisory services—sorting and selecting them based on numerous attributes, including dollar savings from the strategies recommended by Intuit Tax Advisor, number of likely strategies, AGI, and more.
Tax rate impact
View the impact of proposed tax strategies on federal and state marginal and effective tax rates, as well as the capital gains tax rate.
Pass-Through Entity Tax (PTET) strategy for California
Estimate the tax savings for partnerships and S corporations to see if a business election change will deliver savings to your client. Then, outline next steps on the election process and payment requirements.
S corporation choice of entity
Assess the self-employment tax savings from changing a sole proprietorship to an S corporation that pays a reasonable wage.
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