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IS_CPA_13
Level 2
May 9, 2025
New

Estimated Tax Worksheet Improvement

Related products:ProConnect
  • May 9, 2025
  • 0 replies
  • 1 view

Please allow override vs adjust options in the tax worksheet. It is extremely time-consuming to do the math when the client is providing the numbers on the call and you are doing projections as you go. Also, it would be great if QBI deduction could be automatically calculated from K-1 and Schedule C numbers. 

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