Release 2025 tax plan tool timely!

Related products:ProConnect

Forum|Forum|1 year ago
May 12, 2025
2 replies
4 views

I just went to start forecasting 2025 for clients that need insight on current year projections and 2025 isn't availble! It's almost mid-year... We need access to client tools that we are paying for in a timely fashion. Another wrinkle is that I have to do a ton of work by hand for a new 2024 client because there is no 2023 return in the system to force a fake 2025 plan using the 2024 tax plan, which pulls 2023 data.

Nightmare.

Prep for Taxes

I

Intuit_Ruben

Level 7

Thanks for the idea to "Release client tools earlier". We are changing the status to "Open for voting".

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R

robertstxcpa1

Level 2

Also have the same issue. I don't understand why 2025 tax planner is not available, but Intuit Tax Advisor is. Unless Intuit is phasing out the Proconnect Tax Plans. If they are, just say it. There's no reason that it's not available in May when practitioners start mid-year tax planning.

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