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H
HPMCPAs
Level 2
October 13, 2020
Discussion ongoing

State tax planner worksheet

Related products:ProSeries
  • October 13, 2020
  • 3 replies
  • 3 views

We need a state tax planning worksheet in addition to the current estimated tax worksheet for clients that have more complex state tax situations. 

    This topic has been closed for replies.

    3 replies

    F
    FPCwealth
    Level 3
    October 28, 2020

    Please add this feature ProSeries! We are looking at other vendors that offer this, so hopefully you guys can add asap.

      A
      Anonymous
      June 28, 2022

      Thanks for the idea. We are changing the status to "Open for voting" since it is no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Getting Started Guide for more information.

        S
        spcantu944
        Level 3
        November 27, 2022

        I strongly agree! Pro-Series has been by-passed by the "Pro-Advisor" offerings, so please at this capability as an extension of the 1040 tax planner. We are also looking for other tax applications but we have invested so many years with ProsSeries. I think Lacert provide this, so again take it across the "Intuit Family".

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