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Level 2
November 5, 2025
New

Tax Planner Worksheet be able to copy a Plan from one column to next

Related products:ProSeries
  • November 5, 2025
  • 3 replies
  • 2 views

Tax Planner defaults to prior year tax info.  

Once I create a plan, I want to create multiple variations but the next column always defaults to the prior year amounts.  Provide an option to copy a specific column to a new column and edit it

3 replies

IRonMaN
Level 15
November 5, 2025

I'll vote for that -------- not that it will make much difference but I would find that feature helpful.

Slava Ukraini!
Level 3
November 7, 2025

They need to give us more to help out our customers - we also need to add tax advisory to the software  

Level 2
January 13, 2026

yes i vote for this