Does anyone know how to create a tax plan in PTO using the 2021 tax return as the base year? PTO is only allowing 2020 as the base year?? I'm trying to project 2022.

Forum|Forum|4 years ago
May 11, 2022
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ProConnect Tax

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Best answer by itonewbie

If it's anything like previous years, you'd need to wait because they release that only during off season.

I'm not so sure about this year because they have just introduced Intuit Tax Advisor, which is supposed to be more sophisticated. There's no word, AFAIK, whether this new product is meant to replace the relatively limited Tax Planner. Guess we'll find out soon enough.

itonewbieAnswer

Level 15

If it's anything like previous years, you'd need to wait because they release that only during off season.

I'm not so sure about this year because they have just introduced Intuit Tax Advisor, which is supposed to be more sophisticated. There's no word, AFAIK, whether this new product is meant to replace the relatively limited Tax Planner. Guess we'll find out soon enough.

---------------------------------------------------------------------------------Still an AllStar

C

CTASAuthor

Level 3

Thank you @itonewbie for the feedback. Definitely looking forward to the Intuit Tax Advisor product coming out soon!!

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