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jpmoorecpa
Level 1
May 27, 2020
Question

Personalized Tax Advice

  • May 27, 2020
  • 1 reply
  • 2 views

Does Proconnect have a feature to produce "Personalized Tax Advice" report like ProSeries?

This topic has been closed for replies.

1 reply

itonewbie
itonewbie
Level 15
May 28, 2020

That'd be the Tax Plan in PTO.

  1. Goto the Clients dashboard;
  2. Click on the name of the client;
  3. Click on the Tax plans tab; and
  4. Click on the Create tax plan button.

See this article for more info: https://proconnect.intuit.com/community/help-articles/help/how-do-i-create-a-tax-plan-in-proconnect-tax-online/00/4640

One big caveat is that there is no write-up with the Tax Plan in PTO.  You will need to create your own commentary.

 

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