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philk5547
Level 1
April 20, 2020
Question

Tax Plan Cost

  • April 20, 2020
  • 1 reply
  • 5 views

Is there a cost to using the tax plan feature? How many tax plans can you do for the same client in a year? Can I do multiple tax plans for 2020 for a client? 

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1 reply

itonewbie
itonewbie
Level 15
April 20, 2020

No cost for using Tax Plans.  You can create multiple tax plans for any one return.  Under each tax plan, there is a limit to projecting 3 years out and 3 scenarios for each year, if I recall correctly.

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