TAX PLANNER 2018

3 replies
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Why cant we create tax plans for new 2018 clients with pro-connects tax plan!? Anybody have any suggestions on how to accomplish this?

ProConnect Tax Online

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itonewbieAnswer

Level 15

There is no tax planner for 2019. Tax planner for 2018 is only available for 2017 returns.

If you need to plan for 2019, your could consider using the Federal Estimated Tax Worksheet, which is found under Payments, Penalties & Extensions > 2019 Estimated Tax (1040-ES).

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

itonewbieAnswer

Level 15

There is no tax planner for 2019. Tax planner for 2018 is only available for 2017 returns.

If you need to plan for 2019, your could consider using the Federal Estimated Tax Worksheet, which is found under Payments, Penalties & Extensions > 2019 Estimated Tax (1040-ES).

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

D

D2018Author

Level 3

Thank you. That with some other things works well. I guess i was just expecting the advertised "tax planner" to actually be currently useful.

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