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Level 1
August 5, 2025
Question

Tax Planner Updates Needed - with OBBB chantges. When will this occur?

  • August 5, 2025
  • 3 replies
  • 13 views

Is there any indication when the Tax Planner tool will be updated to incorporate all of the changes stemming from OBBB, including SALT caps, major changes to the energy efficient/electric vehicle credits, the Premium Tax Credit, to name a few. There are serious gaps between the tax planner tool/report and what tax planning should point out to clients as far as strategizing/planning. Does anyone know what we should be expecting and when?

3 replies

sjrcpa
Level 15
August 5, 2025
Intuit_Kallana
Level 7
August 6, 2025

We have a webinar coming up August 28 that will address the OBBB changes.  However, you can see more information about implementation here: https://accountants.intuit.com/taxprocenter/tax-law-and-news/one-big-beautiful-bill-summary-and-tax-changes/.  

sjrcpa
Level 15
August 7, 2025

"A few uncommon provisions are retroactive to tax year 2024, and our ProTax offerings (Intuit® ProConnect™ TaxLacerte® Tax, and ProSeries® Tax) will be up to date with those when it’s time for filing."

Isn't it time to file 2024 returns now?

The more I know the more I don’t know.
sjrcpa
Level 15
August 7, 2025
Intuit_Kallana
Level 7
August 7, 2025

You beat me to it 🙂  There were updates released into the software program today for 2024 returns and 2025 estimates.