ProConnect Tax offers a Tax Planner to assist preparers in providing answers to taxpayers' future tax return questions. Click on a question below to learn more.
What is the basic layout of the tax plan?
The plan is separated into the following sections:
| Profile |
Workspace where you can edit the taxpayer's filing status and add or remove dependents |
| Summary |
Provides a one-page view of the totals for the plan. Nothing can be edited on the summary page. |
| Income |
Displays all the income amounts that can be added/edited |
| Adjustments |
Displays all the adjustment to income amounts that can be added/edited |
| Deductions/Exemptions |
Displays all the deductions that can be added/edited |
| Tax |
Displays all the taxes that can be added/edited |
| Credits |
Displays all the credits that can be added/edited |
| Other Taxes |
Displays any taxes that are not included in the first Tax section, such as SE Tax |
| Payments |
Displays all the payments, withholding that can be added/edited |
How can amounts be entered or edited?
In each section other than the Summary, amounts can be entered or edited.
- Click on the subsection to be edited. For this example, we'll use Income.
- Click on the type of Income on the left hand navigation pane, such as Wage Income.
- Once that is done, then entries can be made under the appropriate year for each type.
- If there is already an amount there, it can be edited.
Many amounts are pre-populated in the plan based on the current year return.
How can the entries be saved?
There are two ways to save the tax plan:
- After making an entry, navigate to a different screen.
- Click on the Recalculate button at the top of in the input section.
Of note:
- There will be a running total of changes that are needed to be saved. This will show as "0 pending changes" or "2 pending changes", etc, at the top.
- If there are changes that have not been saved, the bar will show as Recalculate.
- Once all entries saved, the counter will show Up to Date.
Can a tax plan be deleted?
Yes, a plan can be deleted. Follow the steps below to do so.
- Go to the main tax plans screen.
- Click on the menu under the Action column.
- Choose Delete plan.
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