itonewbie
Level 15

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-...

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

 

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