Intuit_Marisol
Employee
Employee

Thank you,  for your feedback! The Tax plans are based on the Client files in your program. There is not a way to create a blank tax plan, you can however have a sample client in the program to transfer to ITA, and use that for simple plans. Tax savings can be seen under "Strategies" and "Client Report" on the top. 

You can try using a incognito browser to log into ITA and review any tax plans you created. Try right clicking on the Browser ICON and choose "new incognito window" then paste this link https://taxadvisor.app.intuit.com/tax-advisor-ui/taxplanner

 

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