Released April 2023 -  

• Advisors can create tax saving strategies that can be reused across clients. Intuit Tax Advisor automatically applies the taxpayers applicable tax rates to calculate tax savings and adjust the projected taxable income and liabilities.
• Now we have added additional flexibility so advisors can create custom strategies that estimate the tax savings, but do not change the projected taxable income and liabilities.  This provides users with more control about how to apply and present strategies.