I agree that the PTO Tax Planner is not professional - in fact, it's basically useless because it's full of blatant errors.  I'm currently preparing just a few 2021 tax returns in my final year, and I want to project 2022 for a couple of clients. The 2022 standard deduction for a single over-65 taxpayer came up in the planner as $14,850, for crying out loud (sh/be $14,700) and it gave him a random $500 dependent credit for 2022 for unknown reasons - that I can't delete (and I combed all of the credit input worksheets trying to do so).  It's bizarre that all items are carried over from the base year (2020, two years prior, which no one cares about anymore) but a lot of them can't be adjusted for 2021 actual or 2022 projected amounts.  This includes the complete inability to make Schedule E inputs as someone mentioned already, but there are others.  What the heck?  Is this a lack of programming skills - or a lack of desire to make this thing useable? 

I've decided the Planner is not worth the effort - too many calculation problems make it useless for trying to show a client how their future tax situation will differ from last year.  The 1040-ES worksheet comes up with a correct result for estimated taxes IF you can figure out the contradictory and random requirements for making entries, and at least you can make entries for all of the possible inputs - but unfortunately the printed result is not client-friendly.  That's what the Planner should be for, but there's no point if the results are all wrong. 

Overall, PTO is not a professional product.  Similar to another poster, I had to abandon my beloved ProSeries because it's not affordable for the few clients that I'm still servicing in my almost-retirement.  PTO is a barely-acceptable substitute, and I would never recommend it to someone looking to build a professional practice unless they plan to exclude clients with returns that are more complex than the old 1040A.