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Filing status and dependent information in the ProConnect Tax Online Tax Planner

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Filing status and dependent information in the ProConnect Tax Online Tax Planner

The ProConnect Tax Online Tax Planner now has the ability to forecast tax implications of life changes your clients may undergo. You can edit your client's filing status and add or remove dependents directly inside of the Tax Planner. Whether your client gets married or their dependent leaves home, the Tax Planner can give you an estimate of their tax liability and give your client peace of mind.

Edit Filing Status

Set the filing status for each year and case to compare differences and advise your client which status will provide the best tax benefit.

Taxpayer and Spouse Information

You can edit the taxpayer's or spouse's name and date of birth or indicate they are blind here. This data is used to calculate the correct standard deduction.

Dependent Information

Edit dependent information here to ensure an accurate calculation of the Earned Income Credit, Child Tax Credit, and Credit for Other Dependents. Click + Add dependent, at the bottom, to add a new dependent, or click the trash can icon at the right side of your screen to delete an existing entry.

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