Welcome back! Ask questions, get answers, and join our large community of tax professionals.
  • Products
  • Workflow Tools
  • Learn & Support
  • Sign In
  • Products
  • Workflow Tools
  • Contact Us
  • Sign In
  • Learn & Support
    • Created with Sketch. New feature information is intended to outline general product direction but represents no obligation and should not be relied on in making a purchasing decision
    Created with Sketch. New feature information is intended to outline general product direction but represents no obligation and should not be relied on in making a purchasing decision

    Intuit Tax Advisor Product Updates

    Featured
    State tax analysis and projections
    Released - August 2023 Now Intuit Tax Advisor will be able to take in prima...
    Read more
    Tax Summary snapshot
    Released April 2023 - This feature enables users to monitor bottom line num...
    Read more
    Auto and Manual Calculation modes in ITA
    Released April 2023 - Newly launched calculation feature gives the user mor...
    Read more

    Select a topic

    • Client Insights Oneview V2

      What is Oneview V2?Exciting news for you all. We just improved Client Insights Oneview in Intuit Tax Advisor, to help you identify the best clients for your adv... read more
      Moderator IntuitGabi Moderator
      Released
      posted Feb 22, 2024
      Last activity Feb 22, 2024
      0 0

    • 457(b) employee (EE) contributions

      Coming Soon - A 457(b) plan is a retirement savings plan offered to the employees of many state and local governments and nonprofit organizations. The taxpayer ... read more
      Community Manager IntuitBettyJo Community Manager
      Coming Soon
      posted Sep 22, 2023
      Last activity Sep 22, 2023
      0 0

    • 457(b) employer (ER) matching contributions

      Coming Soon - Employers can make matching and non-matching contributions to a sponsored 457(b) plan on behalf of their employee. Employer matching contributions... read more
      Community Manager IntuitBettyJo Community Manager
      Coming Soon
      posted Sep 22, 2023
      Last activity Sep 22, 2023
      0 0

    • Smarter recommended strategy insights

      Released September 2023 - Now when you add a new strategy to a client’s plan, you will automatically see refreshed insights based on that strategy. The strategi... read more
      Community Manager IntuitBettyJo Community Manager
      Released
      posted Sep 13, 2023
      Last activity Sep 13, 2023
      0 0

    • Customizable client report colors

      Released September 2023 - Customize client reports with the colors you want. Dial up your creativity and use your firm colors to create a professional report th... read more
      Community Manager IntuitBettyJo Community Manager
      Released
      posted Sep 13, 2023
      Last activity Sep 22, 2023
      0 0

    • Client OneView

      Released September 2023 - Now you can feel confident in creating a tax plan that's tailored to each individual client. With this new feature, you can preview up... read more
      Community Manager IntuitBettyJo Community Manager
      Released
      posted Sep 8, 2023
      Last activity Sep 22, 2023
      0 0

    • State tax analysis and projections

      Released - August 2023 Now Intuit Tax Advisor will be able to take in primary state returns in addition to federal. You can now toggle between federal to pri... read more
      Community Manager IntuitBettyJo Community Manager
      Released
      posted Aug 17, 2023
      Last activity Sep 22, 2023
      2 0

    • NOL Carryforward

      Coming Soon - A Net Operating Loss (NOL) carry-forwardallows businesses suffering losses in one year to deduct them from future years' profits. This effectively... read more
      Community Manager IntuitBettyJo Community Manager
      Coming Soon
      posted Aug 17, 2023
      Last activity Aug 28, 2023
      0 0

    • Third Party Independent Installment Sale

      Released June 2023 - A Third party independent installment sale is a legal contract between the taxpayer and an unrelated third-party trust/trustee. Under the c... read more
      Community Manager IntuitBettyJo Community Manager
      Released
      posted Jun 21, 2023
      Last activity Jun 21, 2023
      1 0

    • Client Credit Preview Feature

      Released June 2023 - Intuit Tax Advisor Client Credit Preview feature now allows customers to see the potential number of tax strategies and potential savings f... read more
      Community Manager IntuitBettyJo Community Manager
      Released
      posted Jun 7, 2023
      Last activity Jul 11, 2023
      1 0

    • Day trader status, 475(f) Election

      Released June 2023 - A taxpayer that actively trades stock may qualify for Trader Tax Status. If the requisite volume, frequency, holding period, hours, and acc... read more
      Community Manager IntuitBettyJo Community Manager
      Released
      posted Jun 7, 2023
      Last activity Jun 7, 2023
      0 0

    • Day trader status

      Released June 2023 - A taxpayer that actively trades stock may qualify for Day Trader tax Status. If the requisite volume, frequency, holding period, hours, and... read more
      Community Manager IntuitBettyJo Community Manager
      Released
      posted Jun 7, 2023
      Last activity Jun 7, 2023
      0 0

    • Real estate professional

      Released - May 2023 If a taxpayer qualifies as a real estate professional, the taxpayer can deduct losses from real estate activities against ordinary income an... read more
      Community Manager IntuitBettyJo Community Manager
      Released
      posted May 31, 2023
      Last activity May 31, 2023
      0 0

    • Point of need help

      Released May 2023 - Point of need help is now available throughout the product to provide contextual guidance and information. Select the question marks whereve... read more
      Community Manager IntuitBettyJo Community Manager
      Released
      posted May 4, 2023
      Last activity May 5, 2023
      1 0

    • Tax Summary snapshot

      Released April 2023 - This feature enables users to monitor bottom line numbers while making adjustments and working on strategies. Additionally, users can jump... read more
      Community Manager IntuitBettyJo Community Manager
      Released
      posted Apr 28, 2023
      Last activity May 17, 2023
      1 0
    Intuit Lacerte Tax
    Intuit ProConnect Tax
    Intuit ProSeries Tax
    Additional Accounting Solutions
    Tax Pro Center
    Tax Practice Resources
    Call sales: 844-877-9422
    Sitemap

    ©1997-2024 Intuit, Inc. All rights reserved.

    Intuit, QuickBooks, QB, TurboTax, and Mint are registered trademarks of Intuit, Inc. Terms and conditions, features, support, pricing and service options subject to change without notice.

    By accessing and using this page you agree to the Terms and Conditions.

    About Cookies | Manage Cookies
    Legal Privacy Security