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Intuit Tax Advisor

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Getting started with Intuit Tax Advisor

Getting started with Intuit Tax AdvisorIntuit Tax Advisor allows you to bui...

How to provide feedback and share your ideas

During the beta period, please share your feedback by posting a question he...

Common questions about using Intuit Tax Advisor

Which tax returns can I import? 2022 Intuit Tax Advisor imports Lacerte and...

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Intuit login time out is way too short

Feedback: TheIntuit login time out is way too short- less than an hour. I'm at my computer working in Chrome, but not on the ITA tab. Constantly have to re-logi... read more

IntuitJim Employee

Intuit Tax Advisor

posted Jun 17, 2022

Last activity Jun 25, 2022 by Renee Daggett

3 2
First plan is created. How do I create a second plan?

After I create my first plan, how do I create a new one which would be a variance on the first? I believe we can do unlimited plans for each client, but I don't... read more

Renee Daggett Level 1

Tax Plans

posted Jun 25, 2022

Last activity Jun 25, 2022

0 0
State Analysis - Must Have

With Lacerte Planner, we can show clients amount due/refund amount for IRS and FTB. With ITA, all my numbers show $0. This won't fly...clients will ask more que... read more

Renee Daggett Level 1

State Analysis

posted Jun 25, 2022

Last activity Jun 25, 2022

0 0
Entity Comparison

To make ITA valuable, we definitely need a tax strategy to change the entity for Schedule C filers to see if S-corp would be something to consider for tax savin... read more

Renee Daggett Level 1

Entity Comparison Strategy

posted Jun 25, 2022

Last activity Jun 25, 2022

0 0
Enter in YTD Paystub?

Working with ITA feels easy to move around. Entering in higher W2 Gross wages is great, but I wish the SS/Med wages would auto-populate like it does when you en... read more

Renee Daggett Level 1

Year to date Paystub

posted Jun 25, 2022

Last activity Jun 25, 2022

0 0
Feeling Lost on Community

I’m “playing” with a tax plan. I feel a little lost on the community end of things. I just posted a suggestion (I think) about the formatting of the tax plan. H... read more

Renee Daggett Level 1

Intuit Tax Advisor

posted Jun 23, 2022

Last activity Jun 25, 2022 by Renee Daggett

9 6
Format of report cut off when over a million

On the tax plan report, year over year, the federal total taxes amount wraps to the second line when the amount is over a million. Is this a formatting thing I ... read more

Renee Daggett Level 1

Formatting Intuit Tax Advisor

posted Jun 23, 2022

Last activity Jun 23, 2022

0 0
Errors

Linked two clients. Both times I get this error:The client does show up under Tax plans though.When I click "View tax plan" I get this error:

AJL Level 2

Intuit Tax Advisor

posted Jun 17, 2022

Last activity Jun 22, 2022 by kfisher1

2 4
Common questions about using Intuit Tax Advisor

Which tax returns can I import? 2022 Intuit Tax Advisor imports Lacerte and ProConnect individual returns for tax year 2021. We have many strategies for busines... read more

IntuitGabiU Community Manager

Intuit Tax Advisor

posted Jun 10, 2022

Last activity Jun 10, 2022

1 0
How to contact Intuit Tax Advisor for help

Hours of operation Open Close Monday through Friday 6:00 AM 5:00 PM Saturday Closed Closed Sunday Closed Closed Call 1-844-333-1909 for customer se... read more

Admin Al Community Manager

Intuit Tax Advisor

posted Jun 10, 2022

Last activity Jun 10, 2022

0 0
How to provide feedback and share your ideas

During the beta period, please share your feedback by posting a question here!We will be monitoring your posts on community for insights or potential hiccups ... read more

IntuitRebecca Moderator

Intuit Tax Advisor

posted May 5, 2022

Last activity Jun 14, 2022

8 0
Getting started with Intuit Tax Advisor

Getting started with Intuit Tax AdvisorIntuit Tax Advisor allows you to build custom tax plans in minutes, with data automatically generated from your Lacerte o... read more

Will_Intuit Employee

Intuit Tax Advisor

posted Apr 13, 2022

Last activity Jun 10, 2022

1 0