As a pass through a client must file a SCH C with their 1040. If they elect to become a S Corp filing form 2553, does this mean they have to file an 1120 for th... read more
To be able to offer a Tax Advisory plan to potential users, we need to be able to make a list quickly of all the clients with potential estimated tax savings. O... read more
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
I would like the client deliverable to include 3 columns:Prior year actualCurrent year baseline without strategiesCurrent year with strategiesTo show the compar... read more
When will Intuit Tax Advisor be available for 2024 tax planning?Federal tax planning for 2024 will be available mid-February.State tax planning for 2024 will fo... read more
Has anyone else had issues with syncing their clients from ProConnect into Tax Advisor?I tried creating a tax plan for a new client in ProConnect, with 50 tax c... read more
I am working on a client tax plan, where income has increased from last year (wages) but part of the plan is to maximine 401k contributions. On the final report... read more
When Intuit tax advisors computes net savings from 401K Strategy, it computes cash expended to fund the 401K net of tax savings. What about if they contributed ... read more
The tax software already has all the information necessary in the general information section to update the ITA tax plan for loss carryovers etc. It would make ... read more
I have a plan where the taxpayer no longer has a W-2 from an employer. I have cleared the W-2 data and manually adjusted the state tax payments on the federal s... read more
Did you recieve the pop-up "Couldn't find your firm address"?We need your firm's address to proceed further. To continue with Tax Advisor, here’s how you update... read more
The Sync option does not appear in my Display. Tech support has not solved this issue in 50 minutes.Survey: Is your confidence with ITA high, medium or low?I ha... read more