Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- ProConnect Tax
- :
- ProConnect Tax Discussions
- :
- Personalized Tax Advice
Personalized Tax Advice
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
jpmoorecpa
Level 1
05-27-2020
04:28 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Does Proconnect have a feature to produce "Personalized Tax Advice" report like ProSeries?
Labels
This discussion has been locked.
No new contributions can be made. You may start a new discussion
here
1 Comment 1
itonewbie
Level 15
05-27-2020
07:16 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
That'd be the Tax Plan in PTO.
- Goto the Clients dashboard;
- Click on the name of the client;
- Click on the Tax plans tab; and
- Click on the Create tax plan button.
See this article for more info: https://proconnect.intuit.com/community/help-articles/help/how-do-i-create-a-tax-plan-in-proconnect-...
One big caveat is that there is no write-up with the Tax Plan in PTO. You will need to create your own commentary.
---------------------------------------------------------------------------------
Still an AllStar
Still an AllStar
