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Tax Plan Cost

philk5547
Level 1

Is there a cost to using the tax plan feature? How many tax plans can you do for the same client in a year? Can I do multiple tax plans for 2020 for a client? 

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1 Comment 1
itonewbie
Level 15

No cost for using Tax Plans.  You can create multiple tax plans for any one return.  Under each tax plan, there is a limit to projecting 3 years out and 3 scenarios for each year, if I recall correctly.

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Still an AllStar
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