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Intuit Tax Advisor News and Updates

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NEW - Quarterly Estimated Projected Payment (QEPP)

Expedite Calculating Projected Estimated Payments for the 9/16/24 due date ...

NEW - Pass Through Entity Tax Strategy for California!

Intuit Tax Advisor will now notify you through a strategy insight when your...

View upcoming webinars

Check out the Education Resource Center for webinars, on-demand trainings, ...

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ITA Pop-up: Couldn't find your firm address

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

IntuitGabi Community Manager

Update

posted Nov 9, 2023

Last activity Nov 9, 2023

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Tax Advisory services training- Sign up today!

Sign up to access a library of training and development tools all focused on providing exceptional tax advisory services. Come back to see new training as it is... read more

IntuitGabi Community Manager

Update

posted Oct 5, 2023

Last activity Jan 22, 2024

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Webinar - Intuit Tax Advisor: In the Know (June 21st 1:00 PM CDT)

Join us today, June 21st at 1:00 PM CDT, to meet the Intuit Tax Advisor team to help you maximize your return on investment on your journey to advisory. We will... read more

IntuitBettyJo Community Manager

Intuit Tax Advisor Webinar

posted Jun 13, 2023

Last activity Jun 21, 2023

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New functionality added for PTO Users

Our Intuit Tax Advisor team just launched a new functionality for our ProConnect Tax Users. This new feature allows you to see potential tax savings even before... read more

IntuitBettyJo Community Manager

Intuit Tax Advisor Update

posted Mar 3, 2023

Last activity Mar 3, 2023 by IntuitBettyJo

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Intuit Tax Advisor Strategy Pipeline - VOTE NOW

Introducing our new Intuit Tax Advisor Strategy Pipeline. Let your voice be heard! Here, you can vote on the Strategies that are most important to you and your ... read more

IntuitBettyJo Community Manager

Intuit Tax Advisor

posted Feb 15, 2023

Last activity Feb 15, 2023

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Tax Planning Masterclass - Upcoming Webinar on 1-10-2023

Register your seat now! The event will take place on January 10, 2023 at 11 AM Pacific Time. Find details here about the Tax Planning Masterclass fromDominique ... read more

Intuit_Al Community Manager

Webinar

posted Jan 4, 2023

Last activity Jan 5, 2023

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Check out the Intuit Tax Advisor Product Update Space

Our product team is hard at work improving Intuit Tax Advisor. Check out our product updates page to see whats been Released and Coming Soon. You also have the... read more

IntuitBettyJo Community Manager

Intuit Tax Advisor Update

posted Nov 30, 2022

Last activity Nov 30, 2022 by IntuitBettyJo

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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

IntuitGabi Community Manager

Intuit Tax Advisor

posted Jun 10, 2022

Last activity Jun 10, 2022

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How to provide feedback and share your ideas

Please share your feedback by posting a question here!We will be monitoring your posts on community for insights or potential hiccups you may see.For program ... read more

IntuitRebecca Moderator

Intuit Tax Advisor

posted May 5, 2022

Last activity Aug 1, 2022

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Getting started with Tax Advisor

Getting started with Tax Advisor Here's how to get started: Step 1 - Sync your clients For Lacerte, follow the help article to Sync your Lacerte clients to Intu... read more

Will_Intuit Intuit Alumni

Intuit Tax Advisor

posted Apr 13, 2022

Last activity Feb 26, 2025

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