Hello everyone,I am trying to figure out the following scenario for a self-employed client. A client purchased a car using finance with a trade-in. I am trying ... read more
We are making updates to the calculated underpayment penalties in the Tax Year 2024 projected tax returns and tax plans in Intuit Tax Advisor. What changed: We ... read more
Client's brother Jim died 2/14/2023 at age 82. No distribution from his ROTH account made prior to death.Beneficiary is brother Richard age 79.What is distribut... 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
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