angela1
Level 1
4 weeks ago
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What is everyone using for tax planning software? When I used Ultra Tax they had a separate program that we could use for tax planning scenarios.
3 Replies 3
itonewbie
Level 15
4 weeks ago
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The Tax Planner in PTO is too rudimentary for most. You'd likely need to look elsewhere. @George4Tacks uses TaxTools and could probably give you some good insights.
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sjrcpa
Level 15
4 weeks ago
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I use BNA Income Tax Planner with 50 states. There is a Lacerte bridge. Don't know if there is for ProSeries and ProConnect.
ex-AllStar
Level 15
4 weeks ago
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ProSeries Professional has a Tax Planner in the list of Forms. It also has a What-If Worksheet.
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