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It'd be great if we could have a strategy for exercising and holding ISO's until ISO treatment applies but pay AMT vs. sell now.
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ITA reports would be much more versatile to use if we could generate a comparison report with line items similar to the prior year comparison report in PTO. Thi...
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The tax software already has all the information necessary in the general information section to update the ITA tax plan for loss carryovers etc. It would make ...
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The state tax section is very bare-bones and does not allow for planning such as CA PTET. This is a major issue for anyone with pass-through income in CA and ma...
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We would love to be able to query our returns to compile downloadable lists of subsets of clients based on forms or other data in their return. For example, if ...
