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Common questions about using Intuit Tax Advisor

SOLVEDby Intuit2Updated 3 weeks ago

This article answers frequently asked questions about using Intuit Tax Advisor. To learn more about Intuit Tax Advisor, click here.

Which tax returns can I import?

2022 Intuit Tax Advisor imports Lacerte and ProConnect individual returns for tax year 2021 or 2022.

We have many strategies for business clients which are all planned from the owner’s individual return.

Can I create plans from scratch without importing a tax return?

No. At this time, Intuit Tax Advisor is only available for clients whose returns you file in Lacerte or ProConnect.

You must have an active current year license for Lacerte or ProConnect in order to use Intuit Tax Advisor. ProSeries Basic and ProSeries Professional don’t currently integrate with Intuit Tax Advisor.

Which strategies will the program automatically check for?

Intuit Tax Advisor searches potential triggers in the tax data to create tax insights. For example, if your client was near the threshold for itemizing deductions, Intuit Tax Advisor may suggest bunching itemized deductions in even years and taking the standard deduction in odd years.

Will I be charged again if I make multiple plans for one client?

No. When you create the client’s first plan, one credit will be used. After that, you can create as many plans as you need for the same client without an additional credit. 

What happens if I don’t use all the plans I bought? Will my unused credits roll over to next year?

No. Tax plan credits expire at the end of the calendar year. We recommend you only purchase the credits you need.

Intuit won’t refund all or part of the purchase price for unused tax plans.

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