The Tax Reform
Resource Center

Presented by Intuit

What tax professionals and their clients
need to know.

A message from CeCe Morken 

 

We created this Tax Reform Resource Center as a single source for tools that will help you and your clients prepare for the changes to come as a result of the Tax Cuts and Jobs Act (TCJA). You can find information about product updates, continuing education webinars, articles with in-depth information about the new laws and tools summarizing the tax law to share with your clients, with more to come.

We know when there is a major change in tax legislation, you will need to spend more time helping your clients understand the impact. We hope that these steps make a difference for you and your clients and that we can be partners in your efforts.

Thank you,
CeCe Morken
EVP & GM Intuit ProConnect Group

 

In-Product Resources

 

All Intuit ProConnect professional tax products are up to date with current tax laws. Since the Tax Cuts and Jobs Act will mainly impact 2018 taxes, we’ve implemented a number of tools within our products to help you and your clients plan for the future.

 

 

ProConnect™ Tax Online

 

Tax Planner: Being developed for ProConnect Tax Online for tax year 2018, this tool is being designed to help you to model and compare different tax scenarios for your individual clients using current and future federal tax rates for future years. The estimated tax implications can be shared with your client based on actual data. The Tax Planner will be included in the tax year 2018 program at no additional cost to paid users.

 

 

 

 

 

 

 

 

Lacerte®

 

Tax Planner: The Tax Planner can help you model and compare different tax scenarios for your individual clients using current and future federal tax rates for future years. It’s updated for tax year 2018 and free to Lacerte Unlimited customers for tax year 2018. Learn more.

 

 

See how to use Tax Planner in the tax year 2017 product.

 

 

 

 

 

 

 

ProSeries®

 

Tax Planner: The Tax Planner can help you model and compare different tax scenarios for your individual clients using current and future federal tax rates for future years. It’s updated for tax year 2018 for ProSeries Professional customers and is now available to ProSeries Basic customers at no additional cost.

 

 

See how to use Tax Planner in the tax year 2017 product.

 

 

"What If" Worksheet Another great planning tool that is updated with changes for tax year 2018.

 

Webinars

 

Intuit ProConnect is invested in the success of you and your clients. In order to help you understand these major tax law changes and the implications to tax planning, we encourage you to register for the below webinars. Feel free to also check out all of our webinars and training programs. Our live webinars are free, and many of them are eligible for CPE and IRS CE credit
(exceptions apply).

5 Tips for Better Tax Planning for Handling Uncertainty and Tax Reform



Published June 1, 2018

Learn how tax reform presents an opportunity to increase your value as your clients' trusted advisor through proactive tax planning.

 

Read the article

5 Key Tax Changes for Your
Individual Clients in 2018



Published May 25, 2018

Get a comprehensive summary of the most important changes for your individual clients as a result of tax reform.

Read the article

A Key Provision of the
Tax Reform Act: New 20% Deduction
for Small Business Owners

 

Published March 7, 2018

Educate your entrepreneur clients on the Tax Cuts and Jobs Act's 20% deduction for pass-through entities beginning tax year 2018.

Read the article

Tax reform materials for your clients

 

This one-pager gives an overview of the impact
the Tax Cuts and Jobs Act will have on individuals as well
as small businesses for you to pass along to your clients.

 

 

This one-pager informs your clients about how they
can ensure they withhold the right amount as a result of
the new tax law or a change in circumstances.

 

How can we help?
 

As we continue through this transition, we want
to learn from you what you need from us.

 

Stay in the know.
 

Stay up-to-date by subscribing to the Tax Pro Center
for the latest news on the tax reform legislation.

Visit the Tax Pro Center >