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 Tax Online, this tool will help you compare multiple scenarios using current and future state and federal tax rates. It will be updated to help you and your clients plan for tax year 2018 changes.

 

 

 

Tax Reform Impact Summary: This worksheet can help you project year-over-year differences for your clients, including a printable summary. The Tax Reform Impact Summary assumes the same tax situation as the prior year; to model other tax situations, utilize the Tax Planner.

ProSeries®

 

Tax Planner: The Tax Planner can help you model different tax scenarios for your clients for the upcoming tax year. 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.

 

 

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

 

 

 

Lacerte®

 

Tax Planner: This tool has been updated to include all applicable tax law changes and help you present multiple tax scenarios to your clients as you plan for next tax year.

See how to use Tax Planner.

 

 

 

 

Tax Reform Impact Summary: This worksheet can help you project year-over-year differences for your clients, including a printable summary. The Tax Reform Impact Summary assumes the same tax situation as the prior year; to model other tax situations, utilize the Tax Planner.

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).

Building Service Models
for Handling Uncertainty
and Tax Reform

Published March 14, 2018

Understand more about tax reform so you can help your clients comprehend the changes for tax year 2018.


 

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 small business owners beginning tax year 2018.

 

Read the article

Lower Tax Rates Under
Tax Reform Bill: What Tax
Practitioners Need to Know

Published December 22, 2017

Read this breakdown of the new tax
provisions to understand how they
will impact your clients.
 

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 >