pmg light blue 728

Estimated reading time: 1 minute, 24 seconds

Intuit Readying New Tax Planner

Plan idea actionmIntuit will introduce  the Intuit Tax Advisor during the summer, the company says on its website this month. Tax Advisor is described as providing substantially broader tax planning capabilities than the currently available Lacerte Tax Planner,

The new software will build tax plans utilizing data imported rom Intuit ProConnect Tax or Lacerte Tax Software.  Preparers can generate these via Tax Advisor after  paying a $75-per-client credit for unlimited plans.

Intuit says the current Lacerte offering only projects taxable income and tax liability and is limited to four types of premade tax plans: a year/case analysis, difference analysis, Married Filing Jointly/Married Filing Separately comparison, and adjustment analysis. 

Tax Advisor imports 100 percent of tax data from return provides strategies for categories such as retirement plans, income and deduction timing, income shifting between entities, charitable contributions, state income shifting, tax credits, higher education, business expenses, health and wellness and investments.

Bob Scott
Bob Scott has provided information to the tax and accounting community since 1991, first as technology editor of Accounting Today, and from 1997 through 2009 as editor of its sister publication, Accounting Technology. He is known throughout the industry for his depth of knowledge and for his high journalistic standards.  Scott has made frequent appearances as a speaker, moderator and panelist and events serving tax and accounting professionals. He  has a strong background in computer journalism as an editor with two former trade publications, Computer+Software News and MIS Week and spent several years with weekly and daily newspapers in Morris County New Jersey prior to that.  A graduate of Indiana University with a degree in journalism, Bob is a native of Madison, Ind
Read 369 times
Rate this item
(0 votes)

pmg light blue 300

Visit other PMG Sites:

PMG360 is committed to protecting the privacy of the personal data we collect from our subscribers/agents/customers/exhibitors and sponsors. On May 25th, the European's GDPR policy will be enforced. Nothing is changing about your current settings or how your information is processed, however, we have made a few changes. We have updated our Privacy Policy and Cookie Policy to make it easier for you to understand what information we collect, how and why we collect it.