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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
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