Note: The Tax Planner is not available for state forms.
There are two main Tax Planner Worksheets that will need to be filled out, they are:
  • Tax Planner Summary Information Worksheet
  • Tax Planner Taxpayer Information Worksheet
When you open the Tax Planner Summary Information Worksheet, you will see four columns. The first column (Tax Return) shows the current tax return amounts. Each Tax Planner Summary Information Worksheet allows you to view up to three tax plans. If you would like more than three tax plans, you can add an additional Tax Planner Summary Information Worksheet.
*Note: When the year is chosen for the plan, the current year information populates the column. The program does not provide a way to flow any other plan information as the default for a new plan; the program will ALWAYS use the current year.
To begin a plan, start with the column Plan 1. On this Tax Planner Summary Information Worksheet, you can:
  • Enter the Tax Year
  • Enter a Plan Description
  • Enter an Inflation Percentage
  • Check to prepare ES vouchers based on this plan
  • Check to prepare Form W-4 based on this plan
After completing the above entries as necessary, click the QuickZoom to the Planner Taxpayer Information Worksheet to continue entering information.   On the Tax Planner Taxpayer Information Worksheet, you can:
  • Enter taxpayer filing information
  • Enter salary and wage information
There are nine other Tax Planner Worksheets, that you can fill out as necessary, they are:
  • Tax Planner Investment Income Worksheet
  • Tax Planner Business Income / Self-Employment Income Worksheet
  • Tax Planner Rents, Royalties, Pass-through Entities, and Other Income (Loss) Worksheet
  • T ax Planner Passive Activity Income and Loss Worksheet
  • Tax Planner Adjustments Worksheet
  • Tax Planner Itemized Deductions Worksheet
  • Tax Planner Taxes, Credits and Payments Worksheet
  • Tax Planner Credits Worksheet
  • Tax Planner Alternative Minimum Tax Worksheet


To find out more about the Tax Planner, new tax laws, and what calculations can be made, go to the Help Menu for details.

See Also:

Please note ProSeries Technical Support cannot provide tax advice or advise you on tax specific treatment

You may wish to ask your tax specific questions on the ProSeries Online Community