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    • Created with Sketch. In anticipation of the upcoming May 15th deadline, we've compiled a list of the most common questions here.
    Created with Sketch. In anticipation of the upcoming May 15th deadline, we've compiled a list of the most common questions here.
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    TAX PLANNER 2018

    D2018
    Level 2
    ‎12-07-2019 06:09 AM

    Why cant we create tax plans for new 2018 clients with pro-connects tax plan!? Anybody have any suggestions on how to accomplish this? 

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    itonewbie
    Level 15
    ‎12-07-2019 06:09 AM

    There is no tax planner for 2019.  Tax planner for 2018 is only available for 2017 returns.

    If you need to plan for 2019, your could consider using the Federal Estimated Tax Worksheet, which is found under Payments, Penalties & Extensions > 2019 Estimated Tax (1040-ES).

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    Still an AllStar

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    3 Comments 3
    itonewbie
    Level 15
    ‎12-07-2019 06:09 AM

    There is no tax planner for 2019.  Tax planner for 2018 is only available for 2017 returns.

    If you need to plan for 2019, your could consider using the Federal Estimated Tax Worksheet, which is found under Payments, Penalties & Extensions > 2019 Estimated Tax (1040-ES).

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    Still an AllStar
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    D2018
    Level 2
    ‎12-07-2019 06:09 AM
    Thank you. That with some other things works well. I guess i was just expecting the advertised "tax planner" to actually be currently useful.
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    itonewbie
    Level 15
    ‎12-07-2019 06:09 AM
    NP, @D2018!  Was thinking that PTO would continue the development from last year too but apparently not.
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    Still an AllStar
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