Guide to Tax Planning Tools in ProSeries Professional

This guide outlines the functionalities and benefits of tax planning tools available in ProSeries Professional. It details how tax professionals can utilize these tools to create effective tax plans, analyze various client scenarios, and communicate insights to clients. The document emphasizes the importance of tax advisory services and how they can enhance client relationships and firm profitability. It describes the process of creating a tax plan using ProSeries worksheets, which include both summary and detailed taxpayer information. Additionally, the guide explains how to analyze different scenarios using current year data and the What-If Worksheet feature. It also covers the significance of effective communication with clients through the presentation of tax advice based on their data. The guide concludes by discussing the Intuit Select Pro Staffing service, which connects firms with vetted staffing partners to improve efficiency and capacity.