Tax Planner Pro

Christopher Ragain CPA

Understand how to use the various tools inside Tax Planner Pro

Updating the "prepared for" and "by" sections on the report and adding your logo

Use templates to apply the same format to any client report

You can update an entire report with current projection info, or just a section.

How to apply and customize our new templates

The Simulator helps you run "what if" scenarios with your tax projection

Use the comparison function to compare scenarios and side by side projections

How to use the comparison feature in the simulator

Planning module basics and how to navigate the planners

The planner module is on by default but easy to turn hide

This article will explain how to use this concept planer

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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