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FreshBooks Integration
FreshBooks started with being primarily an invoicing program but has over the years developed into much more. They recently rolled out a program to team up with accountants and have stepped up their feature set. It seems that the type of businesses that are a great fit for FreshBooks are also an ideal target audience for Tax Planner Pro. I find the support and listening to user needs to be much better than what I have found when using Xero. While I have to agree that QuickBooks Online is top notch and the one to beat, I think FreshBooks in many ways is better then Xero. If possible, would you consider FreshBooks integration for Tax Planner Pro in the future. I think it would be a great value add for my clients using FreshBooks and who do not want to switch to QB or Xero for whatever reason. Kyle
Kyle Pace 2 days ago
FreshBooks Integration
FreshBooks started with being primarily an invoicing program but has over the years developed into much more. They recently rolled out a program to team up with accountants and have stepped up their feature set. It seems that the type of businesses that are a great fit for FreshBooks are also an ideal target audience for Tax Planner Pro. I find the support and listening to user needs to be much better than what I have found when using Xero. While I have to agree that QuickBooks Online is top notch and the one to beat, I think FreshBooks in many ways is better then Xero. If possible, would you consider FreshBooks integration for Tax Planner Pro in the future. I think it would be a great value add for my clients using FreshBooks and who do not want to switch to QB or Xero for whatever reason. Kyle
Kyle Pace 2 days ago
Customize Email Template
I'm not sure if this has already been asked, however, it would be great to be able to customize the email template so we can add a link for our clients to schedule a meeting to review and update their tax plan.
DKK Accounting 3 days ago
Customize Email Template
I'm not sure if this has already been asked, however, it would be great to be able to customize the email template so we can add a link for our clients to schedule a meeting to review and update their tax plan.
DKK Accounting 3 days ago
Back-Door Roth and Mega Back-Door Roth
The lifetime savings on untaxed growth doesn't provide a current year benefit, but I want to be able to show my clients how this strategy will save them money over their lifetime. A bar chart showing tax savings each year over 30 years would be preferable.
Jill Jacobs 3 months ago
Back-Door Roth and Mega Back-Door Roth
The lifetime savings on untaxed growth doesn't provide a current year benefit, but I want to be able to show my clients how this strategy will save them money over their lifetime. A bar chart showing tax savings each year over 30 years would be preferable.
Jill Jacobs 3 months ago
PTET Tool
The passthrough entity tax is a way people can lower their tax liability with s corps or partnerships. Would it be possible to add a tool that could model this with the applicable states?
Nick Sailer 3 months ago
PTET Tool
The passthrough entity tax is a way people can lower their tax liability with s corps or partnerships. Would it be possible to add a tool that could model this with the applicable states?
Nick Sailer 3 months ago
Pass-through entity elective tax
Need a strategy to figure out the tax saving for CA entity elective tax https://www.ftb.ca.gov/file/business/credits/pass-through-entity-elective-tax/index.html#:~:text=The%20elective%20tax%20is%209.3,to%20California%20personal%20income%20tax.
BastaCPA 3 months ago
Pass-through entity elective tax
Need a strategy to figure out the tax saving for CA entity elective tax https://www.ftb.ca.gov/file/business/credits/pass-through-entity-elective-tax/index.html#:~:text=The%20elective%20tax%20is%209.3,to%20California%20personal%20income%20tax.
BastaCPA 3 months ago
Strategy Tool for STR Loophole & Bonus Depreciation
A tool where you could plug in details of a STR loophole deduction:purchase price structure %<15 year property %Bonus dep rate= year 1 deductionWould be sweet if this could be in the report too
Nick Sailer 3 months ago
Strategy Tool for STR Loophole & Bonus Depreciation
A tool where you could plug in details of a STR loophole deduction:purchase price structure %<15 year property %Bonus dep rate= year 1 deductionWould be sweet if this could be in the report too
Nick Sailer 3 months ago
S-corp enhancements
Build into the business section to be able to add owner salarys in the business section that will automatically marry over to the W2 section. Then you could strategize tweaking the salary and not have to adjust it in both places
Nick Sailer 3 months ago
S-corp enhancements
Build into the business section to be able to add owner salarys in the business section that will automatically marry over to the W2 section. Then you could strategize tweaking the salary and not have to adjust it in both places
Nick Sailer 3 months ago
Dashboard and strategy tab show marginal tax bracket and distance
I'd like somewhere in either tab that shows what marginal federal bracket they are in and the distance between each end. This should be easy since it shows on the report
Nick Sailer 3 months ago
Dashboard and strategy tab show marginal tax bracket and distance
I'd like somewhere in either tab that shows what marginal federal bracket they are in and the distance between each end. This should be easy since it shows on the report
Nick Sailer 3 months ago
Zapier Integration
I would like to be able to sell subscriptions to my clients so that they can run their own tax plan. Is it possible to create a zapier connection? It's ok if this isn't available.
accounting email 4 months ago
Zapier Integration
I would like to be able to sell subscriptions to my clients so that they can run their own tax plan. Is it possible to create a zapier connection? It's ok if this isn't available.
accounting email 4 months ago
More Accurate SS Income Calculation For Low Income Clients
Right now, TPP allocates 85% of Social Security benefits as taxable income. But if a client has less than 32K of total income (including 50% of SS income) then the taxable amount is less. TPP never built this into the software as we did not know who would need tax planning when their income is so low. If enough users ask for it, we will build it.
ChrisRagain 4 months ago
Low Priority
More Accurate SS Income Calculation For Low Income Clients
Right now, TPP allocates 85% of Social Security benefits as taxable income. But if a client has less than 32K of total income (including 50% of SS income) then the taxable amount is less. TPP never built this into the software as we did not know who would need tax planning when their income is so low. If enough users ask for it, we will build it.
ChrisRagain 4 months ago
Low Priority
Allow Users to Create Custom Tax Strategies in Planner and Report
This function would allow for strategies to be created by first filtering what clients are eligible for the strategy, the outlining the calculation using variables of the projection data.
ChrisRagain 4 months ago
High Priority
Allow Users to Create Custom Tax Strategies in Planner and Report
This function would allow for strategies to be created by first filtering what clients are eligible for the strategy, the outlining the calculation using variables of the projection data.
ChrisRagain 4 months ago
High Priority
Multi-State Tax Projections
Right now, TPP projects only the resident state for taxpayers, this feature would allow adding up to 5 states.
ChrisRagain 5 months ago
High Priority
Multi-State Tax Projections
Right now, TPP projects only the resident state for taxpayers, this feature would allow adding up to 5 states.
ChrisRagain 5 months ago
High Priority
Itemized Deduction Vs Standard Deduction Concept
Illustrate what the best option can be for each taxpayer in a concept and report page.
ChrisRagain 5 months ago
Itemized Deduction Vs Standard Deduction Concept
Illustrate what the best option can be for each taxpayer in a concept and report page.
ChrisRagain 5 months ago