In Review

In Progress

Completed

Main Roadmap

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.

High Priority

Allow Users to Create Custom Tax Strategies in Planner and Report

ChrisRagain

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.

Back-Door Roth and Mega Back-Door Roth

Jill Jacobs

Cost Segregation Strategy for Real Estate Investments

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

S-corp enhancements

Nick Sailer

A tool that shows both employee and employer contributions available for a solo 401k

Solo 410k strategy tool

Right now, TPP projects only the resident state for taxpayers, this feature would allow adding up to 5 states.

Multi-State Tax Projections

Add strategy for adding shareholder health insurance as wages for owners greater than 2%

2% S-Corp Shareholder Health Ins Strategy

Lori

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?

PTET Tool

ROI analysis tool that would help with selling a tax plan

ROI Analysis Tool

Louryn Butler

Cash Balance Pension Plan Strategy

New Report Templates are being built with new colors, styles and more.

New Report Templates

Help Center

Improved

Fixed

Admin

Manager

Contributor

taxplannerpro

Planned

Rejected

Low Priority

Quarterly Roadmap

Monthly Roadmap

Tell Tax Planner Pro how they could make the product more useful to you. Make sure to look if your idea is already here and upvote it!