Important Note:  This process can only be used by annual subscribers already in our database from the legacy software system.  The code below will not work if you use an email address that is not already on an annual subscription.

If you have any trouble with the process, please reach out to support at support@taxplannerpro.com.

• The first step is to sign up in the new software as a regular user.  This will create  your new account.

Sign up here:  https://app.taxplanner.pro/signup

• Once at the sign up page, enter your email address and then click to Sign Up
• Next you will fill in your contact details such as name, password and phone number.  The last data point is for your custom subdomain.  For more information about what that is, click here
• After signing up, you will be taken to a plan selection page
• On that screen select the 5-Year Plan from the subscription options.

Important Note:  You will have access to the 5-Year plan only through the end of your annual subscription, this is not actually a purchase of the 5-Year use of the software.

You will be prompted next to agree to the following

• In the coupon code section, enter the code TPPLEGACY and the click "Apply"

• Finally, click on "Purchase Subscription" at the bottom of the screen

You will continue to have access to the legacy Tax Planner Pro system until we close that down on 10/31/25.  However, it will no longer be updated for new years or tax law changes.