Legacy TPP
Help articles for the legacy version of Tax Planner Pro softwareGetting Started
Tax Planner Pro Introduction Video
In this video you will see a brief overview of the software and functionality.
Summary Screens
The Business Summary and Personal Summary project your taxes
Sync Settings
Use sync settings to create the perfect tax projection
Business Projection
Customize your business projection and settings
Client Portals vs Bookkeeper/CPA Portals
Where your clients log in is different than where you login
User Domain Settings
How to set up your custom domain for TPP
Logo Upload For Portal and Reports
You can use your firm logo to customize the software
Planning Module
Planning Module Tutorial
Planning module basics and how to navigate the planners
How to turn the planning modules on/off
The planner module is on by default but easy to turn hide
Estimated Tax Payments Planner
This article will explain how to use this concept planner
Simulator Module
Simulator Module Tutorial
The Simulator helps you run "what if" scenarios with your tax projection
Simulator Comparison Demo
Use the comparison function to compare scenarios and side by side projections
Simulator Comparisons
How to use the comparison feature in the simulator
Running Tax Projections
Step 2: Adding Clients
Part 2- Accountant User Training
Step 3: Client Settings
Part 3- Accountant User Training
Step 4: Client Profile Set Up
Part 4- Accountant User Training
Step 5: Business Data
Part 5- Accountant User Training
Step 6: Personal Data
Part 6- Accountant User Training
Pass-through Deduction Tutorial
Also called the Sec 199A deduction or QBI Deduction
Rolling Average & Linear Projection Settings
We offer several methods for calculating your business projections
Hydra Overview
How to sync multiple companies to the same taxpayer using Hydra
Projection Depreciation and Amortization
Make sure your bookkeeping includes depreciation and amortization
Capital Loss, QBI, NOL Carryforwards
Capital Loss Carryforwards do not have a separate input.
Manual Data Entry
If your client does not use QuickBooks Online or Xero, you will need to manually input business data
TN Franchise Tax on Business Income
Tax Planner Pro does calculate the TN Franchise Tax
Reports Module
Adding Firm/Client Details + Logo To The Reports
Updating the "prepared for" and "by" sections on the report and adding your logo
Firm Report Template
Use templates to apply the same format to any client report
Updating Reports
You can update an entire report with current projection info, or just a section.
New Report Templates
How to apply and customize our new templates
Frequently Asked Questions
What is a Strategy vs Concept
The planner module has strategies and concept tabs, what is the difference?
How Often Are New Strategies/Concepts Created?
When are new strategies or concepts built into the software?
How do I add Staff Users?
Tax Planner Pro only allows 1 login
Can I add my own strategies to Tax Planner Pro?
Not yet, but if we have enough interest we will build it.
Why doesn't the report data match the projections on the dashboard?
Sometimes the report can have old data in it.
Why does the business summary not match to synced bookkeeping?
First check the business start date.
What software does Tax Planner Pro sync with?
Only QuickBooks Online and Xero