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- What is Oneview V2?Exciting news for you all. We just improved Client Insights Oneview in Intuit Tax Advisor, to help you identify the best clients for your adv... read more0 0
- Coming Soon - A 457(b) plan is a retirement savings plan offered to the employees of many state and local governments and nonprofit organizations. The taxpayer ... read more0 0
- Coming Soon - Employers can make matching and non-matching contributions to a sponsored 457(b) plan on behalf of their employee. Employer matching contributions... read more0 0
- Released September 2023 - Now when you add a new strategy to a client’s plan, you will automatically see refreshed insights based on that strategy. The strategi... read more0 0
- Released September 2023 - Customize client reports with the colors you want. Dial up your creativity and use your firm colors to create a professional report th... read more0 0
- Released September 2023 - Now you can feel confident in creating a tax plan that's tailored to each individual client. With this new feature, you can preview up... read more0 0
- Released - August 2023 Now Intuit Tax Advisor will be able to take in primary state returns in addition to federal. You can now toggle between federal to pri... read more2 0
- Coming Soon - A Net Operating Loss (NOL) carry-forwardallows businesses suffering losses in one year to deduct them from future years' profits. This effectively... read more0 0
- Released June 2023 - A Third party independent installment sale is a legal contract between the taxpayer and an unrelated third-party trust/trustee. Under the c... read more1 0
- Released June 2023 - Intuit Tax Advisor Client Credit Preview feature now allows customers to see the potential number of tax strategies and potential savings f... read more1 0
- Released June 2023 - A taxpayer that actively trades stock may qualify for Trader Tax Status. If the requisite volume, frequency, holding period, hours, and acc... read more0 0
- Released June 2023 - A taxpayer that actively trades stock may qualify for Day Trader tax Status. If the requisite volume, frequency, holding period, hours, and... read more0 0
- Released - May 2023 If a taxpayer qualifies as a real estate professional, the taxpayer can deduct losses from real estate activities against ordinary income an... read more0 0
- Released May 2023 - Point of need help is now available throughout the product to provide contextual guidance and information. Select the question marks whereve... read more1 0
- Released April 2023 - This feature enables users to monitor bottom line numbers while making adjustments and working on strategies. Additionally, users can jump... read more1 0