BNA Income Tax Planner: Features
Offering the most comprehensive income tax planning software features available, BNA Income Tax™ Planner helps you efficiently model complex tax scenarios, eliminate surprises, and offer planning and projections that help clients manage and reduce their federal and state individual income tax liability.
- The professional income tax planning software is available in federal-only or federal plus 50 states editions
- Allows up to 20 side-by-side columns of federal and state tax data for multiple years and/or scenarios
- Seven modes of analysis (years within cases, cases within years, adjustment, difference, taxpayer-spouse, annualization, and minor child)
- Handles all years after 1986, and lets you specify whether or not to sunset the 2001 Act provisions
- Simple worksheet structure that allows entry of additional detail in custom worksheets
- All computations done instantly
- Handles entries from K-1s and 1099s on an activity-by-activity basis
- Security Transaction Analyzer automatically determines the type and amount of gain or loss for each capital transaction, and lets you post each transaction to the specific scenarios you want
- Watch Window lets you continually view up to any ten rows so you can instantly see the impact of data changes to items such as the AMT liability, the alternative capital gains tax, etc.
- Graph feature prepares a customizable graph of your client’s data
- Client Letter lets you write a client letter while still in the program, and link amounts from worksheets to the letter
- Dynamic Data Exchange lets you exchange data between the program and other popular Windows-based programs
- Notes feature lets you create—and optionally print—notes for any input row on any worksheet, including custom worksheets
Additional Income Tax Planning Software Features Save Time and Streamline Work
- Ability to email a client file, either as a PDF or an IT data file directly from the program
- Protects historical data with column locking
- Ability to merge client files
- Lets you select columns displayed on-screen and printed
- Allows up to 500 passive and non-passive individual activities
- Auto backup
- Selecting state tax law applied makes it easy to compare tax burdens of different states
- Automatically download program updates via the Internet
- Print Preview allows on-screen review of reports
- Print Columns feature lets you print historical year followed by multiple cases of new years
- Page Style feature lets you choose the appearance of the printed reports
- Save reports as text, spreadsheet, or PDF files
- Optional password protection for files
Electronic Help/Documentation
- Online context-sensitive help messages for all commands and operations
- Online tax help for all entry rows
- Comprehensive, fully-indexed user and tax reference manuals; separate Fifty State Planner user and reference manual
Software Support Services
- Toll-free telephone technical support included
- CPE-eligible training available
Get Started With BNA Income Tax Planner
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