BNA Income Tax Planner
Top-Rated Income Tax Planning Software
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 income tax planning and tax projections that help your clients manage and reduce their federal and state individual income tax liability.
BNA Income Tax Planner allows you to quickly calculate federal income taxes including alternative minimum tax (AMT), capital gains, estimated tax payments, stock options, and more with the most accurate tax calculations available. You can be confident that you are advising your clients with the most up-to-date information and tax calculations.
Comprehensive Income Tax Planning & Tax Projection Software Features
BNA Income Tax Planner provides extensive features that are designed to handle simple to very complex tax scenarios and provides professionals with a wide array of tax planning and tax projection tools including:
- Multiple tax scenarios help you compare side-by-side 'what ifs' to determine best tax savings
- 20 planning years offer true projection capability
- Drill-down analysis capabilities allow you to precisely manage the tax ramifications of marriage and divorce, real estate transactions, stock options, and more
- Up-to-date calculations assure you are working with the latest tax law
- Prior-year tax calculations going back to 1987 help you effectively manage audits, adjustments, and back-tax engagements
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Accurate Income Tax Calculations: Takes The Guess Work Out of Planning
Offering the most accurate set of calculations available, BNA Income Tax Planner allows you to quickly calculate federal income taxes including alternative minimum tax, capital gains, estimated tax payments, stock options, and more.
- Fast, accurate software updates assure you’re always working with the most current, most accurate tax law and information possible
- Optional Fifty State Planner supports detailed calculations for all resident states, NYC, DC, and over 30 nonresident states
Learn More About Income Tax Calculations »
Import Client Data Directly From Tax Preparation Software
Save time and reduce errors by importing client data directly from major tax preparation software.
- Import client data with automated interfaces from major tax preparation programs including Lacerte, ProSystem fx, UltraTax CS, and GoSystem
Professional Reports & Client Communications
Provide your clients with the detail they want through reports and graphs that will help them understand the plan, see options, and make decisions.
- Create compelling and easily understandable summary reports, graphs, and client letters – and easily send them via email
- Deliver the detailed insight clients need to minimize their tax liability
- Produce estimated payment vouchers without leaving the program
- Dynamically link to financial planning data in MS Excel or Word
Get Started with BNA Income Tax Planner
Get started with a free 30-day trial » or attend a product demo »
Related Information
Recent Product Review:
Five-Star Review From CPA Practice Advisor
"BNA Income Tax Planner can manage even the most complex taxation scenarios, offering quick calculation of prior and future liabilities, with built-in formulas for AMT, inflation, phase-ins and phase-outs, and planning for all states."
Read the 5-Star Review of BNA Income Tax Planner »
2011 Review from The Progressive Accountant
"With a wide library of reports and features, BNA Income Tax Planner is an extensive planning tool that handles not only current tax projections but the filing of back taxes, estate taxes, retirement planning, investment planning and other features not included in other tax planning software solutions."
Read the Entire 2011 Review of Tax Planning Software »
Customer Success Story:
Sher & Co Provides Clients with Fast and Accurate Tax Projections Using BNA Income Tax Planner »
