Instant calculation of tax liability and other calculated figures as you enter data. Customizable client letter. Printing options will allow you to control the output generated to provide your client with an informative, and professional report. Allows for the creation of custom statements for any input field in the planner. Provides the ability to create field specific as well as global notes.
State planning is available for California and New York as well as a user-specified generic state.
Automatically applies a user-defined inflation rate adjustment for future years. In addition to the above mentioned features, the Lacerte tax planner will also include a powerful graphing feature that allows you to generate custom graphs for any user defined amount or amounts. Choose from various graph types and customize the settings to generate professional, customized reports for your clients. Choose from various graph types and customizable settings to generate professional reports for your clients.