The new software will build tax plans utilizing data imported rom Intuit ProConnect Tax or Lacerte Tax Software.  Preparers can generate these via Tax Advisor after  paying a $75-per-client credit for unlimited plans.

Intuit says the current Lacerte offering only projects taxable income and tax liability and is limited to four types of premade tax plans: a year/case analysis, difference analysis, Married Filing Jointly/Married Filing Separately comparison, and adjustment analysis. 

Tax Advisor imports 100 percent of tax data from return provides strategies for categories such as retirement plans, income and deduction timing, income shifting between entities, charitable contributions, state income shifting, tax credits, higher education, business expenses, health and wellness and investments.