Frequently Asked Questions

Commonly asked Questions from subscribers regarding TaxPlanIQ™

• How to create a custom Tax Strategy within TaxPlanIQ.
• Can I sign up for Tax Lab sessions?
• How do I generate to-dos for a client in TaxPlanIQ?
• How do I change the State Individual tax rate for a client?
• 1. Is there a tax plan for each related party? 2 If there is a tax plan for each related party do you then do a strategy within each of those related parties?
• Does TaxPlanIQ merge with any CRM systems. such as Retail?
• Is there an option for Advisors, who work with CPAs?
• Does TaxPlanIQ compute payroll taxes?
• How to include and display State Tax Savings
• How can I get a free trial for my TaxPlanning?
• Can I switch to a Basic or Professional Plan Subscription before my 14-day free trial is over?
• Choosing a Tax Rate: Marginal
• Exploring TaxPlanIQ's Range of Plans