Frequently Asked Questions

Commonly asked Questions from subscribers regarding TaxPlanIQ™

• How Do I Access and Use the TaxPlanIQ Projections User Guide?
• What is CURB and How Do I Apply it?
• Why Is My 1040 Upload Failing or Showing Errors in RAP?
• How Do I Apply a Template to a Tax Plan?
• What is the ROI Method for Tax Planning?
• Is TaxPlanIQ’s ROI Pricing Method Legal? Does It Violate IRS or AICPA Rules?
• How Do I Utilize the Reports Feature?
• How Do I Edit the Disclaimer on the "Return on Investment" and "Report"?
• Why Do My RAP Results Look Wrong or Incomplete?
• How Do You Vet Vendors and Tax Strategies at TaxPlanIQ? 
• What Is a “Government Copy” of Form 1040? (and Why It Matters for Uploading)
• Do You Have a Sales Outreach Email Template?
• How Do I Address Client Concerns About Strategy Detail, Fit, and Outcomes?
• How Do I Respond to Client Objections to Tax Planning?
• How Do I Reset or Change my TaxPlanIQ Password?
• When do I Choose a Marginal Tax Rate?
• Uploading 1040 PDFs: What is the File Size Limit and How do I Reduce a PDF?
• How Do I Add a Strategy Manually to a Client's Tax Plan?