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BNA Income Tax Planning Solutions

A multi-module management system designed by Bloomberg BNA for accounting/legal/professional and finance & insurance companies.
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The #1 choice of CPAs, BNA Income Tax Planning Solutions are so widely acknowledged as the undisputed industry leaders that the major tax preparation packages (CCH, Intuit, Creative Solutions, LaCerte, Prosystems FX, and Gosystems, to name a few) provide automatic data bridges directly to the Planners.

BNA Income Tax Planner

In an increasingly complex tax environment, planning effectively for the future is more critical than ever. Tax planners rely on BNA Income Tax Planner to streamline and simplify every aspect of tax forecasting and analysis-from checking annual returns and creating multi-year projections to client presentation.

  • NEW! Adjust your planning scenarios for the changes associated with the Job Creation and Worker Assistance Act of 2002.
  • Bridge data seamlessly from a variety of popular tax compliance applications programs, including LaCerte, ProSystems FX, and Go System.
  • Calculates a wide variety of tax situations, including farm income averaging, self-employment, and lump-sum taxes.
  • Checks for, then downloads and installs interim program updates automatically via the Internet.
  • Computes federal and state individual income taxes from 1987 on.
  • Enhances client communications with letters dynamically linked to data in the client’s file.
  • Estimate lump-sum tax on retirement distributions.
  • Manage recomputations and adjustments of Alternative Minimum Tax.
  • Take advantage of the special rules for those affected by 9/11 concerning 3rd quarter estimated payments and reduced underpayment penalties.
  • Tracks the different types of income from K-1s and 1099s.
  • Weigh the option to include the unearned income of minor children on parent’s return or to tax the children separately.

BNA Income Tax Planner with Fifty States

In an increasingly complex tax environment, planning effectively for the future is more crucial than ever. Tax planners rely on BNA Income Tax Planner to streamline and simplify every aspect of tax forecasting and analysis - from checking annual returns and creating multi-year projections to client presentation.

  • NEW! Adjust your planning scenarios for the changes associated with the Job Creation and Worker Assistance Act of 2002.
  • Computes federal individual income taxes from 1987 on
  • Computes individual taxes for all resident states and many nonresident states. Automatically calculates the credit for taxes paid to another state
  • Handles all filing statuses, plus trusts and estates
  • Tracks the different types of income from K-1s and 1099s
  • Prepares quarterly estimated taxes (including Form 1040-ES) with sophisticated annualization capabilities
  • Lets you easily link data dynamically to Microsoft Excel spreadsheets for powerful custom planning
  • Analyzes and classifies security transactions automatically - and even lets you select the case(s) for any transaction!
  • Paints a clear picture of client tax savings with easy-to-understand custom graphs

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