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