Yardley CPA Posted February 22, 2019 Report Share Posted February 22, 2019 It's now available!!! Quote Link to comment Share on other sites More sharing options...
Abby Normal Posted February 23, 2019 Report Share Posted February 23, 2019 I don't plan on using it. Quote Link to comment Share on other sites More sharing options...
Yardley CPA Posted February 23, 2019 Author Report Share Posted February 23, 2019 11 hours ago, Abby Normal said: I don't plan on using it. Why's that, Abby? Quote Link to comment Share on other sites More sharing options...
Abby Normal Posted February 23, 2019 Report Share Posted February 23, 2019 Well, it was partly a joke 'plan', ha ha. But, before the big law changes, I rarely used it. Besides 2019 and 2018 rules are exactly the same, so unless someone asks for a projection and gives me estimated numbers for 2019, the 2019 column should be identical to 2018, except for kids turning 17, or taxpayers turning 65. And I'm not even sure ATX handles that automatically. If you are using it, I highly recommend setting preferences to not print zeros. It's easier to read and gives you room to type notes. Quote Link to comment Share on other sites More sharing options...
Yardley CPA Posted February 23, 2019 Author Report Share Posted February 23, 2019 1 hour ago, Abby Normal said: Well, it was partly a joke 'plan', ha ha. But, before the big law changes, I rarely used it. Besides 2019 and 2018 rules are exactly the same, so unless someone asks for a projection and gives me estimated numbers for 2019, the 2019 column should be identical to 2018, except for kids turning 17, or taxpayers turning 65. And I'm not even sure ATX handles that automatically. If you are using it, I highly recommend setting preferences to not print zeros. It's easier to read and gives you room to type notes. I do use it and my clients seem to find it useful in planning their withholdings. You're certainly right, assuming things remain relatively equal, there shouldn't be big changes from year to year. With that said, I do have my print options so zeroes disappear. 1 Quote Link to comment Share on other sites More sharing options...
joanmcq Posted March 1, 2019 Report Share Posted March 1, 2019 I use it for a lot of clients, especially for any kind of life changes. I have a lot of clients retiring/buying a house/etc. Every client got one last year. Even for 2019, the standard deduction is increasing; I just used it to check a client that had a tiny refund this year to make sure next year won't have any surprises. 3 Quote Link to comment Share on other sites More sharing options...
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