Marie Posted November 7, 2011 Report Share Posted November 7, 2011 I know there is a worksheet in the program to estimate the taxes for 2011, but I can't remember what it is called. Help? Quote Link to comment Share on other sites More sharing options...
Lynn EA USTCP in Louisiana Posted November 7, 2011 Report Share Posted November 7, 2011 In the ATX program that's called "Planner". Lynn Quote Link to comment Share on other sites More sharing options...
Marie Posted November 7, 2011 Author Report Share Posted November 7, 2011 thanks, I've used before, but today I was a blank. Quote Link to comment Share on other sites More sharing options...
JohnH Posted November 7, 2011 Report Share Posted November 7, 2011 I usually just duplicate the prior year's return for the client, rename it "estimate", and change the relevant entries. (For this year, it's also necessary to override the MWP credit, for example) I like doing it this way because I'm reminded to look at & analyze year-over-year differences/changes when working up the current year estimates. Quote Link to comment Share on other sites More sharing options...
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