Getting Started

Step By Step Help For New Users

5 articles in this collection
Written by Christopher Ragain CPA

Tax Planner Pro Introduction Video

In this video you will see a brief overview of the software and functionality.

Written by Christopher Ragain CPA
Updated over a week ago

Summary Screens

The Business Summary and Personal Summary project your taxes

Written by Christopher Ragain CPA
Updated over a week ago

Sync Settings

Use sync settings to create the perfect tax projection

Written by Christopher Ragain CPA
Updated over a week ago

Business Projection

Customize your business projection and settings

Written by Christopher Ragain CPA
Updated over a week ago

Pass-through Deduction Tutorial

The new 20% deduction that will save you big money

Written by Christopher Ragain CPA
Updated over a week ago