Back to Basics Tax Planner Screens

Biographic Information

Fill in the social security number, scenario number, description, name, etc.


Enter the information just like you would on lines 7 through 23 on the 1040 form.

Adjustments to Income

IRA limitations are automatically applied plus you can add your client's Keogh or SEP contributions.

Itemized Deductions

The program automatically applies all limitations on medical and miscellaneous expenses.