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Income Tax Planner Web Help Home How To

How To

Change a Client’s Name

Change a User’s Account Information

Change Client

Change Your Sign-in Credentials

Copy a Plan from One Client to Other Clients

Create a Personal Plan

Edit a Client

Export a Plan

Fixing Display Issues in Income Tax Planner

Grant Client Permissions to Other Users

Import Client Plans

Open a Plan

Open Letter Template

Resolving Issues Opening the Planner

Resolving Issues Upgrading the Turbo Plug-in

Save Letter Template As

Save Plan As

Send a Plan as PDF Attachment