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Quicklinder Tax and Financial Tools (V. 2013.1.3) is a com- prehensive program furnish- ing calculators, worksheets, and financial tools designed to address the income tax, health care tax, and financial needs of clients. It includes hundreds of tools and resources.
Quicklinder Tax & Financial Tools includes tax calculators, tax worksheets, Affordable Care Act tools, client handouts and organ- izers, financial calculators, forms, and flowcharts. Quicktindefs tools are arranged in a convenient for- mat with a wide variety of tax, small business, and financial plan- ning tools designed to assist in the preparation of tax returns, and help the user advise clients in tax, small business, and financial planning matters. It includes a client man- agement system that enables the user to save files to client folders for future reference and use with quick access to client contact and other information.
The tax and utility tools that are grouped on the program screen as Financial Calculators, Individual Tax Calculator, Tax Worksheets, Tax Flowcharts, Tax Organizers, and Client Handouts. They include:
* Financial calculators. These compute various loan, invest- ment, and retirement amounts.
* Tax calculators/planners. Two tax calculators: (1) a two-year individual income tax calcula- tor so the user can estimate and project a client's income, and help identify tax-saving opportunities and (2) an easy- to-use estate tax calculator so the user can quickly and easily compute a client's federal estate tax.
* Tax worksheets. Over 50 indi- vidual (including basic estate tax calculation for 2013 and 2014, IRA issues, and NOT issues) and business tax work- sheets (including partner and...