SUBSCRIPTION

BNA Income Tax Planner

BNA Income Tax™ Planner is an efficient and accurate tax planning software solution that helps tax and accounting professionals save time, ensure accuracy, streamline the tax planning process, and minimize their clients’ tax burden.

FREE TRIAL
Tax Software

OVERVIEW

Give your clients an accurate picture of year-end tax liabilities and savings opportunities with in-depth analysis and comparison of multiple, side-by-side scenarios. 


FAST, ACCURATE TAX PROJECTIONS

Provide clients with the insight they need for reliable decision-making. BNA Income Tax Planner makes it easy to run year-end, quarterly, and multi-year projections for up to 20 years, so clients can take action now to minimize their future tax liability.

FREE TRIAL

WHAT-IF SCENARIOS

Easily create multiple scenarios and compare side-by-side what-ifs to determine the best long and short-term tax saving strategies. For example, drill down capabilities show how to manage the tax ramifications of marriage, divorce, and real estate transactions.


RELIABLE TAX LAW UPDATES

Quickly show clients the impact of regulatory changes on their tax positions and provide peace of mind, knowing you’re always working with up-to-date calculations based on the most current tax laws and analysis.


KEY BENEFITS

From determining whether a client should take all the profits from a business sale upfront or over several years, to identifying penalty-avoidance opportunities on stock sales, BNA Income Tax Planner lets you ensure accuracy and expediency in every aspect of tax planning. BNA Income Tax Planner:
  • Delivers a complete picture of tax liabilities and savings opportunities. 
  • Provides seven different modes of analysis.
  • BNA Income Tax Planner is also available over the Web. BNA Income Tax Planner Web maximizes your resources, removes geographical barriers, and reduces IT costs while improving the efficiency of your tax planning. It also allows you to conveniently and securely access, update, and store data online.

SUPPORT AND TRAINING

Gain the knowledge and skills you need to make fast, optimal use of your BNA Income Tax Planner software with NASBA-CPE accredited Web-based training classes. Our curriculum is taught by CPAs and domain experts with specialized knowledge in tax accounting and planning. Bloomberg BNA also offers industry-leading support with free, unlimited telephone technical support (800.424.2938) from knowledgeable subject matter and technical experts, as well as comprehensive, fully-indexed user and tax reference materials.

INDUSTRY EXPERTISE

Expert analysis that’s backed by Bloomberg BNA’s trusted team of tax, accounting, and legal analysts. BNA Income Tax Planner automatically interprets and applies applicable tax laws, providing comprehensive guidance to help you minimize your clients’ state and federal tax liabilities.