BNA Income Tax Planner review
A deep planning tool for multi-year, multi-case individual and fiduciary projections.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
BNA Income Tax Planner is tax-planning software for tax professionals preparing individual and fiduciary tax projections. It is designed for firms that need to compare alternative plans, model tax liabilities across multiple years, and produce client-ready plan materials. The product supports federal and state income-tax calculations, capital-gains and losses calculations, present-value computations, data imports, PDF plan output, and client-letter templates. Web and Windows editions are available.
Its main strength is the depth of its planning model. Projections can cover up to 20 years, while multiple cases allow professionals to compare different courses of action. The feature set also includes capital-gains analysis through a Security Transaction Analyzer, present-value calculations for taxes and cash flows, and retirement income modeling. These capabilities make it a strong fit for professional planning work where timing, tax liability, and alternative scenarios need to be evaluated together rather than handled as a single-year estimate.
BNA Income Tax Planner also fits established tax-preparation workflows through data bridges and imports from Lacerte Tax, CCH ProSystem fx Tax, UltraTax CS, GoSystem Tax RS, and Microsoft Excel. Its web application adds client-plan permissions, sharing, and administrative controls, supporting firms that need structured collaboration and plan management. Pricing is handled through a sales contact, and the product is available through both web and Windows editions. Choose it when multi-year modeling, scenario comparison, and client administration are central requirements. It is less suitable for buyers seeking a simple, lightweight planning tool or a platform available beyond web and Windows.
BNA Income Tax Planner pros and cons
- Where it wins
- Projects tax liabilities across up to 20 years
- Compares alternative plans with federal and state calculations
- Imports tax data and supports client permissions and plan sharing
- Where it doesn't
- Pricing is handled through a sales contact
- Available on web and Windows rather than broader platforms
- Tax-rule coverage may vary by current release
BNA Income Tax Planner fact sheet, pricing and score →
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