VA

Verified User in Accounting

February 18, 2020 Source: G2.com

lot of years, detailed calculation multi year planning, many cases,accruate , technical driven limited on # of states for each plan ca do great product tax planning multi year best product out there

.

VA

Verified User in Accounting

December 4, 2019 Source: G2.com

Bloomberg planner

What do you like best about Bloomberg Income Tax Planner?

I like its applications. its very quick and accurate, and smart planner. it adviceable to the organisation.

What do you dislike about Bloomberg Income Tax Planner?

great application.

Recommendations to others considering Bloomberg Income Tax Planner?

Nothing to dislike about . great app as described above. its very useful planner for tax management.

What problems is Bloomberg Income Tax Planner solving and how is that benefiting you?

Best and accurate Bloomberg Income tax Planner to use.

AG

Andranik G

September 26, 2019 Source: G2.com

My review of Bloomberg ITP

What do you like best about Bloomberg Income Tax Planner?

.Easy to guide and use at the same time providing comprehensive tax analysis and reporting features

What do you dislike about Bloomberg Income Tax Planner?

Sometimes can be too complex for an average person who is not familiar with tax accounting

Recommendations to others considering Bloomberg Income Tax Planner?

Highly recommended

What problems is Bloomberg Income Tax Planner solving and how is that benefiting you?

Organising the tax reporting and accounting, generating and submitting tax reports

BB

Brian B

March 19, 2019 Source: G2.com

Bna income tax planner for 1040

What do you like best about Bloomberg Income Tax Planner?

Income tax planner is the best tool for 1040 tax planning

What do you dislike about Bloomberg Income Tax Planner?

Does not integrate directly with drake tax prep software.

What problems is Bloomberg Income Tax Planner solving and how is that benefiting you?

Personal income tax planning. Increased fees from the reports.

VA

Verified User in Accounting

January 29, 2018 Source: G2.com

BNA Income Tax Planner

What do you like best about Bloomberg Income Tax Planner?

BNA Income Stan Planner is a life saver for year end planning. The software is very flexible and adaptable to various scenarios.

What do you dislike about Bloomberg Income Tax Planner?

The user interface could use a redesign.

What problems is Bloomberg Income Tax Planner solving and how is that benefiting you?

Tax projections and tax planning

VI

Verified User in Religious Institutions

January 16, 2018 Source: G2.com

I can use it, then anyone can! Excellent tool!

What do you like best about Bloomberg Income Tax Planner?

This product is easy to use and really keeps you in line in time for taxes! I'm not especially great with numbers or business et cetera, but this makes me feel accomplished and organized. If I can do it, I have every faith that you can as well!

What do you dislike about Bloomberg Income Tax Planner?

There's always complaining that can be said when it comes to paying for things but overall, I don't have anything negative to say and it’s a great value.

Recommendations to others considering Bloomberg Income Tax Planner?

This program is worth every penny!

What problems is Bloomberg Income Tax Planner solving and how is that benefiting you?

This has reduced the time that we needed to spend on taxes, it keeps you right on track with where you need to be with taxes, it keeps me organized and if

BF

Bankim F

November 29, 2019 Source: G2.com

I have mentioned i am new to use bloomberg income tax software and I am learning from the my colleague help and want to use this as it is good software income tax Bloomberg Tax and accounting Planner

What do you like best about Bloomberg Income Tax Planner?

Bloomberg Income tax planner is superb software which will save time, Streamline the tax process and it will also reduce burden of the client tax. Bloomberg income tax planner is ensuring the accuracy

What do you dislike about Bloomberg Income Tax Planner?

I have not noticed till now as i have the first time user and I can see this is very good software which make task very easier

Recommendations to others considering Bloomberg Income Tax Planner?

yes of course/

What problems is Bloomberg Income Tax Planner solving and how is that benefiting you?

As above

VA

Verified User in Accounting

June 14, 2019 Source: G2.com

Vital tool for a correct Fiscal Planning.

What do you like best about Bloomberg Income Tax Planner?

I like this software because it does the work for me more efficiently and accurately than spreadsheets, or traditional financial planning packages.

What do you dislike about Bloomberg Income Tax Planner?

What bothers me, is the amount of windows that I must open to access the sheet where data is entered and this tends to confuse a bit.

Recommendations to others considering Bloomberg Income Tax Planner?

I think it is a very complete software and it is difficult to get another one that offers more benefits at a lower price.

What problems is Bloomberg Income Tax Planner solving and how is that benefiting you?

It allows me to design precise, professional and effective plans that help my clients reduce their tax obligations and make more convenient decisions.

VS

Verified User in Computer Software

October 31, 2017 Source: G2.com

Income tax projection and planning

What do you like best about Bloomberg Income Tax Planner?

The summary report is easy enough to read and creating multiple case scenarios which can be easily and quickly edited is very helpful

What do you dislike about Bloomberg Income Tax Planner?

Not enough keyboard shortcuts, the input screens look outdated. some of the reports are overwhelming for clients to review

Recommendations to others considering Bloomberg Income Tax Planner?

I prefer this product rather than using the Tax Estimate functions/tools within the tax preparation software

What problems is Bloomberg Income Tax Planner solving and how is that benefiting you?

Multiple scenarios to evaluate, mid-year quarterly and year-end tax planning

VA

Verified User in Accounting

January 23, 2016 Source: G2.com

Too Many Windows

What do you like best about Bloomberg Income Tax Planner?

I like that I can look at two years side by side. It makes doing comparisons very convenient.

What do you dislike about Bloomberg Income Tax Planner?

I don't like that I often have to open multiple windows to get to the sheet where I should input data. It's confusing and sometimes it's hard to find the right place to enter information.

Recommendations to others considering Bloomberg Income Tax Planner?

It's not clear when I can directly input a number or when I have to open another sheet to do so.

What problems is Bloomberg Income Tax Planner solving and how is that benefiting you?

We are using this to do tax projections. I think it's very convenient that I can roll forward the information from prior year to current year so that I don't have to manually input everything again.

Bloomberg Income Tax Planner Reviews

User Rating

Rating Distribution

Do You Use Bloomberg Income Tax Planner?

Verified User in Accounting

Verified User in Accounting

Andranik G

Brian B

Verified User in Accounting

Verified User in Religious Institutions

Bankim F

Verified User in Accounting

Verified User in Computer Software

Verified User in Accounting

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