# Tax Planner for T1

**URL:** <https://www.protaxcommunity.com/t/tax-planner-for-t1/148>\
**Category:** T1\
**Created:** [December 18, 2014, 11:06pm UTC](https://www.protaxcommunity.com/t/tax-planner-for-t1/148 "2014-12-18T23:06:29Z")\
**Posts on this page:** 9\
**Page:** 1

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**Author:** ![candace\_n](https://avatars.discourse-cdn.com/v4/letter/c/d9b06d/32.png) [@candace\_n](https://www.protaxcommunity.com/u/candace_n)\
**Post date:** [December 18, 2014, 11:06pm UTC](https://www.protaxcommunity.com/t/tax-planner-for-t1/148/1 "2014-12-18T23:06:29Z")

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Are there plans to have a planner for the T1 module?

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**Author:** ![james1](https://sea2.discourse-cdn.com/flex016/user_avatar/www.protaxcommunity.com/james1/32/47_2.png) [@james1](https://www.protaxcommunity.com/u/james1)\
**Post date:** [December 18, 2014, 11:13pm UTC](https://www.protaxcommunity.com/t/tax-planner-for-t1/148/2 "2014-12-18T23:13:59Z")

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@candace_n , they have built it into the 2014 T1 module

See this link

[https://www.taxcycle.com/Support/Documentation/tabid/153/ID/1281/Planning-and-training-files.aspx](https://www.taxcycle.com/Support/Documentation/tabid/153/ID/1281/Planning-and-training-files.aspx)

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**Author:** ![BertMulderCGA](https://sea2.discourse-cdn.com/flex016/user_avatar/www.protaxcommunity.com/bertmuldercga/32/42_2.png) [@BertMulderCGA](https://www.protaxcommunity.com/u/BertMulderCGA)\
**Post date:** [December 19, 2014, 12:53am UTC](https://www.protaxcommunity.com/t/tax-planner-for-t1/148/3 "2014-12-19T00:53:27Z")

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And it works like a charm!

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**Author:** ![Michelle](https://sea2.discourse-cdn.com/flex016/user_avatar/www.protaxcommunity.com/michelle/32/109_2.png) [@Michelle](https://www.protaxcommunity.com/u/Michelle)\
**Post date:** [January 12, 2015, 6:42pm UTC](https://www.protaxcommunity.com/t/tax-planner-for-t1/148/4 "2015-01-12T18:42:51Z")

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To make this planner really useful I would like to see an option when carrying forward to specify that it’s a planning return.

Also an option to carry forward the values from last year would be very helpful. I find when I am planning, that I use the prior year numbers as a baseline and then modify from there.

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**Author:** ![pugs1](https://sea2.discourse-cdn.com/flex016/user_avatar/www.protaxcommunity.com/pugs1/32/65_2.png) [@pugs1](https://www.protaxcommunity.com/u/pugs1)\
**Post date:** [January 12, 2015, 6:49pm UTC](https://www.protaxcommunity.com/t/tax-planner-for-t1/148/5 "2015-01-12T18:49:45Z")

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Michelle they already have that in place see the link under james1

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**Author:** ![Michelle](https://sea2.discourse-cdn.com/flex016/user_avatar/www.protaxcommunity.com/michelle/32/109_2.png) [@Michelle](https://www.protaxcommunity.com/u/Michelle)\
**Post date:** [January 14, 2015, 2:39am UTC](https://www.protaxcommunity.com/t/tax-planner-for-t1/148/6 "2015-01-14T02:39:00Z")

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Ok, It just wasn’t obvious when I was testing it out. Thanks for the update, I will take another look.

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**Author:** ![Michelle](https://sea2.discourse-cdn.com/flex016/user_avatar/www.protaxcommunity.com/michelle/32/109_2.png) [@Michelle](https://www.protaxcommunity.com/u/Michelle)\
**Post date:** [January 14, 2015, 3:02am UTC](https://www.protaxcommunity.com/t/tax-planner-for-t1/148/7 "2015-01-14T03:02:42Z")

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I suspect this only works if you are carrying forward a TaxCycle file. I am just migrating from Profile and I can’t get any numbers to come over with the tax return. The icon - get plan values from prior year is greyed out.

It doesn’t look like I can use the planner from TaxCycle unless I key everything in at least for this year.

As always please correct me if I am mistaken – still learning.

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**Author:** ![james1](https://sea2.discourse-cdn.com/flex016/user_avatar/www.protaxcommunity.com/james1/32/47_2.png) [@james1](https://www.protaxcommunity.com/u/james1)\
**Post date:** [January 14, 2015, 4:05pm UTC](https://www.protaxcommunity.com/t/tax-planner-for-t1/148/8 "2015-01-14T16:05:07Z")

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I do not think you can get the plan numbers from Profile. I migrated from Profile last year and I think the only thing I could do is roll forward. It is one of those short term pain things unfortunately.

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**Author:** ![Elizabeth](https://sea2.discourse-cdn.com/flex016/user_avatar/www.protaxcommunity.com/elizabeth/32/2588_2.png) [@Elizabeth](https://www.protaxcommunity.com/u/Elizabeth)\
**Post date:** [January 14, 2015, 5:41pm UTC](https://www.protaxcommunity.com/t/tax-planner-for-t1/148/9 "2015-01-14T17:41:59Z")

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You are correct @james1, you can’t get the plan values from ProFile. This is a TaxCycle to TaxCycle feature.
