With BNA Income Tax Planner from Bloomberg BNA you can accurately and efficiently show clients what their tax situation looks like with in-depth analysis and comparison of multiple, side-by-side scenarios. Calculations, analytics, and regulatory compliance are all handled automatically, with greater peace of mind than using spreadsheets, tax preparation software or traditional financial planning packages. With BNA Income Tax™ Planner Web, it’s now possible to gain secure access to the most up-to-date data, calculations, and analysis anytime, from virtually any location.

1. BNA INCOME TAX
PLANNER WEB
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The most trusted name in tax planning, available
with secure, anywhere, anytime web access.
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Maximize your resources, remove
geographical barriers, and reduce IT
costs while improving the efficiency of
your tax planning with BNA Income Tax™
Planner Web. With added power, speed,
and functionality, BNA Income Tax
Planner Web allows you to conveniently
and securely access, update, and store
data online. Whether working remotely,
on-site with clients, or on the road, you’ll
save time and money with automatic
regulatory and program updates to
assure you the most accurate, up-to-date
calculations and analysis.
Gain Productivity When You Need
It Most
BNA Income Tax Planner Web allows
you to serve clients from virtually
anywhere. Easy online access ensures
that authorized users in your firm can
make full use of all the productivity-
boosting capabilities that simplify client
management:
• Data Accessibility – Client and
plan search utilities let you quickly
find the client information you need
when you need it.
• Document Management –
Document storage capabilities allow
you to store and link relevant client
documents (.doc, .xls, .pdf) to your
clients’ tax planning cases.
• File Sharing – Quickly and securely
share tax plans and documents with
colleagues based upon predefined
access rights.
• Activities History – Track income
tax planning activities, plans/cases,
documents, and history of client
interactions via notes and on-
demand queries.
Enhance User Administration
BNA Income Tax Planner Web enables
administrators to easily manage users’
privileges to prevent unauthorized
access to system software and data.
Administrators can centrally manage
access to plans and valuable client
information based on individual or group
access policies. The ability to track
users and groups — including access
rights to client plans and data — and
the ability to monitor system usage with
history reports reduces risk and ensures
administrative control.
Ensure Data Security and Audit
Compliance
BNA Income Tax Planner Web provides
roles-based permissioning and usage
history tracking to further safeguard
access to valuable client information.
You can be confident that all your client
data is safe and unaltered in secure,
scalable, hosting facilities.
• Access Management – Roles-based
user and group privileges (e.g., edit,
read only, blocked) help you efficiently
manage access rights to sensitive
client information.
• Audit Trail – Tracking changes to
client data and plans is made simple
with on-demand history queries of
user activities.
• Data Storage Security – All client
and user data is hosted in audited
SSAE 16 facilities, using industry-
leading security for the utmost
protection.
• Personal Plans – Password-
protected personal tax plans prohibit
access by all others, including system
administrators.

2. 1801 South Bell Street, Arlington, VA 22202
© 2013 BNA Software, a division of Tax Management Inc. All rights reserved.
0513rc JO9031 56-8317
For more information call 800.424.2938 (select option 3), contact your local Bloomberg BNA Representative,
or visit www.bnasoftware.com
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BNA INCOME TAX
PLANNER WEB
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Always accessible, always in compliance, with anytime, anywhere
access to the most accurate calculations and analysis.
Lower Capital and Operational Costs
BNA Income Tax Planner Web is a convenient, efficient
way to manage your tax planning software needs, relieving
you of IT infrastructure burdens and costs. There is no
additional investment in server hardware required and no
labor-intensive software to maintain. New product releases
and updates are handled online by our technical team and
data back-ups are performed automatically, saving you
countless hours of time and effort.
Support
• Toll-free telephone technical support
• Quick Start Guide and extensive online documentation
with context-sensitive searchable help messages
System Requirements and Support
• Internet Explorer®
7.0 through 10.0 supported
• Firefox®
4.0 or higher; Chrome™
5.0 or higher;
Safari®
4.0 or higher supported
• Extended mobile reach via iPhone®
and iPad®
allows
users to access client/user administration and
remotely view content of client plans
Step Up to Even Higher Efficiency in Tax
Planning
For more than 20 years BNA Income Tax Planner
has been the industry leader, setting the standard
in accurate income tax projections and planning
to minimize tax burdens. BNA Income Tax Planner
Web takes this trusted standard online with anytime,
anywhere access; significant IT cost savings; and
greater productivity in tax planning.
Administrators can confidently track usage by user or group
Easy-to-use dashboard streamlines client and plan management