NOW UPDATED FOR THE 2026 SEASON (2025 TAX YEAR)
Professional Tax Software Comparison
Whether you just want to know what features are out there, or you have years of experience and are just looking for a handy tax software comparison tool to help you identify pay per return tax software and maximize profits this season, you’ve come to the right place.
Our goal is to help you choose the best tax software pricing and features without going through the hassle of preparing a list of professional tax software.
We’ve done the professional tax software comparison for you!
Read on to compare all the popular tax prep software on the market by:
Price (Pay Per Return vs Revenue Sharing)
Features
Support
Qualifications for Use
Ease of Use
And if you agree with our assessment, you’ll find our Taxx Savage products just might be the perfect fit for your new or growing tax preparation business.
Taxx Savage Packages in Detail View Demo FAQYour 2025 Fiscal Year Professional Tax Software Comparison Chart
| Tax Software | PTIN/ EFIN | Price | Revenue Share | Cloud | Desktop | Interview Mode | Bank Product Support | All States Included | All Federal Tax Form Included | Unlimited 1040 E- file | Corporate Returns | Run a Tax Service Bureau | Recruit PTIN & EFIN Holders |
| Taxx Savage 10xx | EFIN | $0*-$1499 | NO | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 |
| Taxx Savage Collaboration | PTIN | $0-$89 | NO | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 | ||
| Taxx Savage Pro | EFIN | $0-$599 | NO | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 | ||
| CrossLink | EFIN | $349-$249 | YES | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 | |
| Drake | EFIN | $355-$1970 | YES | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 | |
| Federal Direct Tax | EFIN | $299-$2,499 | YES | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 | |
| Intuit | EFIN | $355-$2,129+ | YES | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 | |||
| My Tax Prep Office | EFIN | $595-$1,195 | YES | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 | |||
| Tax Act | EFIN | $0-$150- (plus add ons) | YES | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 | ||
| UltraTax CS | EFIN | $2,650+ | YES | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 | |||||
| ATX | EFIN | $979-$6,349 | YES | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 | ||
| Keystone | PTIN | $99-$399 | YES | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 | ||
| Olt Pro | EFIN | $349-$799 | YES | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 | ||
| CCH | EFIN | Contact CSR | YES | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 | ||
| Tax Wise | EFIN | $1,449-$3,339 | YES | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 | 🗸 |
* Free to qualifying EFIN holders. Must meet minimum requirement of 300 bank products for Pro package.
^ Bank products are a way to help your clients have their preparation fees removed from their refund or even provide them a refund anticipation loan (RAL).
^^ Revenue sharing means that the tax preparer shares the fees they charge their client with the tax software company.
Comparing More Than Prices On Tax Software for Professionals
How much are you willing to pay for professional tax software? How much are they charging you? Is it a fair or reasonable price? Are you getting a good value for the cost and are you getting the features that you need?
Most professional tax software is geared toward the same goal; to help you prepare taxes. But some are intuitive and easy to use and others are more complicated. The software developers all struggle to make their software easy to use. They come up with different designs, gated features, and a customer support system to give users a pleasant experience. The design, features, customer support, and ease of use can all inform and provide value to software prices. More often than not, the price will follow the quality of the software. High-quality features and easier-to-use software are more expensive.
Other things that influence pricing include the market advantage and a company’s sales strategy. Market advantage is a factor in pricing simply because established brands have the luxury of determining their price range. For instance, an established company may simply decide to set a higher price tag on their subscriptions because they are a big name in the industry and they know that people don’t like to change once they are set on a certain course of action. Or they rely on the lure of the familiar.
What Criteria Was Required to Be Included in Our Tax Software Comparison?
If you’ve browsed our site, you’ll realize that before Taxx Savage existed, we were shopping for tax software ourselves. Since then, we’ve provided this handy comparison tool and updated it every year. What you’re looking at today is for the 2025 season, which is helping people file their 2024 taxes.
So each year, our professional tax software review criteria are updated and as the industry overall involves, we want to be sure you understand what is table stakes and what you should be thinking about as you compare professional tax software and everything else that is included to help you start a tax preparation business (or grow much faster).
Below is a list of what we assessed when looking at the various types of software:
Lenses We Used for Our Tax Preparation Software Review:
Ease of Use
We checked how easily a software can be installed and navigated. Whether it needs some expertise to operate and how quickly a user can learn to use it.
Critical Software Features
There are features that the most basic tax software should have. These include multi-user access, e-filing, status reports, state modules, and vital schedules and forms. The tax software that lacks these features are not included in this review.
Time & Cost Savings
How fast can you accurately and effectively do tax returns using a software? Does the software allow you access to several tax forms and the ability to file many returns at no extra cost?
Platform Availability
The software has to be available on both desktop and web. This enables diversified access.
Information Security
Customer information submitted to tax software is pretty sensitive. It is, therefore, a non-negotiable requirement that a software protects its customer information and ensures their safety.
Return Validation
One of the reasons for using tax software and avoiding the manual filing system is the ability of a software to detect and correct errors and guide you in the filing process until it’s complete.
Customer Support
Software may have features that the user does not know how to use. Because of this, it’s really important that the software provides excellent technical support.
Add-On Services
Is a tax software capable of collecting IRS refunds through bank products? Which products are these? Are they the bare basics or is their software more ‘extra’?
Tax Prep Business Growth Tools
Does the package you choose make it 100% your job to figure out how to market yourself and create new client relationships? Or are you investing in a suite of services that give you the tax prep tools and marketing and sales training and tools?
EFIN Requirement
If you are starting out as a tax preparer, you have to have a PTIN but many products require you to also have an EFIN. Some products have an EFIN sharing program, however.
Taxx Savage Review
A relative newcomer to the industry, Taxx Savage is aiming a mighty punch at the pillars that have upheld the entire financial sector for decades; namely high costs and unclear terms and conditions.
Taxx Savage introduced a brand new package just for PTIN holders. The $89 Taxx Collaboration package has everything for beginner and even advanced tax preparers who are looking to file with no EFIN. Our EFIN assistance program is for you. This is a huge step forward and gamechanger in the tax preparation industry. A true ‘business in a box’ solution if you include the optional upgrades like the Savage Solutions Suite (marketing tools) and the Taxx Savage Academy.
Savage Solution Suite is also available for separate purchase for PTIN or EFIN users with a set up fee and monthly subscription to get most of what is being offered to people who purchase the Taxx Collaboration package.
The Taxx Savage 10X package, now called Taxx 10XX, targets high-earning tax professionals managing over 500 tax returns with an EFIN. This package offers advanced tools to expand your brand reach, providing branded software for your clients and helping PTIN holders access tax prep tools.
With the Taxx 10XX, you can boost your services and revenue with comprehensive support. The process is designed for efficiency and success, with service bureaus typically handling over 1,000 bank products per season. This package emphasizes the importance of both mindset and productivity in reaching performance goals, offering a step-by-step strategy for long-term success.
This higher-tier option, priced at $1499, is a robust solution for those looking to scale and offer white-label tax software to their clientele, adding significant value to Taxx Savage’s overall offerings.
Taxx Savage has three packages that are designed to meet the needs of every type of tax professional. They are affordable and possibly the cheapest in the industry, especially when you consider that they often have sales and coupons that cut the costs even lower.
TAXX
Collaboration
$89/ year
Start a tax business with NO EFIN, NO REVENUE SHARING. You are given the tools here to look like a major franchise. Available to new PTIN clients.
🗸 PTIN (Required)
🗸 EFIN Support Service
🗸 Unlimited Users
🗸 Mobile APP
🗸 Technical Support
🗸 Software Training
🗸 IRS-Approved Courses
🗸 Basic Tax Law Training
🗸 Cursory Reviews
🗸 Bank Products Available
🗸 Audit Protection
🗸Tax Season Support
🗸 Professional Tax Software
🗸 Corporate Link Available
Current offerings for the 2026 tax season (filing clients’ 2025 taxes):
The Taxx Collaboration package at $89
The TAXX PRO package at $599
The Taxx Savage 10XX at $1499
Taxx Savage is one of only two companies we could find that offers additional marketing services for newer tax professionals, such as logo creation, style guide creation, social media designs, website designs, and more.
- Free unlimited e-filing
- Forms, including 706, 709, 990, 1041, 1065, 1120, 1120-S, and 5500 filing
- Tax returns can be exported and saved in PDF
- Digital files can be shared between the various tools to create a paperless workplace that keeps digital files saved after being scanned
- Mobile app
- Client portal
- Digital signature tool
- All 50 states included in all packages
- Refund Calculator for estimating client refunds
- Unlimited Licenses
- Multi-office capability
- Cloud-based reporting
- An online bank integration
- A client retention database
- A tax return status checker
- Earn rebates
- Your company name or logo can be branded on the pages and media
TAXX PRO
COLLABORATION
$599/ year
Start your own tax prep business and go big. EFIN required. This software package is designed for PROS who are seasoned in the tax game.
🗸 PTIN (Required)
🗸 EFIN Required
🗸 Unlimited Users
🗸 Mobile APP
🗸 Software Training
🗸 IRS-Approved Courses
🗸 Bank Products Available
🗸 Audit Protection Available
🗸 Tax Season Support
🗸 Earn Rebates
🗸 Professional Tax Software
🗸Additional Services
Additional Features:
- Audit Protection Service
- IRS approved courses
- Tax prep training
- Software training
- Marketing add-on
Taxx Savage has garnered overwhelmingly positive feedback from users, with many praising the company not only for its innovative tax preparation software but also for the integrity and dedication with which they operate. Year after year, Taxx Savage consistently evolves, adding new features and refining their offerings to meet the growing and changing needs of tax professionals. This dedication to continuous improvement has positioned them as a trusted provider in the industry, with many customers noting that the company delivers exactly what they promise.
Rating: 5/5
Additionally, Taxx Savage’s marketing add-ons are a key differentiator, offering new tax professionals branding tools like logo creation, style guides, and social media designs—resources that typically aren’t available from larger, more traditional tax software providers. This focus on helping tax preparers grow their business is further enhanced by their affordable prices, which remain some of the lowest in the industry.
Taxx Savage Packages in DetailTAXX 10xx
$1499/ year
Are you already doing 500+ tax returns a year? Brand our tax software with your brand name & recruit PTIN & EFIN clients to your business.
Grow your enterprise. EFIN REQUIRED. NO REVENUE SHARING. This software package is designed for PROS who are already strong on sales & marketing in tax preparation.
🗸 PTIN Required
🗸 EFIN Required
🗸 Unlimited Users
🗸 Mobile APP
🗸 Software Training
🗸 IRS-Approved Courses
🗸 Bank Products Available
🗸 Audit Protection Available
🗸 Tax Season Support
🗸 Earn Rebates
🗸 Professional Tax Software
🗸Additional Services
CrossLink Tax Preparation Software Review
CrossLink is suitable for high-volume tax preparation. Their primary product is the CrossLink 1040 desktop. The software also has an online version which you must learn about through its demo.
CrossLink 1040 is used for the preparation of individual income tax returns. For business returns, a package containing CrossLink 1040 and CrossLink Business is suitable.
CrossLink has a range of packages priced at different rates:
| Unlimited | Pay-Per-Return | PPR+ Business Pay-Per-Return | Standard | |
| CrossLink 1040 Desktop | $695 (one-time) | Custom per-return (not publicly listed) | – | – |
| CrossLink 1040 Desktop + CrossLink Business | $695 (annual) | – | – | – |
| CrossLink 1040 Online | $999 (annual) | Available on request | – | – |
Some prices have been updated to reflect current package rates and actual costs. These may differ from what appears on the public-facing CrossLink website, which often requires direct contact with a sales representative for precise quotes especially for Pay-Per-Return or bundled options.
As of 2025, CrossLink software is compatible with Windows 10 and 11. It remains a solid choice for high-volume tax preparers, offering both desktop and professional online versions.
Key Features
Streamlined User Interface
Designed for ease of use and efficient workflow across all return types.
Point-and-Shoot Error Correction
A real-time diagnostic tool that identifies and highlights data entry errors, reducing rejections and improving overall accuracy.
Built-in E-Filing & IRS Status Tracking
Includes e-filing capabilities and allows preparers to view IRS response updates as soon as they’re available.
Automatic Calculations
Handles schedules A, C, E, F, K-1, and forms 2106 and 4835 automatically.
All-State and City Return Support
Coverage for all state and local tax jurisdictions in the U.S.
Multi-Device Compatibility
Usable on desktops, laptops, tablets, and mobile devices.
Centralized Subsite Management
Enables oversight and control of multiple EROs or remote preparers from one location.
Signature Pad and Scanner Support
Allows digital signatures and document uploads using supported hardware.
Document Syncing
Seamlessly links client documents to tax returns for better organization and audit preparedness.
QuickBooks and Xero Integration
Connects with popular accounting platforms to streamline bookkeeping and reconciliation.
Platform Limitations
While CrossLink is robust, it does have a few limitations that may be important for certain users:
No browser-based ProWeb version available
Only supports bank product integration through Santa Barbara TPG
No built-in live chat for tech support
Some features require manual setup or additional training
On the positive side, CrossLink includes access to both the ERO Mobile App and Taxpayer App with certain packages. Instructional videos are also available on their website to help new users get up to speed.
Rating: 4 out of 5
CrossLink remains a powerful option for tax offices needing reliable desktop software, strong diagnostics, and multi-user support. However, its lack of browser-based flexibility and limited banking and support options may not suit all preparers.
Drake Tax Preparation Software Review
Drake Software has maintained accreditation with the Better Business Bureau since 1997 and continues to hold a strong BBB rating, reflecting its consistent customer service and conflict resolution standards.
For 2025, Drake offers three primary pricing models: a Pay-Per-Return (PPR) option for occasional or low-volume users, a 1040 Package for preparers focused on individual returns, and the full Pro Unlimited plan for those managing both individual and business returns. While Drake can be cost-effective depending on your return volume, it’s important to compare plans based on your specific workflow. Drake also provides support for PTIN setup, renewal, EFIN registration, and e-filing status tracking.
Unlike many other tax software solutions, Drake includes the same full feature set across all plan levels; there are no stripped-down versions based on price.
Note: There are additional fees to access prior-year software versions, and annual renewals are required to continue using updated tax-year editions.
Packages | Pro | 1040 – New! | Pay-Per-Return |
| Price | $2195 | $1825 | $359.99 (10 returns included) $42.99 per additional individual return $64.99 per additional business return Convert to Unlimited after approx. 85 returns |
Here are some of the options:
- Many tax form options
- All state packages
- E-Filing
- Organizers
- Schedules
- Data Conversion
- Productivity Tools
- Easy backups
- Prior year tax form autofill
- A double checking feature
- Import/Export options
- Online research on taxes
Here are some of the planning features:
| Drake Tax Planner Allows you to show clients how changes in marital status, dependents, income, and more may impact their taxes. Supports multiple scenarios and customizable reporting. | Quick Refund Estimator Instantly estimates a client’s tax refund with just a few inputs. Great for rapid client consultations. | Return Archiving Save return versions for review, comparison, or testing purposes. Easily revert to a saved version at any time. |
| Compare Filing Status Quickly compare joint vs. separate filing to determine which status is most beneficial for the client. | Year-to-Year Tax Comparison Analyze and compare multiple tax years side by side using a convenient worksheet format. | Amortization Calculator Calculate loan payments, interest rates, or loan duration for various financial planning scenarios. |
Most users report a positive experience with Drake Tax Software. Customers frequently praise its wide feature set, solid e-filing capabilities, and reliable customer support particularly the responsiveness of phone and email assistance.
However, some users have noted occasional technical issues, such as minor bugs or installation hiccups, which required reaching out to Drake’s support team. These issues were generally resolved quickly but are worth noting for firms with less in-house IT support.
Overall, Drake continues to offer strong value for tax professionals. While its pricing is on the higher end compared to some competitors, it compensates with comprehensive features, all-state inclusion, and consistent performance.
Rating: 4 out of 5 – A dependable, feature-rich platform with strong support, though its lack of a modern interface and occasional bugs may be a drawback for some.
Intuit Pro Connect/Series Tax Preparation Software Review
Intuit’s professional tax software lineup, which includes ProConnect Tax, ProSeries, and Lacerte, is built for licensed tax professionals with a valid Preparer Tax Identification Number (PTIN) and Electronic Filing Identification Number (EFIN). Each platform caters to different practice sizes and workflows, offering a range of features and pricing tiers. While the software offers a high degree of customization, determining the total cost can be challenging, as many features (such as return volume, cloud access, e-signatures, and support tools) are priced separately or require custom quotes.
| Product | Lacerte | ProConnect | ProSeries |
| Pricing Model | Starts around $7,800/year (custom quote required) | Starts at $95 per return + $1,049/user/year (cloud-based) | Estimated ~$3,800/year for unlimited desktop use |
| Public Pricing | Not fully listed online; pricing varies by volume | Per-return pricing visible during setup or bulk offers | Pricing not fully listed; quotes vary by firm |
FastPath Licensing
Lacerte uses a FastPath licensing model, where the annual base fee starts at $469 per year. Pricing is based on the number and type of returns filed, with rates varying for individual, business, and specialty forms. Additional fees may apply for state returns, prior-year access, and certain modules.
Pricing Transparency
Much of Lacerte’s pricing is not publicly listed online. Intuit typically provides customized quotes based on firm size, return volume, and feature needs.
Lacerte Plan Details
Publicly available pricing for Lacerte is limited. Like many enterprise-focused software companies, Intuit requires prospective users to speak directly with a sales representative to receive a detailed quote. This approach makes it difficult to estimate total costs without initiating a sales conversation.
| Lacerte 200 Federal 1040 | Lacerte Unlimited Modules | Lacerte REP (Fast Path Only) |
| Designed for firms preparing fewer than 200 individual federal returns. Includes standard forms and e-filing. | All features from the 200 package, plus unlimited individual and business returns. | Pay‑as‑you‑go option ideal for low-volume preparers of individual, state, and business returns. |
| Call for pricing 833-967-5754 | Call for pricing 833-967-5754 | $469/ year |
ProConnect
Pricing includes e-filing for federal, state, multistate, and municipal returns. Volume discounts apply automatically, with recently updated tiers.
| Individual Returns | Business Returns |
| 1040 Includes e-file for federal, state, multistate and municipal returns | 1041, 1065, 1120, 1120S, 990 Includes e-file for federal, state, multistate and municipal returns |
| 1-9 returns | 1-9 returns |
| 10-49 returns | 10-49 returns |
| 50-99 returns | 50-99 returns |
| 100-199 returns | 100-199 returns |
| 200-299 returns | 200-299 returns |
| 300+ returns $24.02 | 300+ returns $26.62 |
ProSeries
Pro Series Basic
Entry-level tax software packages for completing individual returns.
| Basic 20 | Basic 50 | Basic Unlimited |
$599 per year 20 federal 1040 returns + 20 state returns (1 state) Pay-per-return at $53 per return | $989 per year 50 federal 1040 returns + 50 state returns (2 states) Pay-per-return at $53 per return. | $1,499 per year Unlimited federal 1040 + unlimited state returns (up to 4 states) |
Pro Series Professional
Expert tax software packages for professionals who handle individual and business returns.
| Pay-Per-Return | Choice 2003 | 1040 Complete | PowerTax Advanced |
$449/year Single-user license, pay-as-you-go for federal/state individual and business returns. | $3,749/year Includes 200 total returns (individual or business), unlimited state filings, 1099/W-2, asset tracking. | $2,709/year Unlimited federal 1040 & state returns, pay-per-return for business returns, includes eSignature package & asset/depreciation tools. | Custom pricing Unlimited individual/business returns, unlimited states, asset manager, cloud hosting & e-signature. |
With many plans with Intuit, there are many fees based on the amount of returns. This is especially true for the ProConnect software, which bills by return.
Here are three advantages:
Other features include:
- Workflow management
- Pay by refund
- Audit protection
- The tax pro center information
- Integration with other Intuit products
- Banking partners
- Virtual portal for clients
- Tech support
- Tax planning
ProSeries Professional receives mixed reviews from users. Many appreciate its ability to streamline the preparation process, especially for firms handling a wide variety of client return types. However, users have reported recurring issues with technical support response times, interface glitches, and vague pricing structures on Intuit’s website, making it difficult to estimate the total cost without speaking to a representative.
Rating: 3 out of 5
While the software provides a solid feature set and integrates well with other Intuit products, inconsistent user experience and unclear pricing remain points of concern.
Federal Direct Tax Services Software Review
Federal Direct Tax Services continues to offer all-in-one solutions for individuals looking to start or grow a tax preparation business. In 2025, they remain focused on providing a full suite of services, including cloud-hosted tax software, income tax office training, IRS registration assistance, and marketing support for tax professionals.
Their service packages are designed not just around software, but also around business support making them attractive for new or part-time tax preparers who want bundled technical help, branding resources, and refund product options.
Each package includes:
Marketing materials and campaign support
Access to cloud-based or desktop tax preparation software
PTIN and EFIN registration assistance
Tech support and ongoing training
Refund advance and banking integration (varies by plan)
| Quick Start | Silver | Gold | Platinum |
| $299 Basic individual tax software, PTIN/EFIN help, cloud access, 1 user | $599 Adds training, limited business form access, 3 users, and prior-year returns | $999 Full individual and select business forms, marketing tools, 5 users | $2,499 All forms (individual, business, nonprofit), 10 users, audit-safe, refund bank products, marketing match |
Here are the quickstart features:
- Cloud-hosted tax software with annual licensing
- PTIN & EFIN assistance
- Secure e-filing and bank integration options
- Year-round technical support
- IRS compliance tools
- Live training sessions
- Access to tax law updates and CE credits (Silver and above)
The Silver Plan adds:
- Current + 2 years back tax years software
- Budget matching for marketing
The Gold Plan adds:
- Professional Individual tax software
- All Individual States
- All Individual Forms & Schedules
- Current + 3 years back tax years software
- Tax Office Marketing Resources
- Marketing campaign budget matching
The Platinum Plan adds:
- Complete Tax Office Solution
- Current + 5 years back tax years software
- Enhanced Marketing Programs
- Immigrant tax filing program, training & support
- Backup & Recovery Services
Federal Direct is best known for its beginner-friendly approach and support-heavy packages. Many users note that the setup process is smooth and support is responsive. The Platinum plan stands out for its depth of services and appeal to growing firms.
However, some reviewers note that:
- The software is more tailored for startups or new preparers than high-volume offices.
- Upgrades or custom features (like bilingual support or custom branding) require higher-tier plans.
Rating: 4 out of 5
Strong value for newer tax pros or part-time preparers, with bundled benefits that go beyond just software.
My Tax Prep Office Software Review
MyTAXPrepOffice continues as a cloud-first platform tailored for virtual tax offices, accessible via any device with browser connectivity. It supports offline mode with automatic cloud synchronization, but doesn’t offer a desktop install.
MyTaxPrepOffice provides three packages; Individual Pro, Essential and Unlimited Plans.
| Individual Pro | Essential Plan | Unlimited Plan |
| $695 Unlimited 1040 returns, free federal/state e‑file, bank products, client portal, signature pad, single user, 5 GB storage, prior-year access (2023–24) | $995 Adds business and specialty modules (1065, 1120/S, 1041, 706/709, 990), 2 users, 10 GB storage, payroll | $1,295 Unlimited returns, unlimited users (up to 999), unlimited storage, multi-office support |
MyTAXPrepOffice offers three primary plans tailored to individual preparers, growing firms, and multi-office operations. It is a fully cloud-based solution with offline mode, bank product integration, and user-friendly client tools.
Individual Pro
An affordable option for individual-only preparers. Ideal for solo tax professionals.
Key Features:
- Unlimited 1040 individual returns
- Free unlimited e-filing (federal + all states)
- Prior-year access: 2023, 2024
- Integrated bank products (Refund Advantage, EPS, Santa Barbara TPG)
- Built-in Client Portal for document sharing
- Free remote signature capability*
- Signature pad app
- Single user account
- 5 GB of included cloud storage
- Individual returns only (no business forms)
- Multi-office management tools not included
Essential Plan
A mid-tier option with added business form support and more storage.
Includes all Individual Pro features, plus:
- Business & specialty form modules:
1065, 1120, 1120S, 1041, 990, 706, 709 - After-the-Fact Payroll
- Multi-office dashboard
- 2 user accounts (additional users: $20 each)
- 10 GB of storage (expandable: $20 per 5 GB)
Unlimited Plan
Built for growing firms and multi-preparer offices.
Includes all Essential features, plus:
- Unlimited users
- Unlimited cloud storage
- Multi-office management dashboard
- Full access to all individual, business, and specialty modules
Technical Support & Training
- Customer support via phone and email
- Access to a library of daily-updated instructional videos
- Built-in help articles and tooltips throughout the platform
- 1-on-1 onboarding available for new users
Considerations
- Not recommended for very complex or highly specialized business returns
- Some features like multi-office management are only available in higher tiers
- Offline mode is helpful but dependent on sync stability
Rating: 4 out of 5
Pros: Intuitive interface, strong client portal tools, great customer service, affordable pricing.
Cons: Limited support for complex corporate scenarios, added cost for extra storage/users.5
Tax Act for Professionals Tax Preparation Software Review
TaxAct for Professionals continues to provide tax preparers with flexible pricing models and comprehensive form support for both individual and business returns. The software is cloud-enabled and built for preparers who want scalable options depending on volume and office size.
Federal Editions & State Returns
TaxAct’s Professional Federal Editions support all major 2025 IRS forms, including:
- 1040 (Individual)
- 1065 (Partnership)
- 1120 & 1120S (Corporation & S-Corp)
- 1041 (Estates & Trusts)
- 990 (Nonprofit)
Each Federal Edition is sold separately and priced starting at $150 per edition. State Editions must also be purchased individually, typically at $35–$39 per state, depending on the form type
Professional Bundles
| 1040 Bundle | 1040 Enterprise Bundle | Complete Bundle | Complete Enterprise Bundle |
| $925 1040 Federal + all states, unlimited e-filing (single user) | $1125 All federal editions (1040, 1065, 1120, 1120S, 1041, 990), all states, single user | $1745 Same as above, but with multi-user access and cloud storage | $2145 All features + multi-user access + cloud storage |
- Tax planning tools
- A client manager
- Professional report tool
- E-filing. Including unlimited e-filing for 1040 Federal returns in some packages
- Software assistants that provide help during the data entry process, among other things. These assistants include the stock and topic assistants and an import wizard which transfers data taken from a different software app
- A single-user license and a multi-user network
- An optional cloud storage space
- Online data backup
- High-volume filing of 1040 returns
- All State and Federal returns
- Includes other forms such as 990, 1120, 1120S, 1040, 1041, and 1065
- A multi-user network
- An online data backup
- Optional cloud storage
TaxAct for Professionals receives generally favorable reviews, particularly for its affordability, reliability, and form coverage. It is widely regarded as a smart solution for small- to mid-sized tax offices focused on both personal and business filings.
Support Access:
- Phone and email support
- Website-based consultation scheduling
- Dedicated knowledge base and user guide access
Overall Rating: 4.6 out of 5
TaxAct for Professionals offers reliable, feature-rich software for preparers who want flexibility without overpaying. While it’s not cloud-native and has some usability quirks, it remains a solid solution for firms focused on return volume and value.
UltraTax CS Tax Preparation Software Review
UltraTax CS, part of the Thomson Reuters CS Professional Suite, continues to serve as a powerhouse in professional tax preparation. Best suited for firms already using CS or those requiring deep-form coverage and complex tax workflows.
| UltraTax CS Express 100 | UltraTax CS |
| $2,650/year Entry-level license for up to 100 individual returns (1040), limited users. | Custom pricing Varies based on number of users, modules (e.g., 1120, 1065, 1041), and add-ons like cloud hosting and document management tools. Pricing generally starts around $2,500/year and increases based on selected features. |
UltraTax CS Express 100
Designed for smaller firms or solo preparers with a limited client base.
Key Features:
- Single user license
- 100 total federal returns, including up to 25 business returns
- Additional returns at $26.50 per return
- Supports 5 core federal forms:
- 1040 (Individual)
- 1120 (Corporation)
- 1120S (S-Corp)
- 1065 (Partnership)
- 1041 (Estates & Trusts)
- Includes unlimited entity types
- Up to 10 unique state modules
- Basic diagnostics and workflow tools included
UltraTax CS (Full Version)
Designed for mid-to-large practices with complex filing needs and larger teams.
Key Features:
- Supports 2 to unlimited users
- Prepares 101 to unlimited federal returns
- Access to 6 or more federal forms, including all major business, nonprofit, trust, estate, and international forms
- Includes 11 to all applicable states and jurisdictions
- Integration with the full CS Professional Suite (e.g., Practice CS, FileCabinet CS, Workpapers CS)
- Enhanced diagnostics, planning tools, and bulk processing
- Configurable EFIN management tools, including auto-filled ERO PINs
- Optional cloud hosting for remote access (via third-party)
- Optional e-signature module available (not included by default)
Additional Notes
- e-Signatures, cloud hosting, and document management tools are all billed separately.
- UltraTax CS is known for its deep integration, robust diagnostics, and suitability for multi-state, multi-entity, or high-volume firms.
- However, pricing can increase significantly year over year, especially on basic plans like Express 100.
Rating: 3.5 out of 5
Ideal for: Established firms needing a comprehensive tax prep suite with multi-user support and integrated compliance tools.out much to differentiate them from other programs. The pricing is a bit vague.
ATX™ Tax Preparation Software Review
ATX is a robust tax compliance solution built for small to mid-sized accounting firms and CPAs. It blends an intuitive, form-based interface with deep IRS form coverage and automated accuracy tools—ideal for professionals handling both individual and business returns.
| ATX 1040 Package | ATX™ MAX® Package | ATX Total Tax Office Package | ATX Advantage Package |
| $1,149 Unlimited federal 1040 + unlimited state individual; Pay‑Per‑Return business returns | $2,619 Everything in ATX 1040 + Pay‑Per‑Return business + unlimited business e‑filing | $3,879 ATX MAX® features + unlimited individual and business e‑filing | $6,349 Includes all previous N+ research, enhanced asset management, concierge care, conversion services |
ATX 1040 Package
Designed for individual tax preparers handling mostly 1040 returns.
Includes:
- Federal 1040 module
- 1–3 1040 State modules
- 2 concurrent user licenses
- 75 free returns included; additional returns at $6.50 each (Fed/State combo)
- eSignature capability for current-year 1040 returns
- PDF User Guide
- PDF CPE Course Bundle
- CCH AnswerConnect Mini Bundle:
- U.S. Master Tax Guide Online
- Limited access to primary source references
ATX™ MAX® Package
For small to mid-sized practices handling both individual and business returns.
Includes all features from the 1040 Package, plus:
- Federal Business and Specialty forms (1065, 1120, 1120S, 990, etc.)
- All 1040 state returns & all business state returns
- Payroll Compliance Reporting
- 3 concurrent user licenses
- Unlimited eFiling for current-year returns
- eSignature support for current-year 1040 returns
- U.S. Master Tax Guide (physical book)
- CCH AnswerConnect Prime:
- U.S. Master Tax Guide Online
- Top federal topics, basic CodeConnect, Tax News Highlights
- Client Letter Toolkit
ATX Total Tax Office
A full-service tax office suite for growing practices.
Includes all ATX MAX® features, plus:
- 5 concurrent user licenses
- All individual and business federal/state forms
- Advanced research tools
- CCH AnswerConnect Expert:
- Complete Federal and State topic pages
- Tax Prep Partner for 1040, 1120, 1120S, 1065
- 400+ Client Letter Templates
- Full calculator suite & practice management aids
- Interactive research tools
- Full PDF CPE Bundle
- Payroll Compliance Reporting
- Productivity & audit-safe support modules
ATX Advantage
Best for firms needing maximum functionality, concierge-level support, and tools for multi-preparer efficiency.
Includes all Total Tax Office features, plus:
- 6 concurrent user licenses
- Advanced Calculation and Compliance tools
- Enhanced Asset Management module
- Dedicated Concierge Care
- Conversion Services for prior-year software
- Premium Tax Prep Partner access
- Full federal, business, and state form support
Support & Limitations
- Support Access: Unlimited customer support via phone and email (no additional fees)
- Platform Limitation: ATX is desktop-based only. There is no browser or mobile version. Remote use requires a hosted desktop solution or third-party cloud access.
Overall Rating: 4 out of 5
Pros:
- Comprehensive form library (over 6,000 forms)
- Tiered packages with strong federal and business support
- Research tools like CCH AnswerConnect add professional value
- Strong user interface for form-driven filing
Cons:
Some users note a dated interface compared to modern SaaS tools
Limited mobility and no cloud-native or mobile versions
Price can climb with upgrades and add-ons
Keystone Tax Solutions Tax Preparation Software Review
Keystone offers cloud-based tax software with a strong focus on usability, support, and bank products, ideal for preparers holding PTINs and EFINs. Their platform supports full remote access via the mobile app and web browser, with a desktop alternative.
Great/easy-to-use software. Clients were able to offer advances, checks, and also fast money cards from using this software.
| Partnership Packages | All In One Software Package |
| Starting at $99 (Beginner, Intermediate, Pro, Expert, Elite) Offer revenue-share options and tiered split models (60/40 to 90/10). | Starting at $399 (bank‑product users only) Includes: Unlimited federal & state returns Cloud-based desktop and mobile access Digital signature pad Document manager & client portal Data conversion tools Integrated refund advance up to $6,000 |
All-In-One Package
(Available for Bank Product Users Only)
This plan is ideal for established tax preparers using refund transfer services.
Includes:
- Unlimited 1040 and Schedule C returns
- All 50 states + D.C. included
- Unlimited users (no per-seat charge)
- Access to 3 prior tax years
- Cloud-based + desktop access
- Built-in e-filing, refund advance, client portal, and mobile app
- Document manager and e-signature capability
Partnership Packages (Revenue-Split Models)
These are designed for preparers at different experience levels, with returns processed through Keystone’s e-filing system. Pricing reflects upfront commitment and profit split.
| Package | Upfront Cost | Revenue Split | Description |
|---|---|---|---|
| Beginner | $299 (or $99 down) | 60/40 | For new preparers. All returns are reviewed by Keystone before submission. |
| Intermediate | $499 (or $199 down) | 70/30 | Similar to Beginner, but ideal for those just starting to gain confidence. |
| Pro | $799 (or $300 down) | 80/20 | Most popular plan. Preparer has more control and files without full review. |
| Expert | $2,499 | 90/10 | Designed for experienced pros with clients. Direct IRS filing via own EFIN. |
Support & Training
- Live phone and email support
- Onboarding webinars and tax school options included
- IRS E-file Provider assistance, PTIN setup, and compliance coaching
- BBB Accredited since August 1, 2019
User Experience & Rating
Keystone Tax Solutions earns high marks for its user-friendly interface, flexible packages, and hands-on support. It’s a reliable option for both first-time preparers and growing tax practices.
Rating: 4.5 out of 5 the Better Business Bureau (BBB) since August 1, 2019. Our tax software comparison found that this program is probably better for both small and large customers.
Olt Pro Tax Preparation Software Review
OLT PRO (by On-Line Taxes) offers both cloud-based and desktop tax software, designed for PTIN and EFIN-registered preparers who seek affordability and flexibility in filing individual and business returns.
The software appears to offer an affordable solution for tax professionals, which can help in cost-effective tax preparation.
| 25 Return Web Plan | Web Unlimited | Desktop Unlimited | 2025 Online Unlimited |
| $349/year Web-only; up to 25 federal/business returns; all states; unlimited users; free e-file; mobile app; support | $549/year Web application with unlimited returns; same feature set as desktop plan | $799/year Unlimited federal/business forms + states; client manager; document manager; network/multi-user support | $595/year Promotional price for online unlimited returns plan |
OLT Pro 25 Return
Best for low-volume preparers.
This web-only plan is designed for professionals filing 25 returns or fewer.
Features:
- Web-based access (no installation required)
- Up to 25 federal returns (including business returns)
- All state returns included
- Unlimited user accounts
- Free e-filing and mobile access
- Cloud-hosted environment
- Ideal for new preparers or side businesses
OLT Pro Web Unlimited
Best for mobile or multi-location offices.
This plan provides full web-based functionality with unlimited returns.
Features:
- 100% cloud-based, no installation needed
- Unlimited federal + state tax returns
- Multi-user setup (no need for server configuration)
- E-filing included
- Mobile-friendly + client portal
- Includes bank products, document manager, and organizer
- Ideal for preparers needing flexibility and scale
OLT Pro Desktop Unlimited
Best for traditional in-office setups.
For firms that prefer a locally installed solution with full feature access.
Features:
- Downloadable software (Windows compatible)
- Unlimited federal and state returns
- Supports all entity types (1040, 1120, 1065, etc.)
- Multi-user network capability included
- Client document manager, tax organizer, and reporting tools
- Ideal for stable, in-office operations needing speed and control
Additional Notes
E-signature tools and client portal access (varies by plan)rs and offers flat-fee pricing for 1040 returns, making it a suitable choice for those who are confident about the credits and deductions they can claim.
Flat-rate pricing: 1040 return filing does not vary by form complexity
Supports bank products (Santa Barbara, Refund Advantage, etc.)
IRS e-file integration included
Rating: 4.5/5
The CCH® ProSystem fx® Suite Tax Preparation Software Review
CH ProSystem fx Tax is a premium-tier, on-premise tax and compliance platform, part of Wolters Kluwer’s expansive ProSystem fx Suite. It’s tailored for mid-to-large public accounting firms requiring deep-form coverage, workflow automation, and extensive audit capabilities.
Pricing & Licensing
- Pricing by quote only – entry-level start around $2,500–$3,000/year, scaling up strongly with added modules and users.
- Requires contact with a sales rep to build a custom bundle (forms, modules, e-signature, hosting, etc.) .
Key Features & Integrations
- Extensive Form Coverage: Thousands of federal, state, county, and city forms with automatic calculations
- Digital Tax Workflow: Seamless data-sharing across CS modules (Practice, Engagement, Workpapers, Document, Planning, Fixed Assets)
- Robust Diagnostics: Intelligent review tools, error-check, and multi-monitor form review
- ERO & E-filing Tools: Automated EFIN/ERO PIN management and comprehensive e-filing support.
- Secure Data Handling: On-premise installation with optional third-party cloud hosting; full backup via CCH Scan and Document modules
- Training & Support: Live demo, ongoing updates, and extensive library of training webinars for users
Overall Rating: ~4.2/5
Tax Wise Tax Preparation Software Review
TaxWise continues to cater to a broad range of tax professionals in 2025, including multi-location enterprises and smaller firms seeking streamlined tax preparation solutions. Its dual offering both desktop and cloud-based versions, makes it a flexible choice for firms needing scalable tools and remote access.
The software supports both PTIN and EFIN holders, covering all essential IRS-compliant features for professional tax preparers.
TaxWise is widely used by firms focused on volume-based tax preparation, including businesses like Turner Tax and Veracity Financial, which report improved productivity and customization capabilities. Its centralized office manager and bilingual forms remain useful for diverse client bases.
.
| Package | Desktop | Online |
|---|---|---|
| 100 Return Package | $1,449 | $1,449 |
| 400 Return Package | $3,049 | $3,049 |
| Unlimited Package | $3,339 | $3,339 |
| Pay-Per-Return | $619 total ($300 non-refundable) | $299 setup fee + per-return pricing |
Per-Return Pricing (Pay-Per-Return Package)
Individual Returns:
- $29 one-time processing/setup fee
- $20 per federal return
- $12 per state return
Business Returns:
- $29 processing fee
- $35 per federal business return
- $18 per state business return
Software Access & Key Features
Access Options:
- Web-based platform (online)
- Desktop software (installed locally)
Core Functionalities:
- E-Signature capability (add-on required; $59 per 10-signature pack)
- Check printing from tax refunds
- Refund Estimator Tool
- Client Mobile App for document upload and communication
- Optional “White Glove” support service (premium add-on)
- Office Manager for return tracking and preparer management
- CCH AnswerConnect integration (research access varies by plan)
TaxWise offers an extensive tax software system with a strong foundation in compliance and workflow tools. The platform caters to small businesses, solo tax pros, and multi-office teams, supporting both PTIN and EFIN holders.
While the annual package costs are competitive, users should factor in the upfront processing/setup fees, per-return charges, and optional add-ons for features like enhanced support or e-signatures.
Rating: 4 out of 5
In order to receive the most benefits from this software, you will need to purchase other software suites to improve your experience with the application, and that means extra costs.
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Frequently Asked Questions
Most competitors offer software — we offer a business platform.
Taxx Savage includes tax software plus the office infrastructure needed to run, manage, and grow a tax business:
• A business hub
• Automated payout and reconciliation tools
• Training academy
• Marketing support
• Websites
• Review and compliance
• Dedicated customer service
• Document workflows
• Multi-user management & More
Where others provide a login, Taxx Savage provides a full operating system for tax professionals.
Not commonly.
Most software companies require multiple systems and spreadsheets to calculate prep fees, marketing fees, advances, PTIN splits, and adjustments.
Taxx Flow automates this entire process in one place, saving hours per week for EROs and team leads.
Competitors sometimes provide payout exports, but few offer a complete automated solution with PTIN segmentation, reconciliation tools, adjustments, and report breakdowns.
Beyond tax preparation, you get:
- Taxx Flo: Automated payout, reconciliation, adjustments, PTIN segmentation, SB oversight, and advance tracking.
- Taxx Savage Academy: Training modules for new and experienced preparers.
- Marketing Tools: Graphic templates, brand kits, funnels, and social media assets.
- Websites: Professionally designed, tax-season optimized sites (add-on).
- Client Hub: Document management, onboarding, and communication tools.
- Compliance Review: A human review layer for accuracy and reduced rejections.
- Business Infrastructure: Operations management tools many competitors don’t provide.
Competitors may offer some features through third-party apps, but rarely in one ecosystem.
Limited Training is included, and you can extend your learning with the Taxx Savage Academy (add-on).
Other companies typically charge per class, per module, or for “premium support” tiers.
Tax software helps you prepare returns.
A platform helps you run your business. With Taxx Savage, you get tools that eliminate bottlenecks, simplify operations, reduce compliance risk, automate payouts, and support you throughout your journey.
Most competitors focus solely on the return preparation process. Taxx Savage supports the entire lifecycle of your business.
New preparers often struggle with unsupported software systems.
Taxx Savage provides:
- Step-by-step onboarding
- IRS compliance guidance
- Return review
- Training through Taxx Savage Academy
- Client communication tools
- Preparer coaching resources
Other platforms are capable, but many expect you to already know what you’re doing. Taxx Savage is built to help you succeed from day one.
Competitors rely primarily on automated diagnostics.
Taxx Savage adds a human review layer, providing IRS compliance checks before returns are transmitted.
This significantly reduces rejections and increases accuracy.
Usually not.
Most software companies expect preparers to handle:
- Payouts
- Client onboarding
- Document workflows
- Staff management
- Compliance
- Training
- Websites
- Marketing
Taxx Savage builds these into the platform so new and experienced preparers can operate more efficiently.
Taxx Savage provides:
- Built-in payout automation via Taxx Flo
- Team tracking
- Review workflows
- Templates and SOPs for onboarding new preparers
- Marketing and branding tools
- Potential rebates for volume
Competitors may support teams, but typically require third-party solutions and manual processes.
We provide growth tools that extend far beyond tax preparation:
- Websites (add-on for qualified preparers)
- Branding resources
- Marketing templates
- Funnels and lead-generation support
- Training modules
- Service bureau pathways
- Automated payroll and payout tools
Competitors may provide stronger software features in some niche areas, but they rarely support scaling your business.
No. You retain access to prior-year returns even if you switch packaged.
Other platforms may charge for archive access or require renewals.
Some offer basic templates. While marketing isn’t strictly speaking part of a tax software comparison, you’ll need a way to market your tax prep business if you are not getting it from your tax software provider.
Taxx Savage provides a full marketing suite — brand kits, graphics, social media content, funnels, and website options — designed specifically for tax businesses. Talk to us about upgrading your marketing to a whole new level.
Some competitors may appear cheaper upfront, but often charge for:
- Additional users
- Business returns
- Document storage
- Training
- Support tiers
- Bank product access
- Premium diagnostics
While other companies work on Revenue sharing systems that cut into your profits, Taxx Savage prices are transparent and include most essentials as part of the platform.
Taxx Savage integrates:
- Client document upload
- Portal access
- Remote signature
- Notifications
- Review notes
Competitors generally offer these features, but sometimes limit storage or require paid add-ons.
Every company has strengths. Some competitors focus heavily on long-standing legacy features or specific niche tools.
Taxx Savage prioritizes modern workflows, automation, scalability, and business support.
Our focus is not only helping you file returns, but helping you run a profitable tax business.
Taxx Savage is built for remote work — from onboarding and communication to document uploads and signatures.
Many other software providers support remote work as well, but they often rely on multiple disconnected tools.
Taxx Savage Supported Tax Forms
| Form# | Form Title | ProWeb | Desktop |
|---|---|---|---|
| 1040 | US Individual Income Tax Return | ✔ | ✔ |
| 1040-ES | Estimated Tax Voucher | ✔ | ✔ |
| 1040-ES (NR) | Estimated Tax Voucher (Nonresident) | ✔ | ✔ |
| 1040-NR | U.S. Income Tax Return For Nonresident Alien | ✔ | ✔ |
| 1040-NR-EZ | U.S. Income Tax Return For Certain Nonresident Aliens With No Dependents | ✔ | ✔ |
| 1040-PR (←2022) | Federal Self-Employment Contribution Statement for Residents of Puerto Rico (Spanish) | ✔ | ✔ |
| 1040-SS | U.S. Self-Employment Tax Return for Bona Fide Residents of Puerto Rico (English) | ✔ | ✔ |
| 1040-SR | Tax Return For Seniors | ✔ | ✔ |
| 1040-V | Payment Voucher | ✔ | ✔ |
| 1040-X | Amended U.S. Individual Income Tax Return | ✔ | ✔ |
| 1045 | Application For Tentative Refund | ✔ | ✔ |
| 1116 | Foreign Tax Credit | ✔ | ✔ |
| AMT1116 | Foreign Tax Credit AMT | ✔ | ✔ |
| 1310 | Statement Of Person Claiming Refund Due To A Deceased Taxpayer | ✔ | ✔ |
| 172 | Net Operating Losses (NOLs) | ✔ | ✔ |
| 2106 | Employee Business Expenses | ✔ | ✔ |
| 2120 | Multiple Support Declaration | ✔ | ✔ |
| 2210 | Underpayment Of Estimated Tax By Individuals, Estates, and Trusts | ✔ | ✔ |
| 2210-F | Underpayment of Estimated Tax by Farmers | ✔ | ✔ |
| 2350 | Application For Extension Of Time To File U.S. Income Tax Return When Abroad | ✔ | ✔ |
| 2441 | Child And Dependent Care Expenses | ✔ | ✔ |
| 2555 | Foreign Earned Income | ✔ | ✔ |
| 2848 | Power Of Attorney and Declaration of Representative | ✔ | ✔ |
| 3468 | Investment Credit | ✔ | ✔ |
| 3800 | General Business Credit | ✔ | ✔ |
| 3903 | Moving Expense | ✔ | ✔ |
| 4136 | Credit For Federal Tax Paid On Fuels | ✔ | ✔ |
| 4137 | Social Security and Medicare Tax on Unreported Tip Income | ✔ | ✔ |
| 4255 | Recapture of Investment Credit | ✔ | ✔ |
| 4562 | Depreciation and Amortization | ✔ | ✔ |
| 461 | Limitation on Business Losses | ✔ | ✔ |
| 4684 | Casualties and Thefts | ✔ | ✔ |
| 4797 | Sale of Business Property | ✔ | ✔ |
| 4810 | Request for Prompt Assessment Under Internal Revenue Code Section 6501(d) | ✔ | ✔ |
| 4835 | Farm Rental Income and Expenses | ✔ | ✔ |
| 4852 | Substitute W-2/1099-R | ✔ | ✔ |
| 4868 | Application For Automatic Extension of Time to File U.S. Individual Income Tax Return | ✔ | ✔ |
| 4952 | Investment Interest Expense Deduction | ✔ | ✔ |
| 4972 | Tax on Lump-Sum Distributions | ✔ | ✔ |
| 5329 | Tax on Early Retirement Distributions | ✔ | ✔ |
| 5405 | Repayment of The First-Time Homebuyer Credit | ✔ | ✔ |
| 5695 | Residential Energy Credit | ✔ | ✔ |
| 5884 | Work Opportunity Credit | ✔ | ✔ |
| 5884-A | Employee Retention Credit For Employers Affected by Qualified Disasters (carryforward only after 2021) | ✔ | ✔ |
| 6198 | At-Risk Limitations | ✔ | ✔ |
| 6251 | Alternative Minimum Tax | ✔ | ✔ |
| 6252 | Installment Sale Income | ✔ | ✔ |
| 6478 | Biofuel Producer Credit | ✔ | ✔ |
| 6765 | Credit for Increasing Research Activity | ✔ | ✔ |
| 6781 | Gains and Losses From Section 1256 Contracts and Staddles | ✔ | ✔ |
| 7202 (2020-2021) | Credit for Sick Leave and Family Leave for Certain Self-Employed Individuals | ✔ | ✔ |
| 7203 | S Corporation Shareholder Stock and Debt Basis Limitations | ✔ | ✔ |
| 7205 | Energy Efficient Commercial Buildings Deduction | ✔ | ✔ |
| 7206 | Self-Employed Health Insurance Deduction | ✔ | ✔ |
| 7207 | Advanced Manufacturing Production Credit | ✔ | ✔ |
| 7210 | Clean Hydrogen Production Credit | ✔ | ✔ |
| 7211 | Clean Electricity Production Credit | ✔ | ✔ |
| 7213 | Nuclear Power Production Credits | ✔ | ✔ |
| 7218 | Clean Fuel Production Credit | ✔ | ✔ |
| 8082 | Notice of Inconsistent Treatment or Administrative Adjustment Request (AAR) | ✔ | ✔ |
| 8275 | Disclosure Statement | ✔ | ✔ |
| 8275-R | Regulation Disclosure Statement | ✔ | ✔ |
| 8283 | Noncash Charitable Contributions | ✔ | ✔ |
| 8332 | Release/Revocation of Release of Claim to Exemption for Child by Custodial Parent | ✔ | |
| 8379 | Injured Spouse Allocation | ✔ | ✔ |
| 8396 | Mortgage Interest Credit | ✔ | ✔ |
| 8453 | U.S. Individual Income Tax Transmittal for an IRS e-file Return | ✔ | ✔ |
| 8582 | Passive Activity Loss Limitations | ✔ | ✔ |
| 8582-CR | Passive Activity Credit Limitations | ✔ | ✔ |
| 8586 | Low-Income Housing Credit | ✔ | ✔ |
| 8594 | Asset Acquisition Statement Under Section 1060 | ✔ | ✔ |
| 8606 | Nondeductible IRAs | ✔ | ✔ |
| 8609-A | Annual Statement for Low-Income Housing Credit | ✔ | ✔ |
| 8611 | Recapture of Low-Income Housing Credit | ✔ | ✔ |
| 8615 | Tax for Certain Children who Have Unearned Income | ✔ | ✔ |
| 8689 | Allocation of Individual Income Tax to the U.S. Virgin Islands | ✔ | ✔ |
| 8801 | Credit for Prior Year Minimum Tax | ✔ | ✔ |
| Schedule 8812 | Additional Child Tax Credit | ✔ | ✔ |
| 8814 | Parents’ Election To Report Child’s Interest and Dividends | ✔ | ✔ |
| 8815 | Exclusion of Interest From Series EE and I U.S. Savings Bonds Issued After 1989 | ✔ | ✔ |
| 8820 | Orphan Drug Credit | ✔ | ✔ |
| 8821 | Tax Information Authorization | ✔ | ✔ |
| 8824 | Like-Kind Exchanges | ✔ | ✔ |
| 8826 | Disabled Access Credit | ✔ | ✔ |
| 8828 | Recapture of Federal Mortgage Subsidy | ✔ | ✔ |
| 8829 | Expenses for Business Use of your Home | ✔ | ✔ |
| 8830 | Enhanced Oil Recovery Credit | ✔ | ✔ |
| 8833 | Treaty-Based Return Position Disclosure Under Section 6114 or 7701(b) | ✔ | ✔ |
| 8834 | Qualified Electric Vehicle Credit | ✔ | ✔ |
| 8835 | Renewable Electricity, Refined Coal, and Indian Coal Production Credit | ✔ | ✔ |
| 8839 | Qualified Adoption Credit | ✔ | ✔ |
| 8840 | Closer Connection Exception Statement for Aliens | ✔ | ✔ |
| 8843 | Statement for Exempt Individuals and Individuals With a Medical Condition | ✔ | ✔ |
| 8844 | Empowerment Zone Employment Credit | ✔ | ✔ |
| 8845 (←2021) | Indian Employment Credit | ✔ | |
| 8846 | Credit for Employer Social Security and Medicare | ✔ | ✔ |
| 8853 | Archer MSAs and Long-Term Care Insurance Contracts | ✔ | ✔ |
| 8854 | Initial and Annual Expatriation Statement | ✔ | ✔ |
| 8857 | Request for Innocent Spouse Relief | ✔ | ✔ |
| 8859 | Carryforward of the District of Columbia First-Time Homebuyer Credit | ✔ | ✔ |
| 8862 | Information to Claim Certain Credits After Disallowance | ✔ | ✔ |
| 8863 | Education Credits (American Opportunity and Lifetime Learning Credits) | ✔ | ✔ |
| 8864 | Biodiesel and Renewable Diesel Fuels Credit | ✔ | ✔ |
| 8867 | Paid Preparer’s Due Diligence Checklist | ✔ | ✔ |
| 8874 | New Markets Credit | ✔ | ✔ |
| 8878 | IRS e-file Signature Authorization for Form 4868 or Form 2350 | ✔ | ✔ |
| 8879 | IRS e-file Signature Authorization | ✔ | ✔ |
| 8880 | Credit For Qualified Retirement Savings Contributions | ✔ | ✔ |
| 8881 | Credit for Small Employer Pension Plan Startup Costs and Auto-Enrollment | ✔ | ✔ |
| 8882 | Credit for Employer-Provided Childcare Facilities and Services | ✔ | ✔ |
| 8885 (←2021) | Health Coverage Tax Credit | ✔ | |
| 8888 | Allocation of Refund (Including Savings Bond Purchases) | ✔ | ✔ |
| 8889 | Health Savings Accounts (HSAs) | ✔ | ✔ |
| 8896 | Low Sulfur Diesel Fuel Production Credit | ✔ | ✔ |
| 8900 | Qualified Railroad Track Maintenance Credit | ✔ | ✔ |
| 8903 | Domestic Production Activities Deduction | ✔ | |
| 8904 | Marginal Wells Oil and Gas Production Credit | ✔ | ✔ |
| 8906 | Distilled Spirits Credit | ✔ | ✔ |
| 8908 | Energy Efficient Home Credit | ✔ | ✔ |
| 8910 | Alternative Motor Vehicle Credit | ✔ | ✔ |
| 8911 | Alternative Fuel Vehicle Refueling Property Credit | ✔ | ✔ |
| 8912 | Credit to Holders of Tax Credit Bonds | ✔ | ✔ |
| 8915-A (2016-2020) | Qualified 2016 Disaster Retirement Plan Distributions and Repayments | ✔ | |
| 8915-B (2017-2021) | Qualified 2017 Disaster Retirement Plan Distributions and Repayments | ✔ | |
| 8915-C (2018-2023) | Qualified 2018 Disaster Retirement Plan Distributions and Repayments | ✔ | |
| 8915-D (2019-2023) | Qualified 2019 Disaster Retirement Plan Distributions and Repayments | ✔ | |
| 8915-E (2020) | Qualified 2020 Disaster Retirement Plan Distributions and Repayments | ✔ | ✔ |
| 8915-F | Qualified Disaster Retirement Plan Distributions and Repayments | ✔ | ✔ |
| 8919 | Uncollected Social Security and Medicare Tax on Wages | ✔ | ✔ |
| 8923 | Mine Rescue Team Training Credit | ✔ | |
| 8932 | Credit for Employer Differential Wage Payments | ✔ | ✔ |
| 8933 | Carbon Oxide Sequestration Credit | ✔ | ✔ |
| 8936 | Qualified Plug-In Electric Drive Motor Vehicle Credit | ✔ | ✔ |
| 8938 | Statement of Specified Foreign Financial Assets | ✔ | ✔ |
| 8941 | Credit for Small Employer Health Insurance Premiums | ✔ | ✔ |
| 8948 | Preparer Explanation | ✔ | ✔ |
| 8949 | Sales and Other Dispositions of Capital Assets | ✔ | ✔ |
| 8958 | Allocation of Tax Amounts Between Certain Individuals in Community Property States | ✔ | ✔ |
| 8959 | Additional Medicare Tax | ✔ | ✔ |
| 8960 | Net Investment Income Tax | ✔ | ✔ |
| 8962 | Premium Tax Credit (PTC) | ✔ | ✔ |
| 8994 | Employer Credit for Paid Family and Medical Leave | ✔ | ✔ |
| 8995 | Qualified Business Income Deduction Simplified Computation | ✔ | ✔ |
| 8995-A | Qualified Business Income Deduction | ✔ | ✔ |
| 8997 | Initial and Annual Statement of Qualified Opportunity Fund (QOF) Investments | ✔ | ✔ |
| 9000 | Alternative Media Preference | ✔ | ✔ |
| 9325 | Acknowledgement and General Information for Taxpayer Who File Returns Electronically | ✔ | ✔ |
| 9465 | Installment Agreement Request | ✔ | ✔ |
| 965 (2019-2020) | Inclusion of Deferred Foreign Income | ✔ | |
| 965-A | Individual Report of Net 965 Tax Liability | ✔ | ✔ |
| 982 | Reduction of Tax Attributes Due to Discharge of Indebtedness (and Section 1082 Basis Adjustment) | ✔ | ✔ |
| Schedule 1 (Form 1040) | Additional Income And Adjustments | ✔ | ✔ |
| Schedule 2 (Form 1040) | Additional Taxes | ✔ | ✔ |
| Schedule 3 (Form 1040) | Additional Credits And Payments | ✔ | ✔ |
| Schedule A (Form 1040) | Itemized Deductions | ✔ | ✔ |
| Schedule B (Form 1040) | Interest and Ordinary Dividends | ✔ | ✔ |
| Schedule C (Form 1040) | Business Profit and Loss | ✔ | ✔ |
| Schedule D (Form 1040) | Capital Gains and Losses | ✔ | ✔ |
| Schedule E (Form 1040) | Rents And Royalties | ✔ | ✔ |
| Schedule EIC (Form 1040) | Earned Income Credit | ✔ | ✔ |
| Schedule F (Form 1040) | Farm Income/Loss | ✔ | ✔ |
| Schedule H (Form 1040) | Household Employment Taxes | ✔ | ✔ |
| Schedule J (Form 1040) | Income Averaging for Farmers and Fisherman | ✔ | ✔ |
| Schedule LEP (Form 1040) | Request For Change In Language Preference | ✔ | ✔ |
| Schedule NEC (Form 1040-NR) | Tax on Income Not Effectively Connected With a U.S. Trade or Business | ✔ | ✔ |
| Schedule OI (Form 1040-NR) | Other Information | ✔ | ✔ |
| Schedule R (Form 1040) | Credit for the Elderly or the Disabled | ✔ | ✔ |
| Schedule SE (Form 1040) | Self-Employment Tax | ✔ | ✔ |
| W-7 | Application For IRS Individual Taxpayer Identification Number | ✔ | ✔ |
| W-7 (sp) | Solicitud de Número de Identificación Personal del Contribuyente del Servicio de Impuestos Internos | ✔ | ✔ |
| W-7 (COA) | Certificate of Accuracy for IRS Individual Taxpayer Identification Number | ✔ | ✔ |
| Form# | Form Title | Desktop |
|---|---|---|
| 1120 | U.S. Corporation Income Tax Return | ✔ |
| 1120-H | U.S. Income Tax Return for Homeowners Associations | ✔ |
| 1120-W | Estimated Tax for Corporations | ✔ |
| 1120X | Amended US Corporation Income Tax Return | ✔ |
| 1125-A | Cost of Goods Sold | ✔ |
| 1125-E | Compensation of Officers | ✔ |
| 2220 | Underpayment of Estimated Tax by Corporations | ✔ |
| 2848 | Power of Attorney and Declaration of Representative | ✔ |
| 3468 | Investment Credit | ✔ |
| 3800 | General Business Credit | ✔ |
| 4136 | Credit for Federal Tax Paid on Fuels | ✔ |
| 4255 | Recapture of Investment Credit | ✔ |
| 4562 | Depreciation and Amortization (Including Information on Listed Property) | ✔ |
| 4797 | Sale of Business Property | ✔ |
| 5452 | Corporate Report of Nondividend Distributions | ✔ |
| 5472 | Information Return of a 25% Foreign-Owned U.S. Corporation or a Foreign Corporation Engaged in a U.S. Trade or Business | ✔ |
| 5884 | Work Opportunity Credit | ✔ |
| 5884-A | Employee Retention Credit for Employers Affected by Qualified Disasters | ✔ |
| 6252 | Installment Sale Income | ✔ |
| 6478 | Biofuel Producers Credit | ✔ |
| 6765 | Credit for Increasing Research Activities | ✔ |
| 7004 | Application for Automatic Extension of Time to File Certain Business Income Tax Information and Other Returns | ✔ |
| 7205 | Energy Efficient Commercial Buildings Deduction | ✔ |
| 7207 | Advanced Manufacturing Production Credit | ✔ |
| 7210 | Clean Hydrogen Production Credit | ✔ |
| 7211 | Clean Electricity Production Credit | ✔ |
| 7213 | Nuclear Power Production Credits | ✔ |
| 7218 | Clean Fuel Production Credit | ✔ |
| 8050 | Direct Deposit of Corporate Tax Refund | ✔ |
| 8275 | Disclosure Statement | ✔ |
| 8275-R | Regulation Disclosure Statement | ✔ |
| 8283 | Noncash Charitable Contributions | ✔ |
| 851 | Affiliations Schedule | ✔ |
| 8586 | Income Housing Credit | ✔ |
| 8594 | Asset Acquisition Statement Under Section 1060 | ✔ |
| 8609-A | Annual Statement for Low-Income Housing Credit | ✔ |
| 8611 | Recapture of Low-Income Housing Credit | ✔ |
| 8820 | Orphan Drug Credit | ✔ |
| 8824 | Like-Kind Exchanges | ✔ |
| 8826 | Disabled Access Credit | ✔ |
| 8827 | Credit for Prior Year Minimum Tax – Corporations | ✔ |
| 8830 | Enhanced Oil Recovery Credit | ✔ |
| 8833 | Treaty-Based Return Position Disclosure Under Section 6114 or 7701(b) | ✔ |
| 8834 | Qualified Electric Vehicle Credit | ✔ |
| 8835 | Renewable Electricity Refined Coal and Indian Coal Production Credit | ✔ |
| 8844 | Empowerment Zone Employment Credit | ✔ |
| 8845 (←2021) | Indian Employment Credit | ✔ |
| 8846 | Credit for Employer Social Security and Medicare Taxes Paid on Certain Employee Tips | ✔ |
| 8864 | Biodiesel and Renewable Diesel Fuels Credit | ✔ |
| 8874 | New Markets Credit | ✔ |
| 8878-A | IRS e-file Electronic Funds Withdrawal Authorization for Form 7004 | ✔ |
| 8879-CORP | IRS e-file Signature Authorization for Form 1120 | ✔ |
| 8881 | Credit for Small Employer Pension Plan Startup Costs | ✔ |
| 8882 | Credit for Employer-Provided Childcare Facilities and Services | ✔ |
| 8896 | Low Sulfur Diesel Fuel Production Credit | ✔ |
| 8900 | Qualified Railroad Track Maintenance Credit | ✔ |
| 8906 | Distilled Spirits Credit | ✔ |
| 8908 | Energy Efficient Home Credit | ✔ |
| 8910 | Alternative Motor Vehicle Credit | ✔ |
| 8911 | Alternative Fuel Vehicle Refueling Property Credit | ✔ |
| 8912 | Credit to Holders of Tax Credit Bonds | ✔ |
| 8916-A | Supplemental Attachment to Schedule M-3 | ✔ |
| 8923 | Mine Rescue Team Training Credit | ✔ |
| 8932 | Credit for Employer Differential Wage Payments | ✔ |
| 8933 | Carbon Oxide Sequestration Credit | ✔ |
| 8936 | Qualified Plug-in Electric Drive Motor Vehicle Credit | ✔ |
| 8938 | Statement of Specified Foreign Financial Assets | ✔ |
| 8941 | Credit for Small Employer Health Insurance Premiums | ✔ |
| 8949 | Sales and Other Dispositions of Capital Assets | ✔ |
| 8996 | Qualified Opportunity Fund | ✔ |
| 8997 | Initial and Annual Statement of Qualified Opportunity Fund (QOF) Investments | ✔ |
| 965 (2019-2020) | Inclusion of Deferred Foreign Income Upon Transition to Participation Exemption System | ✔ |
| 965-B | Corporate and REIT Report of Net 965 Tax Liability and Electing REIT Report of 965 Amounts | ✔ |
| Schedule B (Form 1120) | Additional Information for Schedule M-3 Filers | ✔ |
| Schedule D (Form 1120) | Capital Gains and Losses | ✔ |
| Schedule G (Form 1120) | Information on Certain Persons Owning the Corporation’s Voting Stock | ✔ |
| Schedule M-3 (Form 1120) | Net Income (loss) Reconciliation for Corporations with Total Assets of $10 Million or More | ✔ |
| Schedule N (Form 1120) | Foreign Operations of U.S. Corporations | ✔ |
| Schedule O (Form 1120) | Consent Plan and Apportionment Schedule for a Controlled Group | ✔ |
| Schedule PH (Form 1120) | U.S. Personal Holding Company (PHC) Tax | ✔ |
| Form# | Form Title | Desktop |
|---|---|---|
| 1120-S | U.S. Income Tax Return for an S Corporation | ✔ |
| 1125-A | Cost of Goods Sold | ✔ |
| 1125-E | Compensation of Officers | ✔ |
| 2220 | Underpayment of Estimated Tax by Corporations | ✔ |
| 2848 | Power of Attorney and Declaration of Representative | ✔ |
| 3468 | Investment Credit | ✔ |
| 3800 | General Business Credit | ✔ |
| 4136 | Credit for Federal Tax Paid on Fuels | ✔ |
| 4562 | Depreciation and Amortization (Including Information on Listed Property) | ✔ |
| 4684 | Casualties and Thefts | ✔ |
| 4797 | Sale of Business Property | ✔ |
| 5452 | Corporate Report of Nondividend Distributions | ✔ |
| 5472 | Information Return of a 25% Foreign-Owned U.S. Corporation or a Foreign Corporation Engaged in a U.S. Trade or Business | ✔ |
| 5884 | Work Opportunity Credit | ✔ |
| 6252 | Installment Sale Income | ✔ |
| 6478 | Biofuel Producer Credit | ✔ |
| 6765 | Credit for Increasing Research Activities | ✔ |
| 7004 | Application for Automatic Extension of Time to File Certain Business Income Tax Information and Other Returns | ✔ |
| 7203 | S Corporation Shareholder Stock and Debt Basis Limitations | ✔ |
| 7205 | Energy Efficient Commercial Buildings Deduction | ✔ |
| 7207 | Advanced Manufacturing Production Credit | ✔ |
| 7210 | Clean Hydrogen Production Credit | ✔ |
| 7211 | Clean Electricity Production Credit | ✔ |
| 7213 | Nuclear Power Production Credits | ✔ |
| 7218 | Clean Fuel Production Credit | ✔ |
| 8050 | Direct Deposit of Corporate Tax Refund | ✔ |
| 8275 | Disclosure Statement | ✔ |
| 8275-R | Regulation Disclosure Statement | ✔ |
| 8283 | Noncash Charitable Contributions | ✔ |
| 851 | Affiliations Schedule | ✔ |
| 8586 | Income Housing Credit | ✔ |
| 8594 | Asset Acquisition Statement Under Section 1060 | ✔ |
| 8609-A | Annual Statement for Low-Income Housing Credit | ✔ |
| 8820 | Orphan Drug Credit | ✔ |
| 8824 | Like-Kind Exchanges | ✔ |
| 8825 | Rental Real Estate Income and Expenses of a Partnership or an S Corporation | ✔ |
| 8826 | Disabled Access Credit | ✔ |
| 8827 | Credit for Prior Year Minimum Tax – Corporations | ✔ |
| 8830 | Enhanced Oil Recovery Credit | ✔ |
| 8833 | Treaty-Based Return Position Disclosure Under Section 6114 or 7701(b) | ✔ |
| 8844 | Empowerment Zone Employment Credit | ✔ |
| 8846 | Credit for Employer Social Security and Medicare Taxes Paid on Certain Employee Tips | ✔ |
| 8864 | Biodiesel and Renewable Diesel Fuels Credit | ✔ |
| 8874 | New Markets Credit | ✔ |
| 8878-A | IRS e-file Electronic Funds Withdrawal Authorization for Form 7004 | ✔ |
| 8879-CORP | IRS e-file Signature Authorization for Form 1120-S | ✔ |
| 8881 | Credit for Small Employer Pension Plan Startup Costs | ✔ |
| 8882 | Credit for Employer-Provided Childcare Facilities and Services | ✔ |
| 8896 | Low Sulfur Diesel Fuel Production Credit | ✔ |
| 8900 | Qualified Railroad Track Maintenance Credit | ✔ |
| 8904 | Marginal Wells Oil and Gas Production Credit | ✔ |
| 8906 | Distilled Spirits Credit | ✔ |
| 8908 | Energy Efficient Home Credit | ✔ |
| 8910 | Alternative Motor Vehicle Credit | ✔ |
| 8911 | Alternative Fuel Vehicle Refueling Property Credit | ✔ |
| 8916-A | Supplemental Attachment to Schedule M3 | ✔ |
| 8923 | Mine Rescue Team Training Credit | ✔ |
| 8932 | Credit for Employer Differential Wage Payments | ✔ |
| 8933 | Carbon Dioxide Sequestration Credit | ✔ |
| 8936 | Qualified Plug-in Electric Drive Motor Vehicle Credit | ✔ |
| 8941 | Credit for Small Employer Health Insurance Premiums | ✔ |
| 8949 | Sales and Other Dispositions of Capital Assets | ✔ |
| 8994 | Employer Credit for Paid Family and Medical Leave | ✔ |
| 8996 | Qualified Opportunity Fund | ✔ |
| 8997 | Initial and Annual Statement of Qualified Opportunity Fund (QOF) Investments | ✔ |
| 965 (2019-2020) | Inclusion of Deferred Foreign Income Upon Transition to Participation Exemption System | ✔ |
| 965-B | Corporate and REIT Report of Net 965 Tax Liability and Electing REIT Report of 965 Amounts | ✔ |
| Schedule B-1 (Form 1120-S) | Information on Certain Shareholders of an S Corporation (attachment only) | ✔ |
| Schedule D (Form 1120-S) | Capital Gains and Losses and Built-in Gains | ✔ |
| Schedule K-1 (Form 1120-S) | Shareholder’s Share of Income, Deductions, Credits, etc. | ✔ |
| Schedule K-2 (Form 1120-S) | Shareholders’ Pro Rata Share Items—International | ✔ |
| Schedule K-3 (Form 1120-S) | Shareholder’s Share of Income, Deductions, Credits, etc.—International | ✔ |
| Schedule M-3 (Form 1120-S) | Net Income (loss) Reconciliation for S Corporations with Total Assets of $10 Million or More | ✔ |
| Schedule N (Form 1120) | Foreign Operations of U.S. Corporations | ✔ |
| Form# | Form Title | Desktop |
|---|---|---|
| 1065 | U.S. Return of Partnership Income | ✔ |
| 1125-A | Cost of Goods Sold | ✔ |
| 2848 | Power of Attorney and Declaration of Representative | ✔ |
| 3468 | Investment Credit | ✔ |
| 3800 | General Business Credit | ✔ |
| 4562 | Depreciation and Amortization (Including Information on Listed Property) | ✔ |
| 4684 | Casualties and Thefts | ✔ |
| 4797 | Sales of Business Property | ✔ |
| 5884 | Work Opportunity Credit | ✔ |
| 6252 | Installment Sale Income | ✔ |
| 6478 | Biofuel Producer Credit | ✔ |
| 6765 | Credit for Increasing Research Activities | ✔ |
| 7004 | Application for Automatic Extension of Time to File Certain Business Income Tax, Information, and Other Returns | ✔ |
| 7205 | Energy Efficient Commercial Buildings Deduction | ✔ |
| 7207 | Advanced Manufacturing Production Credit | ✔ |
| 7210 | Clean Hydrogen Production Credit | ✔ |
| 7211 | Clean Electricity Production Credit | ✔ |
| 7213 | Nuclear Power Production Credits | ✔ |
| 7218 | Clean Fuel Production Credit | ✔ |
| 8275 | Disclosure Statement | ✔ |
| 8275-R | Regulation Disclosure Statement | ✔ |
| 8283 | Noncash Charitable Contributions | ✔ |
| 8308 | Report of a Sale or Exchange of Certain Partnership Interests | ✔ |
| 8586 | Low-Income Housing Credit | ✔ |
| 8594 | Asset Acquisition Statement Under Section 1060 | ✔ |
| 8609-A | Annual Statement for Low-Income Housing Credit | ✔ |
| 8804 | Annual Return for Partnership Withholding Tax (Section 1446) | ✔ |
| 8813 | Partnership Withholding Tax Payment Voucher (Section 1446) | ✔ |
| 8820 | Orphan Drug Credit | ✔ |
| 8824 | Like-Kind Exchanges | ✔ |
| 8825 | Rental Real Estate Income and Expenses of a Partnership or an S Corporation | ✔ |
| 8826 | Disabled Access Credit | ✔ |
| 8830 | Enhanced Oil Recovery Credit | ✔ |
| 8833 | Treaty-Based Return Position Disclosure Under Section 6114 or 7701(b) | ✔ |
| 8835 | Renewable Electricity, Refined Coal, and Indian Coal Production Credit | ✔ |
| 8844 | Empowerment Zone Employment Credit | ✔ |
| 8846 | Credit for Employer Social Security and Medicare Taxes Paid on Certain Employee Tips | ✔ |
| 8864 | Biodiesel and Renewable Diesel Fuels Credit | ✔ |
| 8874 | New Markets Credit | ✔ |
| 8879-PE | IRS e-file Signature Authorization for Form 1065 | ✔ |
| 8881 | Credit for Small Employer Pension Plan Startup Costs | ✔ |
| 8882 | Credit for Employer-Provided Childcare Facilities and Services | ✔ |
| 8896 | Low Sulfur Diesel Fuel Production Credit | ✔ |
| 8900 | Qualified Railroad Track Maintenance Credit | ✔ |
| 8906 | Distilled Spirits Credit | ✔ |
| 8908 | Energy Efficient Home Credit | ✔ |
| 8910 | Alternative Motor Vehicle Credit | ✔ |
| 8911 | Alternative Fuel Vehicle Refueling Property Credit | ✔ |
| 8916-A | Supplemental Attachment to Schedule M-3 | ✔ |
| 8923 | Mine Rescue Team Training Credit | ✔ |
| 8925 | Report of Employer-Owned Life Insurance Contracts | ✔ |
| 8932 | Credit for Employer Differential Wage Payments | ✔ |
| 8933 | Carbon Dioxide Sequestration Credit | ✔ |
| 8936 | Qualified Plug-in Electric Drive Motor Vehicle Credit | ✔ |
| 8938 | Statement of Specified Foreign Financial Assets | ✔ |
| 8941 | Credit for Small Employer Health Insurance Premiums | ✔ |
| 8949 | Sales and Other Dispositions of Capital Assets | ✔ |
| 8994 | Employer Credit for Paid Family and Medical Leave | ✔ |
| 8996 | Qualified Opportunity Fund | ✔ |
| 8997 | Initial and Annual Statement of Qualified Opportunity Fund (QOF) Investments | ✔ |
| 965 (2019-2020) | Inclusion of Deferred Foreign Income Upon Transition to Participation Exemption System | ✔ |
| 965-B | Corporate and REIT Report of Net 965 Tax Liability and Electing REIT Report of 965 Amounts | ✔ |
| Schedule B-1 (Form 1065) | Information on Partners Owning 50% or More of the Partnership | ✔ |
| Schedule B-2 (Form 1065) | Election Out of the Centralized Partnership Audit Regime | ✔ |
| Schedule C (Form 1065) | Additional Information for Schedule M-3 Filers | ✔ |
| Schedule D (Form 1065) | Capital Gains and Losses | ✔ |
| Schedule F (Form 1040) | Profit or Loss from Farming | ✔ |
| Schedule K-1 (Form 1065) | Partner’s Share of Income, Deductions, Credits, etc. | ✔ |
| Schedule K-2 (Form 1065) | Partners’ Distributive Share Items—International | ✔ |
| Schedule K-3 (Form 1065) | Partner’s Share of Income, Deductions, Credits, etc. – International | ✔ |
| Schedule M-3 (Form 1065) | Net Income (Loss) Reconciliation for Certain Partnerships | ✔ |
| Form# | Form Title | Desktop |
|---|---|---|
| 1041 | U.S. Income Tax Return for Estates and Trusts | ✔ |
| 1041-ES | Estimated Payment Voucher | ✔ |
| 1041-T | Allocation of Estimated Tax Payments to Beneficiaries | ✔ |
| 1041-V | Payment Voucher | ✔ |
| 1116 | Foreign Tax Credit | ✔ |
| 2210 | Underpayment Of Estimated Tax By Individuals, Estates, and Trusts | ✔ |
| 2848 | Power of Attorney and Declaration of Representative | ✔ |
| 3468 | Investment Credit | ✔ |
| 3800 | General Business Credit | ✔ |
| 4136 | Credit for Tax Paid on Fuels | ✔ |
| 4255 | Recapture of Investment Credit | ✔ |
| 4562 | Depreciation and Amortization | ✔ |
| 4684 | Casualties and Thefts | ✔ |
| 4797 | Sale of Business Property | ✔ |
| 4952 | Investment Interest Expense | ✔ |
| 4972 | Tax on Lump-Sum Distributions | ✔ |
| 5884 | Work Opportunity Credit | ✔ |
| 5884-A | Employee Retention Credit for Employers Affected by Qualified Disasters | ✔ |
| 6198 | At-Risk Limitations | ✔ |
| 6252 | Installment Sale Income | ✔ |
| 6478 | Biofuel Producers Credit | ✔ |
| 6765 | Credit for Increasing Research Activities | ✔ |
| 6781 | Gains and Losses from Section 1256 Contracts and Straddles | ✔ |
| 7004 | Application for Automatic Extension of Time to File | ✔ |
| 7205 | Energy Efficient Commercial Buildings Deduction | ✔ |
| 7207 | Advanced Manufacturing Production Credit | ✔ |
| 7210 | Clean Hydrogen Production Credit | ✔ |
| 7211 | Clean Electricity Production Credit | ✔ |
| 7213 | Nuclear Power Production Credits | ✔ |
| 7218 | Clean Fuel Production Credit | ✔ |
| 8275 | Disclosure Statement | ✔ |
| 8275-R | Regulation Disclosure Statement | ✔ |
| 8582 | Passive Activity Loss Limitations | ✔ |
| 8582-CR | Passive Activity Credit Limitations | ✔ |
| 8586 | Low-Income Housing Credit | ✔ |
| 8594 | Asset Acquisition Statement Under Section 1060 | ✔ |
| 8609-A | Annual Statement for Low-Income Housing Credit | ✔ |
| 8611 | Recapture of Low-Income Housing Credit | ✔ |
| 8801 | Credit for Prior Year Minimum Tax | ✔ |
| 8820 | Orphan Drug Credit | ✔ |
| 8824 | Like-Kind Exchanges | ✔ |
| 8826 | Disabled Access Credit | ✔ |
| 8829 | Expenses for Business Use of Your Home | ✔ |
| 8830 | Enhanced Oil Recovery Credit | ✔ |
| 8833 | Treaty-Based Return Position Disclosure Under Section 6114 or 7701(b) | ✔ |
| 8834 | Qualified Electric Vehicle Credit | ✔ |
| 8835 | Renewable Electricity, Refined Coal, and Indian Coal Production Credit | ✔ |
| 8844 | Empowerment Zone Employment Credit | ✔ |
| 8845 (←2021) | Indian Employment Credit | ✔ |
| 8846 | Credit for Employer Social Security and Medicare Taxes Paid on Certain Employee Tips | ✔ |
| 8864 | Biodiesel and Renewable Diesel Fuels Credit | ✔ |
| 8874 | New Markets Credit | ✔ |
| 8878-A | IRS e-file Electronic Funds Withdrawal Authorization for Form 7004 | ✔ |
| 8879-F | IRS e-file Signature Authorization for Form 1041 | ✔ |
| 8881 | Credit for Small Employer Pension Plan Startup Costs | ✔ |
| 8882 | Credit for Employer-Provided Childcare Facilities and Services | ✔ |
| 8896 | Low Sulfur Diesel Fuel Production Credit | ✔ |
| 8900 | Qualified Railroad Track Maintenance Credit | ✔ |
| 8904 | Marginal Wells Oil and Gas Production Credit | ✔ |
| 8906 | Distilled Spirits Credit | ✔ |
| 8908 | Energy Efficient Home Credit | ✔ |
| 8910 | Alternative Motor Vehicle Credit | ✔ |
| 8911 | Alternative Fuel Vehicle Refueling Property Credit | ✔ |
| 8912 | Credit to Holders of Tax Credit Bonds | ✔ |
| 8923 | Mine Rescue Team Training Credit | ✔ |
| 8932 | Credit for Employer Differential Wage Payments | ✔ |
| 8933 | Carbon Dioxide Sequestration Credit | ✔ |
| 8936 | Qualified Plug-in Electric Drive Motor Vehicle Credit | ✔ |
| 8938 | Statement of Specified Foreign Financial Assets | ✔ |
| 8941 | Credit for Small Employer Health Insurance Premiums | ✔ |
| 8948 | Preparer Election for Not Filing Electronically | ✔ |
| 8949 | Sales and other Dispositions of Capital Assets | ✔ |
| 8960 | Net Investment Income Tax | ✔ |
| 8994 | Employer Credit for Paid Family and Medical Leave | ✔ |
| 8995 | Qualified Business Income Deduction Simplified Computation | ✔ |
| 8995-A | Qualified Business Income Deduction | ✔ |
| 8997 | Initial and Annual Statement of Qualified Opportunity Fund (QOF) Investments | ✔ |
| 965 (2019-2020) | Inclusion of Deferred Foreign Income Upon Transition to Participation Exemption System | ✔ |
| 965-B | Corporate and REIT Report of Net 965 Tax Liability and Electing REIT Report of 965 Amounts | ✔ |
| Schedule D (Form 1041) | Capital Gains and Losses | ✔ |
| Schedule F (Form 1040) | Farm Income/Loss | ✔ |
| Schedule H (Form 1040) | Household Employment Taxes | ✔ |
| Schedule I (Form 1041) | Alternative Minimum Tax – Estate and Trusts | ✔ |
| Schedule K-1 (Form 1041) | Beneficiary’s Share of Income, Deductions, Credits, etc. | ✔ |
| Form# | Form Title | Desktop |
|---|---|---|
| 990 | Return of Organization Exempt From Income Tax | ✔ |
| 990-EZ | Short Form Return of Organization Exempt From Income Tax | ✔ |
| 990-N | Electronic Notice ePostcard for Tax Exempt Organizations Not Required To File Form 990 or 990EZ | ✔ |
| Schedule A (Form 990) | Public Charity Status and Public Support | ✔ |
| Schedule B (Form 990) | Schedule of Contributors | ✔ |
| Schedule C (Form 990) | Political Campaign and Lobbying Activities | ✔ |
| Schedule D (Form 990) | Supplemental Financial Statements | ✔ |
| Schedule E (Form 990) | Schools | ✔ |
| Schedule F (Form 990) | Statement of Activities Outside the United States | ✔ |
| Schedule G (Form 990) | Supplemental Information Regarding Fundraising or Gaming Activities | ✔ |
| Schedule H (Form 990) | Hospitals | ✔ |
| Schedule I (Form 990) | Grants and Other Assistance to Organizations, Governments, and Individuals in the United States | ✔ |
| Schedule J (Form 990) | Compensation Information | ✔ |
| Schedule K (Form 990) | Supplemental Information on Tax-Exempt Bonds | ✔ |
| Schedule L (Form 990) | Transactions With Interested Persons | ✔ |
| Schedule M (Form 990) | Noncash Contributions | ✔ |
| Schedule N (Form 990) | Liquidation, Termination, Dissolution, or Significant Disposition of Assets | ✔ |
| Schedule O (Form 990) | Supplemental Information to Form 990 or 990EZ | ✔ |
| Schedule R (Form 990) | Related Organizations and Unrelated Partnerships | ✔ |
| 2848 | Power of Attorney and Declaration of Representative | ✔ |
| 8275 | Disclosure Statement | ✔ |
| 8275-R | Regulation Disclosure Statement | ✔ |
| 8833 | Treaty-Based Return Position Disclosure Under Section 6114 or 7701(b) | ✔ |
| 8868 | Application for Automatic Extension of Time to File an Exempt Organization Return | ✔ |
| 8879-TE | IRS e-file Signature Authorization for an Exempt Organization | ✔ |
| 965 (2019-2020) | Inclusion of Deferred Foreign Income | ✔ |
| Form# | Form Title | Desktop |
|---|---|---|
| 990-PF | Return of Private Foundation | ✔ |
| 990-W | Estimated Tax on Unrelated Business Taxable Income for Tax-Exempt Organizations | ✔ |
| 2848 | Power of Attorney and Declaration of Representative | ✔ |
| 8275 | Disclosure Statement | ✔ |
| 8275-R | Regulation Disclosure Statement | ✔ |
| 8833 | Treaty-Based Return Position Disclosure Under Section 6114 or 7701(b) | ✔ |
| 8868 | Application for Automatic Extension of Time to File an Exempt Organization Return | ✔ |
| 8879-TE | IRS e-file Signature Authorization for a Tax Exempt Entity | ✔ |
| Schedule B (Form 990) | Schedule of Contributors | ✔ |
| Form# | Form Title | Desktop |
|---|---|---|
| 990-T | Exempt Organization Business Income Tax Return | ✔ |
| 990-W | Estimated Tax on Unrelated Business Taxable Income for Tax-Exempt Organizations | ✔ |
| 2220 | Underpayment of Estimated Tax by Corporations | ✔ |
| 2848 | Power of Attorney and Declaration of Representative | ✔ |
| 4562 | Depreciation and Amortization | ✔ |
| 4797 | Sales of Business Property | ✔ |
| 8275 | Disclosure Statement | ✔ |
| 8275-R | Regulation Disclosure Statement | ✔ |
| 8833 | Treaty-Based Return Position Disclosure Under Section 6114 or 7701(b) | ✔ |
| 8868 | Application for Automatic Extension of Time to File an Exempt Organization Return | ✔ |
| 8879-TE | IRS e-file Signature Authorization for a Tax Exempt Entity | ✔ |
| 8941 | Credit for Small Employer Health Insurance Premiums | ✔ |
| 8949 | Sales and other Dispositions of Capital Assets | ✔ |
| 8995 | Qualified Business Income Deduction Simplified Computation | ✔ |
| 8995-A | Qualified Business Income Deduction | ✔ |
| 8997 | Initial and Annual Statement of Qualified Opportunity Fund (QOF) Investments | ✔ |
| Schedule A (Form 990-T) | Unrelated Business Taxable Income From an Unrelated Trade or Business | ✔ |
| Schedule D (Form 1120) | Capital Gains and Losses | ✔ |
| Form# | Form Title | Desktop |
|---|---|---|
| 706 | United States Estate (and Generation-Skipping Transfer) Tax Return | ✔ |
| 709 | United States Gift (and Generation-Skipping Transfer) Tax Return | ✔ |
| 4768 | Application for Extension of Time To File a Return and/or Pay U.S. Estate (and Generation-Skipping Transfer) Taxes | ✔ |
| 8892 | Application for Automatic Extension of Time To File Form 709 and/or Payment of Gift/Generation-Skipping Transfer Tax | ✔ |
