Powerful tax planning, retirement, and financial utilities, plus tax forms and flowcharts
Worksheets print with the client’s name and your firm name in a professional quality format. Include them as attachments to the tax return or present to the client with an invoice, which can also be generated by TaxTools.
Hundreds of Tax Forms
Get access to forms like SS-4, Power of Attorney and Offer in Compromise.
Client Information Mapping
Client information is mapped directly onto the form. Multiple versions of a form may be saved for a client. Forms print exactly as they appear on screen. Most forms can be e-mailed as a PDF.
Get handy financial calculators, including Mutual Fund Average Cost Basis and several Loan and Investment modules.
Flowcharts for Filing Status
Flowcharts allow you to answer a series of questions to determine filing status.