Professional Preparer's 2011 Product Catalog
Dear Tax Professional,
Your time and money are valuable commodities. With TaxACT, you get more of both! Our reliable, easy-to-use solutions help prepare more returns in less time and allow you to offer expanded services.
TaxACT 2011 Preparer's Editions are ready to help you maximize your productivity and bottom line. If you purchase multiple products and services, check out our Bundles on the last two pages of this catalog and on our web site at prep.taxact.com.
Don't forget the 2011 tax season marks year two of the new IRS requirements for paid tax return preparers. Are you prepared to comply? Use the checklist below and visit prep.taxact.com for more information.
You can also visit prep.taxact.com for product information, release dates, updates on the IRS preparer requirements, bank partners and more.
Thank you for choosing TaxACT, and I wish you a successful 2011 tax season!
Sincerely,
Lance Dunn
President, 2nd Story Software
IRS requirements for tax year 2011
- Renew or obtain your Preparer Tax Identification Number (PTIN) by 12/31/11. The fastest way to apply and pay the $64.25 annual user fee is online at www.irs.gov/ptin.
- Verify whether you need to pass the new competency exam. CPAs, attorneys, enrolled agents, some supervised preparers and those who do not prepare Form 1040 series returns are exempt. Your deadline for passing the exam is determined by the date you obtained your PTIN.
- You must e-file if you file more than 10 individual or trust returns. If you don’t yet have one, apply for an Electronic Filing Identification Number (EFIN), required for e-filing, at www.irs.gov.
