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Preparer's Enterprise Edition - CPA & Tax Accountant Tax Software

TaxACT Preparer's 1040 Enterprise

Essential tax software for the growing tax practice.  For tax-year 2008

Money Back Guarnatee
  • Download - $159
  • CD-ROM - $159*

Limited Time Pricing!

Note: You'll be notified when Preparer's 1040 Enterprise Preview is released in October 2008. Your credit card won't be billed until that time.

*  CD-ROM Orders: Add $19 for shipping

Essential features for your growing tax practice:

  • Multi-User Networking - Makes running your multi-preparer tax practice a breeze! Simply set up a shared network drive to centrally store and share client lists & returns, master letters and statuses, and preparer data.
  • Master Templates - Generate professional invoices, letters, & more for your entire practice.
  • Enhanced Security - Administrator-level account allows you to control preparer information and master templates, install program updates, & more.
  • Stay Organized - Eliminate the paper mess around your office! Attach scanned documents directly to client returns for future reference and comparison.

Quick & easy set-up gets you going fast:

  • Available for immediate download - Why wait when you can get started on your clients' returns today? Place your credit card order and download the software immediately. (Or order it on CD--you can download the software for immediate use while your CD is being shipped)
  • Enter your preparer information only once - Your firm's data flows seamlessly into all your clients' returns, or into only those you specify. No retyping!
  • Time-saving Batch Import - Why re-key the same data every year? With TaxACT, you can import all your previous year's client returns in one simple step.

The tax forms you need - right at your fingertips:

  • New!  Avoid Penalties - New penalties are being imposed by the IRS, avoid them with forms 8082, 8275, and 8275-R.
  • No hassle of trying to get copies of the right paper forms - With TaxACT, it's all right there on your computer! Easily print IRS-approved forms onto plain paper.
  • All the forms, schedules, and worksheets you need - Including 1040, 1040A, Schedule C and many more. And, you can be sure your forms and schedules are up-to-date, reflecting all the latest tax law changes. (For a complete listing, see the Forms, Schedules, and Worksheets Charts.)
  • Enter tax data fast and efficiently - Save time by skipping the Interview questions and entering your clients' information directly onto the tax forms! For those who seek more guidance, the Q&A Interview method can guide you through the process--simply answer some questions and the software automatically inserts the data onto the appropriate form, schedule, or worksheet!
  • Multiple occurrences of supporting forms - Piece of cake! TaxACT Preparer's Edition allows you to enter as many copies of a supporting form as necessary. If your client changed jobs in the middle of the year and has two W-2 forms, TaxACT can handle it!
  • Self-Employed Adjustments for Clergy - TaxACT includes interview questions specifically designed to help clergy prepare their taxes. Simply answer a few questions in the interview, and all of your numbers will automatically flow to the appropriate tax form. What could be easier?
  • In addition to Form 8888, Direct Deposit Split-Refunds, other Forms include: Credit for Telephone Excise Tax Paid (Form 8913), Residential Energy Credits (Form 5695), and the Alternative Motor Vehicle Credit (8910).
  • Blank Form Option - You have the ability to print a completely blank copy of any form available in TaxACT.

Essential tools for the business-minded professional:

  • Client Manager - Keep your client list organized! View names, SSNs, phone numbers, return status and more, all in one convenient location. Rearrange and sort your list any way you like.
  • All-State Tax Planning Tool - TaxACT is your complete planning resource!  Now included are State tax planning worksheets – each customized specifically for its corresponding income-taxing state by pre-populating the federal data entered and estimating state income tax due/refund. Prepare your clients' year-end tax planning for federal and state taxes in one seamless step.
  • Helpful Data Organizers for your clients - Prepare personalized Data Organizers that clients can use to aid them in gathering the necessary tax information and documents. An efficient worksheet lists last year's numbers next to each space where the new data should be entered.
  • Summary Letters - Done and ready to file? Print handy Summary Letters for your clients, complete with all the instructions they'll need!
  • Mailing Labels - Hassle-free label printing makes it a snap to send Data Organizers and other mail to your clients!
  • Professional Invoices - Versatile printable invoices give you the choice to charge your clients by form, or per-return.
  • Customize the three Master Templates:
    • Charge by Form Master Template - If you're charging on a "per form" basis, fill in the amounts you will be charging for each form, and the information will transfer to the invoices of all new and imported returns.
    • Billing Invoice Master Template - Use this template to customize your invoice. Your standard fees and other information can be entered so that it will automatically transfer to all new and imported returns.
    • Instruction Letter Master Template - Customize the Instruction Letters you will send to your clients with their invoices. This letter gives your clients instructions about where and by when to send their return and other information they will need.
  • Export Feature - Customize export queries of your client list to comma-separated values (CSV) or tab-delimited (.txt) formatted files. Integrate your TaxACT client contact data into other software reporting tools you use.

Time is money. That's why convenience is built right into the software:

  • Complete and print as many returns as you wish - FREE! Unlike other tax software, TaxACT won't sock you with additional fees each time you print a return or file through the mail!
  • Split Your Clients' Tax Refund - Split your clients' federal tax refund and deposit the designated amounts into multiple accounts (up to 3), such as checking, savings, retirement, college education, etc. Just use TaxACT's newly added Form 8888.
  • Custom Client Reporting - Now you can choose the order and the specific fields you want to appear in the Client Reports you produce with TaxACT. Plus, you can apply custom reporting to one, all, or any number of clients in between.
  • Versatile printing options - Print multiple copies of tax returns, or print just individual forms. The choice is yours, all at no extra charge!
  • Handy "Tax Refund" or "Amount Owed" display - The refund or amount owed is constantly visible on-screen, updating automatically so you know your client's moment-to-moment tax situation.
  • Alerts help you steer clear of problems - TaxACT meticulously inspects your client's return and alerts you to errors, omissions, and valuable tax saving opportunities you may have missed. If there's an issue, it takes you directly to the problem so you can fix it.
  • Password Protection - Keep your data safe from others who may have access to your computer.
  • RALs, ERCs, and ERDs - TaxACT has teamed up with Republic Bank Tax Refund Solutions to offer the most competitively priced RALs (Refund Anticipation Loans), ERCs (Electronic Refund Checks), and ERDs (Electronic Refund Deposits).

Helpful Analysis Reports and Calculators:

  • Joint vs. Separate Comparison - Quickly determine the difference in your clients' tax obligations if they were to file as "married filing jointly" or as "married filing separately".
  • College Student Financial Aid Report - Help your clients to maximize their eligibility for college financial aid by using TaxACT's FAFSA (Free Application for Federal Student Aid) worksheet. Whether you're preparing a return for a student or the parent of a student, you can now prepare and print this handy worksheet with the tax information they will need to apply for the college financial aid they seek.
  • Detailed Depreciation Reports - View a complete list of your client's depreciable assets, quoting depreciation for the current year as well as accumulated depreciation. Or, get a report detailing next year's depreciation! Conveniently sort either report by asset name or date acquired.
  • What-If Scenario Tax Calculators - Expand your services by giving your clients an idea of what their tax situation would be if they chose to invest in an IRA. Or, offer on-the-spot estimates of what next year's tax obligation will be!
  • Loan and Savings Calculators - Broaden your financial planning services. Effortlessly compute loan payments or the future value of savings deposits for your clients, then print their amortization and accumulation schedules!
  • National Averages Comparison - TaxACT identifies potential "hotspots" that may catch the IRS's eye, and enables you to show your clients exactly where they stand compared to the rest of the taxpaying public.

Increase your revenue by offering IRS E-file to your clients:

  • Increase your revenue with E-filing - When you e-file your clients' returns, they get their refunds faster--in as little as 10 days. Our low-cost e-filing options mean you keep more of the profit from your e-filing service! With our Batch E-filing capabilities, you can even e-file more than one return at a time!
  • An e-file package to fit any size practice - Smaller practices simply pay per-return with automatic volume discounts. For larger practices, we offer an unlimited e-file package for both federal and state editions. 

Start Today! Add Preparer's 1040 Enterprise to cart:  Add to Cart

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  • Complete unlimited client state returns
  • Finish in minutes!
  • Only $19.95 per state edition
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Offer IRS efile to your clients! Our low-cost e-filing options mean you keep more of the profit from your e-filing service.

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