Year-End Tools in TaxAct Preparers Editions Boost Your Productivity & Profitability

Year-End Tools in TaxAct Preparers Editions Boost Your Productivity & Profitability  TaxAct Blog

Although there are just a few months left in the calendar year, TaxAct 2015 Preparers Preview Editions have several tools to help you provide year-end tax planning for your clients and get a head start on the upcoming tax season.

Import last years returns If you used TaxAct Preparers Editions last year, your returns will be automatically imported when you install your 2015 software. If youre new to TaxAct Preparers Editions, you can import key data from PDFs of 1040 returns prepared by other software. See this FAQ for step-by-step instructions.

Calculate 2015 Federal and State taxes TaxAct 2015 Preview Editions have been updated with all tax law changes to-date so you can provide refund and liability estimates to your clients.

Client organizers Help your clients provide their information to you sooner rather than later. Create customized tax organizers for each client that list their 2014 information (if available) alongside blank spaces for 2015 information. Organizers cover the entire range of information you need, from wages and health insurance to business income and expenses and capital gains and losses.

Tax Calculator Change earnings and expenses to estimate your clients 2015, 2016 and 2017 individual taxes without changing any data in their returns. For example, see how penalty, liability and refund amounts are impacted by changes to filing status or an additional deduction. Click on Tools in the navigation bar to access Tax Calculator.

Year-End Tools in TaxAct Preparers Editions Boost Your Productivity & Profitability

Stock Assistant Enter your clients stock transactions in this easy spreadsheet-like form to help estimate their 2015 taxes. Click on Tools to access.

Bookmarks In the interview Q&A, flag specific questions so you can navigate back to those areas of your client returns later by simply clicking on Bookmarks in the navigation menu.

Year-End Tools in TaxAct Preparers Editions Boost Your Productivity & Profitability


Year-End Tools in TaxAct Preparers Editions Boost Your Productivity & Profitability

Enterprise-only: Document Manager Easily save and organize electronic copies of client documents, including tax forms, financial documents, receipts and spreadsheets with your client returns. From Client Manager, click on the Document Manager tab.

Year-End Tools in TaxAct Preparers Editions Boost Your Productivity & Profitability

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