Professional Preparer s 2009

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1 Professional Preparer s 2009 Product Catalog Where value meets robust tax preparation software 2009 Preparer s 1040 Bundle...$559 Includes all of the following a value of over $695: Preparer s 1040 Edition Preparer s 1040 All-States Edition Unlimited federal e-filing Unlimited state e-filing

TaxACT 2009 Preparer s Catalog message from 2nd Story Software Dear Tax Professional, As part of 2nd Story Software s commitment to quality yet affordable tax software, we use customer feedback to

We ve added many exciting features to make our software more robust, including: The new Appointment Manager in all Enterprise Editions allows you to track client meetings, client birthdays and

1065 and 1120S State Editions are now available for NC and VA. 1120 State Editions are now available for GA, IL, MN, NC and VA.

We hope you ll take advantage of all the new features and let us know what you think by emailing us at PrepComments@TaxACT.com. Thank you for choosing TaxACT!

2 TaxACT 2009 Preparer s Catalog message from 2nd Story Software Dear Tax Professional, As part of 2nd Story Software s commitment to quality yet affordable tax software, we use customer feedback to make our products even better. This year is no exception. We ve added many exciting features to make our software more robust, including: The new Appointment Manager in all Enterprise Editions allows you to track client meetings, client birthdays and important dates. The Prior Year Comparison Report has been added to the federal Business editions, making it easier and faster to identify differences between last year and this year and 1120S State Editions are now available for NC and VA State Editions are now available for GA, IL, MN, NC and VA. Federal Edition customers now have the option to purchase TaxPayer Support as a stand-alone product for $19.95 (included in Enterprise Editions). We hope you ll take advantage of all the new features and let us know what you think by ing us at PrepComments@TaxACT.com. Thank you for choosing TaxACT! Sincerely, Lance Dunn President, 2nd Story Software, Inc. P.S. Share your address with us to receive special offers, product news and tax news. Log in to your account at and click on update your preferences. 2nd Story Software, Inc th Street NE, Suite 300 Cedar Rapids, IA Web: Sales: Fax: (319) Support: (319) Table of Contents Product Table & e-filing Info Editions Editions S Editions Editions Money-saving Bundles Tax Season TaxACT Timeline Oct TaxACT 2009 Preparer s Preview versions released Jan TaxACT 2009 Preparer s Final versions released Jan Orders for TaxACT 2010 Preparer s products accepted TaxACT Money-Back Guarantee If you re not completely satisfied with your TaxACT 2009 Preparer s software, simply return it within 30 days of receipt for a full refund (excluding shipping and handling costs). Please mail your software to us in its original packaging, along with your packing slip for accurate refund processing and your reason for return. TaxACT System Requirements Operating System: Windows 2000, XP, Vista Processor: Pentium (or equivalent) RAM: Refer to your operating system requirements Hard Drive Space: 60 MB Internet Access: Required for e-filing & online features Monitor: 800x600 or larger (16-bit color minimum) Mouse: Required Printer: Highly recommended Web Browser: Microsoft Internet Explorer 6.0 or greater Order online: Order by phone: Mention code # when ordering. 2

to prepare & print unlimited federal returns State Edition Available States Price $119 per license $199 per license Preparer s 1040 State All income taxing states $19.95 per state $79.

3 TaxACT 2009 Electroncic Filing & Support Options TaxACT Preparer s Editions at a Glance Federal Edition Ideal For... Price Preparer s Edition (1040, 1065, 1120S, 1120) Preparer s Enterprise Edition (1040, 1065, 1120S, 1120) Preparing & printing unlimited federal returns Collaborating within an existing network to prepare & print unlimited federal returns State Edition Available States Price $119 per license $199 per license Preparer s 1040 State All income taxing states $19.95 per state $79.95 for All-States Preparer s 1065 State Preparer s 1120S State Preparer s 1120 State AZ, CA, FL, GA, IA, IL, IN, MN, MO, NC (new), NY, PA, SC, WI & VA (new) AZ, CA, FL, GA, IA, IL, IN, MN, MO, NC (new), NY, PA, SC, WI & VA (new) CA, FL, GA (new), IL (new), MN (new), NC (new), NY, PA, SC, VA (new) & WI $19.95 per state $79.95 for All-States $19.95 per state $79.95 for All-States $19.95 per state $79.95 for All-States NEW in Federal Enterprise Editions! Appointment Manager Use this convenient calendar to track important dates, client meetings, client birthdays and key deadlines. View and print your agenda for the day, week or month. Benefits of e-filing: Save time with batch e-filing TaxACT TaxPayer Support...$19.95 per tax year Do you have tax questions? We have the answers. Get unlimited phone and support from our tax specialists for the 2009 tax season (through October 15, 2010). Low-cost Electronic Filing E-filing with TaxACT is available for all federal returns, income-taxing states that support e-filing and select 1065, 1120S & 1120 states*. For a list of e-filing states, visit Clients receive their refunds in as few as 8 days with direct deposit Get confirmation from the IRS that your clients returns have been received E-file now & schedule an electronic payment any time before April 15 No. Of Returns Federal State 1-25 $7.95 per return $3.95 per return $5.95 per return $2.95 per return $3.95 per return $1.95 per return 101+ Free Free Unlimited** $350 $150 * An Electronic Filing Identification Number (EFIN) is required to e-file with TaxACT products. Apply for an EFIN using IRS Form 8633 available at ** Unlimited filing pricing beings AFTER the entire fee has been paid. No refunds will be given for any returns filed BEFORE purchasing unlimited filing. 3 Order online: Order by phone: Mention code # when ordering. 4

4 TaxACT 2009 Preparer s 1040 Editions Preparer s 1040 Edition... $119 For professionals who need robust tools to prepare and print an unlimited number of federal 1040 returns, as well as time-saving, organization and accuracy tools. Prepare & print an unlimited number of 1040 federal returns Up-to-date forms, schedules & worksheets, including Forms 1040, 1040A & 2848 and Schedule C Data import import key data from TaxACT 2008 returns in one step Client Manager keep client information organized & up-to-date Prior Year Comparison Report provides an at-a-glance view of a return, making it easier to identify differences between last year and this year Data transfer have your firm s data flow into client returns Security logging track & review client return access & changes Summary letters & customized invoices TaxACT Alerts identifies possible errors, omissions & tax saving opportunities you may have missed Mailing label tool quickly create address labels for yourself & clients Competitively priced RALs, ERCs & ERDs Powerful reports & calculators: Separate vs. joint comparisons National average comparisons Depreciation reports What if estimates for various tax scenarios Loan & savings calculators Preparer s 1040 Enterprise Edition... $199 Enjoy all 1040 Edition features and additional tools, including online data backup, TaxPayer Support, Appointment Manager and advanced security options for collaboration within your existing network. All features in the 1040 Edition, plus: Online data backup back up client returns to our secure servers & don t worry about hard drive failure again! Unlimited phone & TaxPayer Support NEW! Appointment Manager use this calendar to track client meetings and birthdays ReturnSafe prevent others from changing returns you have open Document Manager attach scanned documents to client returns Collaborate within your existing network centrally store & share client returns & data Master templates create client invoices, letters & more Preparer s 1040 State...$19.95 per state Easily and quickly transfer client information from federal forms you ve prepared in TaxACT 1040 Edition to state forms. Answer a few questions, run the TaxACT Alerts and finish a state return in minutes. Supports all 44 states that assess income taxes All part-year resident & non-resident forms Preparer s 1040 All-States... $79.95 (includes all 44 income taxing states) The money-saving solution for professionals who need multiple state editions. Worksheets to help clients gather their tax information & documents State tax estimation planning tool Custom reports 5 Order online: Order by phone: Mention code # when ordering. 6

5 TaxACT 2009 Preparer s 1065 Editions Preparer s 1065 Edition... $119 For professionals who want to prepare and print an unlimited number of Partnership returns, and desire time-saving, organization and accuracy tools. Prepare & print an unlimited number of 1065 federal returns Partnership forms & schedules, including Forms 1065, 2848, 4562, 4684 (new), 4797, 6252, 7004, 8824 (new), 8825 & 8910 and Schedules A, B, D, F, K. K-1, L, M-1, M-2 & M-3 Allocate & update Schedule K-1s automatically even as business income changes Client Manager keep client information organized & up-to-date NEW! Prior Year Comparison Report provides an at-a-glance view of a return, making it easier to identify differences between last year and this year Data import import key data from 2008 TaxACT returns in one step Data transfer have your firm s data flow into client returns Security logging track & review client return access & changes Summary letters & customized invoices TaxACT Alerts identifies possible errors, omissions & tax saving opportunities you may have missed Mailing label tool quickly create address labels for yourself & clients Powerful reports & calculators: Depreciation reports Loan & savings calculators Custom reports Preparer s 1065 Enterprise Edition... $199 Enjoy all 1065 Edition features and additional tools, including online data backup, TaxPayer Support, Appointment Manager and advanced security options for collaboration within your existing network. All features in the 1065 Edition, plus: Online data backup back up client returns to our secure servers & don t worry about hard drive failure again! Unlimited phone & TaxPayer Support NEW! Appointment Manager use this calendar to track client meetings and birthdays ReturnSafe prevent others from changing returns you have open Document Manager attach scanned documents to client returns Collaborate within your existing network centrally store & share client returns & data Master templates create client invoices, letters & more Preparer s 1065 State...$19.95 per state Easily and quickly transfer client information from federal forms you ve prepared in TaxACT 1065 Edition to state forms. Answer a few questions, run the TaxACT Alerts and finish a state return in minutes. Available for AZ, CA, FL, GA, IA, IL, IN, MN, MO, NC (new), NY, PA, SC, VA (new) & WI 1065 State e-filing available for NY & WI (see page 4 for details) Preparer s 1065 All-States... $79.95 (includes all 15 states listed above) The money-saving solution for professionals who need multiple state editions. 7 Order online: Order by phone: Mention code # when ordering. 8

6 TaxACT 2009 Preparer s 1120S Editions Preparer s 1120S Edition... $119 For professionals who want to prepare and print an unlimited number of S-Corporation returns, and desire time-saving, organization and accuracy tools. Prepare & print an unlimited number of 1120S federal returns Forms & schedules, including Forms 1120S, 1120W, 2553, 2848, 4562, 4684 (new), 4797, 6252, 7004, 8824 (new), 8825, 8910 and Schedules A, B, D, K, K-1, L, M-1, M-2 & M-3 Allocate & update Schedule K-1s automatically even as business income changes Client Manager keep client information organized & up-to-date NEW! Prior Year Comparison Report provides an at-a-glance view of a return, making it easier to identify differences between last year and this year Data import import key data from 2008 TaxACT returns in one step Data transfer have your firm s data flow into client returns Security logging track & review client return access and changes Summary letters & customized invoices TaxACT Alerts identifies possible errors, omissions & tax saving opportunities you may have missed Mailing label tool quickly create address labels for yourself & clients Powerful reports & calculators: Depreciation reports Loan & savings calculators Custom reports Preparer s 1120S Enterprise Edition... $199 Enjoy all 1120S Edition features and additional tools, including online data backup, TaxPayer Support, Appointment Manager and advanced security options for collaboration within your existing network. All features in the 1120S Edition, plus: Online data backup back up client returns to our secure servers & don t worry about hard drive failure again! Unlimited phone & TaxPayer Support NEW! Appointment Manager use this calendar to track client meetings and birthdays ReturnSafe prevent others from changing returns you have open Document Manager attach scanned documents to client returns Collaborate within your existing network centrally store & share client returns & data Master templates create client invoices, letters & more Preparer s 1120S State...$19.95 per state Easily and quickly transfer client information from federal forms you ve prepared in TaxACT 1120S Edition to state forms. Answer a few questions, run the TaxACT Alerts and finish a state return in minutes. Available for AZ, CA, FL, GA, IA, IL, IN, MN, MO, NC (new), NY, PA, SC, VA (new) & WI 1120S State e-filing available for NY & WI (see page 4 for details) Preparer s 1120S All-States... $79.95 (includes all 15 states listed above) The money-saving solution for professionals who need multiple state editions. 9 Order online: Order by phone: Mention code # when ordering. 10

7 TaxACT 2009 Preparer s 1120 Editions Preparer s 1120 Edition... $119 For professionals who want to prepare and print an unlimited number of C-Corporation returns, and desire time-saving, organization and accuracy tools. Prepare & print an unlimited number of 1120 federal returns Forms & schedules, including Forms 1120, 1120W, 2220, 2848, 3800, 4562, 4626, 4684 (new), 4797, 6252, 7004, 8824 (new), 8903 & 8910 and Schedules A, B, C, D, E, G, J, K, L, M-1, M-2 & M-3 Client Manager keep client information organized & up-to-date NEW! Prior Year Comparison Report provides a quick view of a return, making it easier to identify differences between last year & this year Data import import key data from 2008 TaxACT returns in one step Data transfer have your firm s data flow into client returns Security logging track & review client return access & changes Summary letters & customized invoices TaxACT Alerts identifies possible errors, omissions & tax saving opportunities you may have missed Mailing label tool quickly create address labels for yourself & clients Powerful reports & calculators: Depreciation reports Loan & savings calculators Custom reports Preparer s 1120 Enterprise Edition... $199 Enjoy all 1120 Edition features and additional tools, including online data backup, TaxPayer Support, Appointment Manager and advanced security options for collaboration within your existing network. All features in the 1120 Edition, plus: Online data backup back up client returns to our secure servers & don t worry about hard drive failure again! Unlimited phone & TaxPayer Support NEW! Appointment Manager use this calendar to track client meetings and birthdays ReturnSafe prevent others from changing returns you have open Document Manager attach scanned documents to client returns Collaborate within your existing network centrally store & share client returns & data Master templates create client invoices, letters & more Preparer s 1120 State...$19.95 per state Easily and quickly transfer client information from federal forms you ve prepared in TaxACT 1120 Edition to state forms. Answer a few questions, run the TaxACT Alerts and finish a state return in minutes. Available for CA, FL, GA (new), IL (new), MN (new), NC (new), NY, PA, SC, VA (new) & WI 1120 State e-filing available for NY & WI (see page 4 for details) Preparer s 1120 All-States... $79.95 (includes all 11states listed above) The money-saving solution for professionals who need multiple state editions. 11 Order online: Order by phone: Mention code # when ordering. 12

8 Save Money! TaxACT 2009 Preparer s Bundles CD-ROM or Download 1040 Bundle... $559 Preparer s 1040 Edition (over $695 value) Preparer s 1040 All-States Unlimited federal e-filing Business 3-pack... $279 Preparer s 1065 Edition (over $355 value) Preparer s 1120S Edition Preparer s 1120 Edition Unlimited state e-filing 1040 Enterprise Bundle... $619 Preparer s 1040 Enterprise Edition (over $775 value) Preparer s 1040 All-States Unlimited federal e-filing Enterprise Business 3-pack... $479 Preparer s 1065 Enterprise Edition (over $595 value) Preparer s 1120S Enterprise Edition Preparer s 1120 Enterprise Edition Unlimited state e-filing Business Bundle... $479 Preparer s 1065 Edition (over $595 value) Preparer s 1065 All-States Preparer s 1120S Edition Preparer s 1120S All-States Business 2-pack... $199 Choose 2 of the following: (over $235 value) Preparer s 1065 Edition Preparer s 1120S Edition Preparer s 1120 Edition Preparer s 1120 Edition Preparer s 1120 All-States Enterprise Business Bundle... $669 Preparer s 1065 Enterprise Edition (over $835 value) Preparer s 1065 All-States Preparer s 1120S Enterprise Edition Preparer s 1120S All-States Enterprise Business 2-pack... $339 Choose 2 of the following: (over $395 value) Preparer s 1065 Enterprise Edition Preparer s 1120S Enterprise Edition Preparer s 1120 Enterprise Edition Preparer s 1120 Enterprise Edition Preparer s 1120 All-States 13 Order online: Order by phone: Mention code # when ordering. 14

Includes all of the following a value of over $695:

2011 Product Catalog Quality, affordable tax preparation solutions for professionals save over $136 2011 Preparer s 1040 Bundle... $559 Includes all of the following a value of over $695: Preparer s 1040