2013 Product Catalog. Quality, affordable tax preparation solutions for professionals Preparer s 1040 Bundle... $579

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1 2013 Product Catalog Quality, affordable tax preparation solutions for professionals 2013 Preparer s 1040 Bundle... $579 Includes all of the following: Preparer s 1040 Edition Preparer s 1040 All-States Edition Prepare, print & e-file unlimited 1040 client returns

2 Download or CD-ROM E-file Capable Dear TaxACT Customer, It s hard to believe we re already talking about another tax year, but we are excited to share with you what we ve been working on to help you maximize productivity and provide expanded client services for the 2013 tax season. As always, we ve listened to your feedback and made many enhancements to save you more time and make your life easier. That includes our new Account Records Import for trial balance information exported from your accounting software. We ve also added more business state editions and e-filing, Form 1040NR and TaxTutor Guides for detailed explanations of complex tax law changes, strategies and tips. Don t forget to use the checklist below or visit prep.taxact.com/requirements for the current IRS s Paid Preparer requirements. Thank you for choosing TaxACT and we wish you another successful tax season. IRS Requirements for Tax Year 2013 Renew your Preparer Tax Identification Number (PTIN) before December 31, 2013 Learn more at Apply for an EFIN if you don t have one already Use the IRS s e-services Online Tools for Tax Professionals Add your EFIN to your TaxACT Customer account at prep.taxact.com Keep up to date on the IRS Requirements for tax professionals Visit prep.taxact.com for the latest information TaxACT 2013 Product Releases Oct Preview versions of federal editions release Jan Final versions of federal editions release, state editions release as state forms become available Jan Orders for TaxACT 2014 Preparer s products accepted early bird pricing valid through June 30, 2014 Order online: prep.taxact.com/catalog

3 TaxACT 2013 Preparer s Catalog Table of Contents Product Overview, e-filing Editions Editions S Editions Editions Enterprise, TaxPayer Support, Bundles TaxACT System Requirements Operating System: Windows XP, Vista or Windows 7, 8 Processor: Pentium (or equivalent) RAM: Refer to your operating system requirements Hard Drive Space: 100 MB Internet Access: Required for e-filing and online features Monitor: 1024x768 or larger (16-bit color minimum) Mouse: Required Printer: Highly recommended Web Browser: Microsoft Internet Explorer 7.0 or greater Contact Us TaxACT, Inc th Street NE, Suite 300 Cedar Rapids, IA Web: prep.taxact.com/catalog Sales: Support: (319) Fax: (319) Order by phone: mention code # when ordering 2

4 Download or CD-ROM E-file Capable TaxACT Preparer s Editions at a Glance Federal Software Preparer s Edition (1040, 1065, 1120S, 1120) Preparer s Enterprise Edition (1040, 1065, 1120S, 1120) Prepare & print unlimited federal returns Extra tools and online data backup, plus network sharing for multiple users in 1 location Price $ per edition $ per edition State Software Available States Price Preparer s 1040 State All income-taxing states $24.99 per state $99.99 for All-States Preparer s 1065 State Preparer s 1120S State Preparer s 1120 State Prices subject to change. AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MN, MO, MS, NC, NJ, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA & WI AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MN, MO, MS, NC, NJ, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA & WI AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NJ, NY, OK, OR, PA, SC, TN, TX, UT, VA & WI $24.99 per state $99.99 for All-States $24.99 per state $99.99 for All-States $24.99 per state $99.99 for All-States TaxACT Money-Back Guarantee If you re not completely satisfied with your TaxACT 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. 3 Order online: prep.taxact.com/catalog

5 TaxACT 2013 Electronic Filing Benefits of E-filing E-file Pricing Electronic Filing with TaxACT E-filing 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 prep.taxact.com/state-list. Fast confirmation. Receive notification when your clients returns have been processed by the IRS and states. Speedy processing & refunds. Client returns are processed faster and they receive their refunds sooner. If clients have a balance due, you can still e-file now and schedule electronic payment any time before the April 15th deadline. The IRS and many states require it. The IRS mandates that paid preparers who file more than 10 federal individual or trust returns per calendar year must e-file. Affordable. TaxACT offers competitive per client and unlimited e-filing plans, as well as money-saving software plus e-filing bundles. Per return and bundle pricing and details can be found at prep.taxact.com/catalog. * An Electronic Filing Identification Number (EFIN) is required to e-file with TaxACT software. Learn how to apply for an EFIN at prep.taxact.com/catalog. Number of client returns (SSN or EIN) Price (includes both Federal + State(s)) First 200 clients $9.99 per return type (1040, 1065, 1120, 1120S) 201+ clients * Free * Free e-filing begins AFTER the entire fee for 200 client returns has been paid. Only one $9.99 fee is charged for both Federal and State(s) e-filed per SSN or EIN. Prices subject to change. Pre-paid E-filing Paying per client return? Take advantage of TaxACT s pre-paid e-filing. Purchase e-filing in advance in increments of $10 or $25, and add to your balance at any time. To purchase, call Order by phone: mention code # when ordering 4

6 Download or CD-ROM E-file Capable Preparer s 1040 Edition... $ 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 and worksheets, including Forms 1040, 1040A, 1040NR NEW! and 2848, and Schedule C Data imports to save you time and decrease errors import last year s TaxACT returns, PDFs of last year s returns prepared by some software (see web site for supported software), Schedule K-1 data from TaxACT 1065 or 1120S returns and investment data NEW! TaxTutor Guidance relevant, in-product help to shed light on deductions, complex tax laws changes, strategies & tips Fast data entry features enter data directly into forms or use quick entry methods for W-2, 1099 & 4562 data Low-cost integrated e-filing solutions (see page 4 for details) Client Manager keep client information organized & up-to-date Bookmarks use to easily return to interview questions later Powerful customizable reports & calculators: Prior year comparison report Joint vs.separate comparison Depreciation reports Federal carryover report All-state tax estimation planning tool College student financial aid report What if estimates for various tax scenarios Loan & savings calculators Security logging track access and changes made to client returns Instruction letters and templates for invoices, billing by form and mailing labels Data transfer your firm s data automatically flows into client returns TaxACT Alerts identifies possible errors, omissions and tax-saving opportunities Competitively priced bank products see prep.taxact.com for our bank partner information 5 Order online: prep.taxact.com/catalog

7 TaxACT 2013 Preparer s 1040 Editions Preparer s 1040 State... $24.99 per state 1040 All-States (for all income-taxing states)... $99.99 Prepare & print an unlimited number of state returns. TaxACT transfers clients federal 1040 data into state forms so that you can finish state returns in minutes. Just answer a few questions & run TaxACT Alerts. Available for all income-taxing states Bookmarks use to easily return to interview questions later Up-to-date forms, schedules & worksheets All part-year resident & non-resident forms Instruction letter templates provide your clients with instructions and other information they need for their returns Charge-by-form invoicing if you charge on a per form basis, simply fill in your form prices and the information will transfer to invoices for all new and imported returns Low-cost integrated e-filing solutions (see page 4 for details) Order by phone: mention code # when ordering 6

8 Download or CD-ROM E-file Capable Preparer s 1065 Edition... $ For professionals who want to prepare and print an unlimited number of federal Partnership returns, and desire time-saving, organization and accuracy tools. Prepare & print an unlimited number of 1065 federal returns Up-to-date forms and schedules, including Forms 1065, 2848, 4562, 4797, 7004 and 8825 Allocate & update Schedule K-1s automatically even as business income changes. Once complete, Schedule K-1 data can be imported into clients TaxACT 1040 return. NEW! Accounting Records Import easily import Trial Balance Reports in CSV format from your accounting software. Once imported, simply make any necessary adjustments and TaxACT will transfer to the appropriate lines on the client s tax return. Data import import key data from 2012 TaxACT returns and investment data Fast data entry features enter data directly into forms or use the quick entry method Low-cost integrated e-filing solutions (see page 4 for details) Client Manager keep client information organized & up-to-date Bookmarks use to easily return to interview questions later Powerful customizable reports & calculators: Prior year comparison report Depreciation reports (supports fiscal & short year calculations) Loan & savings calculators Partner Distributive Share Report Security logging track access and changes made to client returns Instruction letters & templates for invoices, billing by form & mailing labels Data transfer your firm s data automatically flows into client returns TaxACT Alerts identifies possible errors, omissions and tax-saving opportunities 7 Order online: prep.taxact.com/catalog

9 TaxACT 2013 Preparer s 1065 Editions Preparer s 1065 State...$24.99 per state 1065 All-States (includes all states below)...$99.99 Prepare & print an unlimited number of state returns. TaxACT transfers clients federal 1065 data into state forms so that you can finish state returns in minutes. Just answer a few questions & run TaxACT Alerts. Instruction letter templates provide your clients with instructions and other information they need for their returns Charge-by-form invoicing if you charge on a per form basis, simply fill in your form prices and the information will transfer to invoices for all new and imported returns Available for the following states: Alabama Arizona Arkansas California Colorado Connecticut NEW! Florida Georgia Illinois Indiana Iowa Kansas Kentucky NEW! Louisiana Maryland Massachusetts Minnesota Mississippi NEW! Missouri New Jersey New York (includes city forms) North Carolina Ohio NEW! Oklahoma Oregon NEW! Pennsylvania South Carolina Tennessee NEW! Texas Utah Virginia Wisconsin Bookmarks use to easily return to interview questions later 1065 State e-filing available for AL, AR, CA, CT NEW!, GA, IL, KS, MA, MD, MN, MS NEW!, NY (including NY City), OR NEW!, PA, TN NEW!, UT and WI (see page 4 for details) Order by phone: mention code # when ordering 8

10 Download or CD-ROM E-file Capable Preparer s 1120S Edition... $ For professionals who want to prepare and print an unlimited number of federal S-Corporation returns, and desire time-saving, organization and accuracy tools. Prepare & print an unlimited number of 1120S federal returns Up-to-date forms and schedules, including Forms 1120S, 2848, 4562, 4797, 7004 and 8825 Allocate & update Schedule K-1s automatically even as business income changes. Once complete, Schedule K-1 data can be imported into clients TaxACT 1040 return. NEW! Accounting Records Import easily import Trial Balance Reports in CSV format from your accounting software. Once imported, simply make any necessary adjustments and TaxACT will transfer to the appropriate lines on the client s tax return. Data import import key data from 2012 TaxACT returns and investment data Fast data entry features enter data directly into forms or use the quick entry method Low-cost integrated e-filing solutions (see page 4 for details) Client Manager keep client information organized & up-to-date Bookmarks use to easily return to interview questions later Powerful customizable reports & calculators: Prior year comparison report Depreciation reports (supports fiscal & short year calculations) Loan & savings calculators Shareholder Distributive Share Report Security logging track access and changes made to client returns Instruction letters & templates for invoices, billing by form & mailing labels Data transfer your firm s data automatically flows into client returns TaxACT Alerts identifies possible errors, omissions and tax-saving opportunities 9 Order online: prep.taxact.com/catalog

11 TaxACT 2013 Preparer s 1120S Editions Preparer s 1120S State...$24.99 per state 1120S All-States (includes all states below)...$99.99 Prepare & print an unlimited number of state returns. TaxACT transfers clients federal 1120S data into state forms so that you can finish state returns in minutes. Just answer a few questions & run TaxACT Alerts. Instruction letter templates provide your clients with instructions and other information they need for their returns Charge-by-form invoicing if you charge on a per form basis, simply fill in your form prices and the information will transfer to invoices for all new and imported returns Available for the following states: Alabama Arizona Arkansas California Colorado Connecticut NEW! Florida Georgia Illinois Indiana Iowa Kansas Kentucky NEW! Louisiana Maryland Massachusetts Minnesota Mississippi NEW! Missouri New Jersey New York (includes city forms) North Carolina Ohio NEW! Oklahoma Oregon NEW! Pennsylvania South Carolina Tennessee NEW! Texas Utah Virginia Wisconsin Bookmarks use to easily return to interview questions later 1120S State e-filing available for AL, AR, CA, CT NEW!, FL, GA, IL, KS, LA, MA, MD, MN, MS NEW!, NJ NEW!, NY (including NY City), OK NEW!, OR NEW!, PA, TN NEW!, UT and WI (see page 4 for details) Order by phone: mention code # when ordering 10

12 Download or CD-ROM E-file Capable Preparer s 1120 Edition... $ For professionals who want to prepare and print an unlimited number of federal C-Corporation returns, and desire time-saving, organization and accuracy tools. Prepare & print an unlimited number of 1120 federal returns Up-to-date forms and schedules, including Forms 1120, 1120-H, 2220, 2848, 4562, 4797 and 7004 Data import import key data from 2012 TaxACT returns and investment data NEW! Accounting Records Import easily import Trial Balance Reports in CSV format from your accounting software. Once imported, simply make any necessary adjustments and TaxACT will transfer to the appropriate lines on the client s tax return. Fast data entry features enter data directly into forms or use the quick entry method Low-cost integrated e-filing solutions (see page 4 for details) Client Manager keep client information organized & up-to-date Bookmarks use to easily return to interview questions later Powerful customizable reports & calculators: Prior year comparison report Depreciation reports (supports fiscal & short year calculations) Loan & savings calculators Security logging track access and changes made to client returns Instruction letters and templates for invoices, billing by form and mailing labels Data transfer your firm s data automatically flows into client returns TaxACT Alerts identifies possible errors, omissions and tax-saving opportunities 11 Order online: prep.taxact.com/catalog

13 TaxACT 2013 Preparer s 1120 Editions Preparer s 1120 State... $24.99 per state 1120 All-States (includes all states below)...$99.99 Prepare & print an unlimited number of state returns. TaxACT transfers clients federal 1120 data into state forms so that you can finish state returns in minutes. Just answer a few questions & run TaxACT Alerts. Instruction letter templates provide your clients with instructions and other information they need for their returns Charge-by-form invoicing if you charge on a per form basis, simply fill in your form prices and the information will transfer to invoices for all new and imported returns Available for the following states: Alabama Arizona Arkansas California Colorado Connecticut NEW! Florida Georgia Illinois Indiana Iowa Kansas Kentucky NEW! Louisiana Maryland Massachusetts Michigan NEW! Minnesota Mississippi NEW! Missouri New Jersey New York (includes city forms) North Carolina Oklahoma Oregon NEW! Pennsylvania South Carolina Tennessee NEW! Texas Utah Virginia Wisconsin Bookmarks use to easily return to interview questions later 1120 State e-filing available for AL, AR, CA, CT NEW!, FL, GA, IL, KS, LA, MA, MD, MI NEW!, MN, MS NEW!, NJ NEW!, NY (includes NY City), OK NEW!, OR NEW!, PA, TN NEW!, UT and WI (see page 4 for details) Order by phone: mention code # when ordering 12

14 Preparer s Enterprise Editions & TaxPayer Support Preparer s Enterprise Editions $ per edition 1040, 1065, 1120S and 1120 Editions available Enjoy all the features in TaxACT Preparer s Federal Editions, plus: Networking sharing for multiple users centrally store and share client returns and data Online data backup back up client returns to our secure servers and access them for 3 years beyond the filing deadline. Finish an existing return, print a backup copy and more! TaxPayer Support unlimited one-on-one help via phone & Appointment Manager tracks and gives reminder notifications for important dates, client meetings, client birthdays and key deadlines ReturnSafe prevent others from changing returns you have open Document Manager attach scanned documents to client returns TaxACT TaxPayer Support...$19.99 per tax year Do you have tax questions? We have the answers. Get unlimited phone support from our tax specialists for the 2013 tax year. (Included in 1040 Enterprise and Complete Enterprise Bundles.) Tax Season (early Jan. through April filing deadline) M F 7 a.m. 9 p.m. Sat. 8 a.m. 6 p.m. Sun. 10 a.m. 5 p.m. Tax year 2013 office hours (Off Season) M F 8 a.m. 5 p.m. Sat. closed Sun. closed All times listed in CT 13 Order online: prep.taxact.com/catalog

15 Save Money! TaxACT 2013 Preparer s Bundles 1040 Bundle... $579 Preparer s 1040 Edition Preparer s 1040 All-States Prepare, print & e-file unlimited 1040 client returns 1040 Enterprise Bundle... $659 Preparer s 1040 Enterprise Edition Preparer s 1040 All-States Prepare, print & e-file unlimited 1040 client returns Complete Bundle... $999 Preparer s 1040, 1065, 1120S & 1120 Editions Preparer s 1040, 1065, 1120S & 1120 All-States Prepare, print & e-file unlimited 1040, 1065, 1120S & 1120 client returns Complete Enterprise Bundle...$1,259 Preparer s 1040, 1065, 1120S & 1120 Enterprise Editions Preparer s 1040, 1065, 1120S & 1120 All-States Prepare, print & e-file unlimited 1040, 1065, 1120S & 1120 client returns Order by phone: mention code # when ordering 14

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

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