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November 2019 Issue |
November 2019

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The prices listed below are based on information found on the providers’ and/or reviewers’ websites in October 2019. They have not been independently reviewed or verified, and are provided only as a point of comparison for readers of the Annual Tax Software Survey.

Tax Preparation Software Prices

ATX

  • Individual (ATX 1040 Package): $669; includes two concurrent user licenses, all federal 1040 forms, up to three individual 1040 states, 72 e-file returns, free software conversions, and knowledge base and blog access
  • ATX pay per return: $529 ($229/user annual subscription, $300 nonrefundable deposit); includes individual returns, business returns, and payroll returns
  • Entities:
  • MAX Package: $1,579; includes three concurrent user licenses; all federal individual forms; all state individual forms; all business federal, state, and specialty forms; free unlimited e-file returns; payroll compliance reporting; sales and use tax forms; free software conversions; and the CCH U.S. Master Tax Guide
  • Total Tax Office Package: $1,579; includes five concurrent user licenses; all federal individual forms; all state individual forms; all business federal, state, and specialty forms; free unlimited e-file returns; payroll compliance reporting; sales and use tax forms; PaperlessPLUS; free software conversions; the CCH U.S. Master Tax Guide; Practical Tax Expert Pro; CCH A-Line-D; practice aids and productivity tools; and online newsletters
  • ATX Advantage Package: $3,949; includes six concurrent user licenses; all federal individual forms; all state individual forms; all business federal, state, and specialty forms; enhanced asset management capabilities; advanced tax calculations and compliance capabilities; free unlimited e-file returns; payroll compliance reporting; sales and use tax forms; PaperlessPLUS; product offers and discounts; free software conversions; CCH U.S. Master Tax Guide; Practical Tax Expert Pro; CCH A-Line-D; practice aids and productivity tools; and online newsletters

CCH Axcess Tax

  • Individual: no pricing information available; contact Wolters Kluwer
  • Entities: no pricing information available; contact Wolters Kluwer

CCH ProSystem fx

  • Individual: no pricing information available; contact Wolters Kluwer
  • Entities: no pricing information available; contact Wolters Kluwer

Drake Software

  • Individual: 
  • Per-return: $330 for 15 returns, $22 for additional returns
  • Unlimited returns: $1,595; early renewal discount available
  • Entities:
  • Per-return: $330 for 15 returns, $22 for additional returns
  • Unlimited returns: $1,595; early renewal discount available

GoSystem Tax RS

  • Individual: No pricing information available; contact Thomson Reuters
  • Entities: No pricing information available; contact Thomson Reuters

Intuit ProSeries

  • ProSeries Basic
  • Basic 20: $429 per year, 1 state
  • Basic 50: $749 per year, 2 states
  • Basic Unlimited: $1,109, 4 states
  • ProSeries Professional
  • Pay-per-return license: $329 per-year access to all federal and state forms, $41 per return
  • 1040 Complete: $1,899, unlimited 1040 returns for all states

Intuit ProConnect Tax Online

  • Individual: Pricing per return; different pricing based on number of returns; most popular are $479.70 for 10 1040s and $2,035 for 30 individual 1040s and 10 business 1041s
  • Business: Pricing per return; different pricing based on number of returns

Lacerte Tax

  • Individual: Lacerte Unlimited and Lacerte 200: pricing based on customized solution.
  • Pay-per-return license: $389, plus $76 per return (federal plus one state)

TaxACT

  • Individual:
  • 1040 Bundle: $675 for unlimited 1040 federal and state returns, unlimited e-file
  • $745 for enterprise bundle, which allows for multiple users
  • Entity: 
  • Complete bundle: $1,200 for unlimited individual and entity state and federal returns 
  • Complete enterprise bundle: $1,550 (allows for multiple users)

TaxSlayer Pro

  • Classic version: $1,095
  • Web (cloud-based) version: $1,395

TaxWise

  • Pay-per-return: $586 (individual and entity returns; no indication of cost per return)
  • ProFiling: $1,163 (individual returns only)
  • Power: $2,656 (individual and entity returns)

Ultra Tax CS

  • Contact Thomson Reuters for pricing for unlimited licenses and per return products

Tax Research Software

Bloomberg BNA

  • Contact Bloomberg for pricing information

CCH: 

  • Contact Wolters Kluwer to obtain pricing information

Checkpoint 

  • Contact Thomson Reuters to obtain pricing information

Parker Tax Pro

  • Parker Tax Pro Library: special sales price of $294, regular price $384

Tax Book

  • WebLibrary add-on to Tax Slayer Pro: $89
  • WebLibrary first user: $159; additional users: $79
  • WebLibrary Plus first user: $279; additional users: $99

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