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800-230-2322
www.taxworks.com
The TaxWorks system is a complete suite of tax preparation tools, offering compliance for all entities required to submit returns to state and federal agencies, including 1040, 1041, 1065, 1120, 1120S, 706, 709, 990 and 5500, as well as the state counterparts to those forms. The system is available as a complete integrated package, in entity-oriented bundles, or professionals can obtain each of the TaxWorks modules individually as needed. Asset and client management systems are included, and an optional TaxWorks planner is also available. A suite of products meeting the needs of our prototype firm (see page 12) would cost about $3,995, which supports any number of preparers working from the same office. Software renewals are $2,495. E-filing costs are priced separately from the software. For our firm's needs, e-filing costs would be approximately $750.
LEARNING CURVE
Among TaxWorks' greatest assets is its interface, which provides easy-to-use and understand windows and panes that keep client information, forms and program features readily available. The program opens to a client selection list that automatically sorts clients by form types, which are available via tabs for each form, as well as providing additional sorting by name, status, ID, SSN and several other options. This spreadsheet-like master client list also allows searching by SSN, and offers administrative options for reviewing, copying, moving, processing and other activities.
The system's work screens are generally comprised of several resizable panes, with a form selection list and return summary panels on the left, and the data-entry section in the middle. Client data for individual client returns can be...