CFS TaxTools™ is the most widely used program of its kind in the tax profession!Released January of each year
Features:
- Worksheets print with the client's name and your firm name in a professional quality format. Include them as attachments to the tax return or present to the client with an invoice, which can also be generated by TaxTools.
- Hundreds of tax forms included (many not found in tax preparation software), such as SS-4, Power of Attorney and Offer in Compromise.
- Client information is mapped directly onto the form. Multiple versions of a form may be saved for a client. Forms print exactly as they appear on screen. Most forms can be e-mailed as a PDF.
- Handy financial calculators, including Mutual Fund Average Cost Basis and several Loan and Investment modules.
- Flowcharts allow you to answer a series of questions to determine filing status, inherited IRA options, whether the taxpayer falls under the "Kiddie Tax" rules, etc. Update from the internet when forms or laws change.
- Data backup and restore. Save clients to any type of storage device and easily retrieve them with a few clicks.
- Client and preparer database. Add an unlimited number of clients, employees, and preparers. Easily manage them with our intuitive interface.
- Tutorial & context sensitive help. Watch a movie with step-by-step instructions on how to use various parts of the program. Or, get help on-the-fly as you use each module.
- Federal/State Planner and over 300 modules, including: 78 General Utilities, 38 Flowcharts, 141 Fill-in Forms, 24 Retirement Calculations, 23 Financial Calculations
- Imports clients from a variety of formats: Lacerte®, TaxWorks™, ProSystem fx™, CFS programs, ASCII files, Intuit ProSeries Pro
- Federal/State Tax Planner - Comprehensive 5-year or 5-scenario tax planner can be used to do tax calculations or do projections based on "what-if" scenarios. Includes: AMT, SE Tax, Phase-outs, EIC, Child Tax Credit, Dependent Care Credit
- Save valuable time during tax season and throughout the year with easy-to-use modules, such as: Minimum IRA Distribution, Estate Tax Calculator, Tax Deferred Exchanges, Auto Lease Inclusion Amount...and more!
- TaxTools now has an Auto Mileage and Expense Log, a Domestic Production Activities Worksheet (Form 8903), an Employee Time Sheet, General Ledger and Forms 1040EZ-T, 13711, 13844, and CA DE 999CA.
- The Federal/State Tax Planner now has the ability to display certain key amounts at the top of all screens, allowing you, as you change numbers, to watch as the results change (AGI, Total Tax, AMT, etc.).
Download Demo CFS TaxTools™ [>>]
