|
|
Filing Statistics
|
|
Products respondents used, switched to and their future plans
|
|
Tax program
|
0–50
|
51–100
|
101–200
|
201–500
|
501–1,000
|
1,001–2,000
|
2,001–5,000
|
5,001–10,000
|
10,000+
|
|
ATX MAX
|
21.9%
|
19.9%
|
27.4%
|
24.0%
|
5.5%
|
1.4%
|
0.0%
|
0.0%
|
0.0%
|
|
Drake Software
|
11.1%
|
12.7%
|
17.5%
|
31.7%
|
17.5%
|
7.9%
|
0.0%
|
1.6%
|
0.0%
|
|
GoSystem Tax
RS
|
26.3%
|
15.0%
|
13.8%
|
17.5%
|
12.5%
|
3.8%
|
3.8%
|
5.0%
|
2.5%
|
|
Lacerte Tax
|
8.9%
|
8.4%
|
14.8%
|
34.0%
|
19.5%
|
9.7%
|
4.1%
|
0.0%
|
0.2%
|
|
ProSeries Professional
|
17.5%
|
11.6%
|
21.9%
|
29.7%
|
15.9%
|
3.1%
|
0.3%
|
0.0%
|
0.0%
|
|
ProSystem
fx
Tax
|
7.3%
|
8.6%
|
10.7%
|
26.6%
|
21.0%
|
14.7%
|
10.1%
|
1.0%
|
0.2%
|
|
TaxACT Preparer’s Edition
|
66.7%
|
22.2%
|
11.1%
|
0.0%
|
0.0%
|
0.0%
|
0.0%
|
0.0%
|
0.0%
|
|
TaxWise
|
8.3%
|
16.7%
|
4.2%
|
33.3%
|
29.2%
|
4.2%
|
0.0%
|
0.0%
|
4.2%
|
|
TaxWorks
|
5.9%
|
2.9%
|
17.6%
|
44.1%
|
14.7%
|
14.7%
|
0.0%
|
0.0%
|
0.0%
|
|
UltraTax CS
|
4.15
|
7.2%
|
12.1%
|
34.2%
|
23.4%
|
14.4%
|
4.1%
|
0.5%
|
0.0%
|
|
|
|
What proportion was for individuals?
|
|
|
|
Tax program
|
0%
|
1%–20%
|
21%–50%
|
51%–70%
|
71%–90%
|
91%–100%
|
|
ATX MAX
|
0.0%
|
0.7%
|
5.5%
|
20.7%
|
51.0%
|
22.1%
|
|
Drake Software
|
0.0%
|
0.0%
|
3.3%
|
19.7%
|
70.5%
|
6.6%
|
|
GoSystem Tax
RS
|
14.1%
|
11.5%
|
33.3%
|
12.8%
|
19.2%
|
9.0%
|
|
Lacerte Tax
|
0.0%
|
1.5%
|
9.6%
|
33.3%
|
50.6%
|
5.0%
|
|
ProSeries Professional
|
0.0%
|
0.6%
|
9.7%
|
23.6%
|
51.8%
|
14.2%
|
|
ProSystem
fx
Tax
|
0.8%
|
3.7%
|
20.3%
|
38.9%
|
32.0%
|
4.2%
|
|
TaxACT Preparer’s Edition
|
0.0%
|
0.0%
|
0.0%
|
11.5%
|
26.9%
|
61.5%
|
|
TaxWise
|
0.0%
|
0.0%
|
4.2%
|
12.5%
|
54.2%
|
29.2%
|
|
TaxWorks
|
0.0%
|
3.0%
|
9.1%
|
30.3%
|
57.6%
|
0.0%
|
|
UltraTax CS
|
0.5%
|
1.3%
|
12.2%
|
37.8%
|
45.8%
|
2.3%
|
|
|
|
What proportion was for business?
|
|
|
|
Tax program
|
0%
|
1%–20%
|
21%–50%
|
51%–70%
|
71%–90%
|
91%–100%
|
|
ATX MAX
|
9.7%
|
44.1%
|
44.1%
|
0.7%
|
0.7%
|
0.7%
|
|
Drake Software
|
1.6%
|
49.2%
|
49.2%
|
0.0%
|
0.0%
|
0.0%
|
|
GoSystem Tax
RS
|
5.1%
|
15.4%
|
34.6%
|
15.4%
|
15.4%
|
14.1%
|
|
Lacerte Tax
|
1.8%
|
34.0%
|
58.0%
|
3.5%
|
2.0%
|
0.6%
|
|
ProSeries Professional
|
5.85
|
40.1%
|
48.9%
|
4.2%
|
1.0%
|
0.0%
|
|
ProSystem
fx
Tax
|
2.0%
|
20.0%
|
62.6%
|
7.7%
|
6.2%
|
1.5%
|
|
TaxACT Preparer’s Edition
|
38.5%
|
46.2%
|
15.4%
|
0.0%
|
0.0%
|
0.0%
|
|
TaxWise
|
20.8%
|
54.2%
|
20.8%
|
4.2%
|
0.0%
|
0.0%
|
|
TaxWorks
|
0.0%
|
36.4%
|
57.6%
|
3.0%
|
3.0%
|
0.0%
|
|
UltraTax CS
|
1.0%
|
27.6%
|
62.5%
|
6.3%
|
2.1%
|
0.5%
|
|
|
|
How many federal returns did your firm file?
|
|
|
|
Tax program
|
0
|
1–50
|
51–100
|
101–200
|
201–500
|
501–1,000
|
1,001–2,000
|
2,001–5,000
|
5,001–10,000
|
10,000+
|
|
ATX MAX
|
0.0%
|
24.0%
|
24.7%
|
25.3%
|
20.5%
|
4.1%
|
1.4%
|
0.0%
|
0.0%
|
0.0%
|
|
Drake Software
|
0.0%
|
11.1%
|
15.9%
|
15.9%
|
30.2%
|
17.5%
|
7.9%
|
0.0%
|
1.6%
|
0.0%
|
|
GoSystem Tax
RS
|
0.0%
|
31.3%
|
16.3%
|
11.3%
|
16.3%
|
10.0%
|
5.0%
|
5.0%
|
2.5%
|
2.5%
|
|
Lacerte Tax
|
0.5%
|
9.7%
|
13.2%
|
14.5%
|
32.9%
|
17.2%
|
9.3%
|
2.7%
|
0.0%
|
0.0%
|
|
ProSeries Professional
|
0.0%
|
17.5%
|
17.2%
|
20.3%
|
29.1%
|
13.1%
|
2.8%
|
0.0%
|
0.0%
|
0.0%
|
|
ProSystem
fx
Tax
|
0.2%
|
8.1%
|
15.0%
|
10.1%
|
25.6%
|
19.5%
|
12.5%
|
8.9%
|
0.2%
|
0.0%
|
|
TaxACT Preparer’s Edition
|
3.7%
|
66.7%
|
18.5%
|
11.1%
|
0.0%
|
0.0%
|
0.0%
|
0.0%
|
0.0%
|
0.0%
|
|
TaxWise
|
0.0%
|
12.5%
|
20.8%
|
4.2%
|
45.8%
|
16.7%
|
0.0%
|
0.0%
|
0.0%
|
0.0%
|
|
TaxWorks
|
0.0%
|
5.95
|
11.8%
|
14.7%
|
41.2%
|
11.8%
|
14.7%
|
0.0%
|
0.0%
|
0.0%
|
|
UltraTax CS
|
0.0%
|
5.1%
|
14.1%
|
10.8%
|
33.9%
|
20.6%
|
11.8%
|
0.3%
|
0.3%
|
0.0%
|
|
|
|
How many state returns did your firm file?
|
|
|
|
Tax program
|
0
|
1–50
|
51–100
|
101–200
|
201–500
|
501–1,000
|
1,001–2,000
|
2,001–5,000
|
5,001–10,000
|
10,000+
|
|
ATX MAX
|
3.4%
|
36.3%
|
17.1%
|
22.6%
|
16.4%
|
3.4%
|
0.7%
|
0.0%
|
0.0%
|
0.0%
|
|
Drake Software
|
0.0%
|
19.0%
|
14.3%
|
17.5%
|
25.4%
|
14.3%
|
7.9%
|
0.0%
|
1.6%
|
0.0%
|
|
GoSystem Tax
RS
|
1.3%
|
32.5%
|
12.5%
|
12.5%
|
16.3%
|
11.3%
|
2.5%
|
5.0%
|
3.8%
|
2.5%
|
|
Lacerte Tax
|
1.1%
|
21.3%
|
8.8%
|
13.4%
|
29.5%
|
15.7%
|
8.1%
|
2.1%
|
0.0%
|
0.0%
|
|
ProSeries Professional
|
1.9%
|
32.5%
|
12.5%
|
17.2%
|
24.7%
|
8.4%
|
2.8%
|
0.0%
|
0.0%
|
0.0%
|
|
ProSystem
fx
Tax
|
1.3%
|
14.7%
|
9.6%
|
12.2%
|
24.3%
|
17.8%
|
12.0%
|
7.9%
|
0.2%
|
0.0%
|
|
TaxACT Preparer’s Edition
|
14.8%
|
59.3%
|
14.8%
|
11.1%
|
0.0%
|
0.0%
|
0.0%
|
0.0%
|
0.0%
|
0.0%
|
|
TaxWise
|
4.2%
|
16.7%
|
20.8%
|
0.0%
|
37.5%
|
16.7%
|
4.2%
|
0.0%
|
0.0%
|
0.0%
|
|
TaxWorks
|
0.0%
|
29.4%
|
2.9%
|
11.8%
|
32.4%
|
11.8%
|
11.8%
|
0.0%
|
0.0%
|
0.0%
|
|
UltraTax CS
|
1.3%
|
16.2%
|
9.3%
|
11.3%
|
31.9%
|
17.2%
|
9.8%
|
2.6%
|
0.5%
|
0.0%
|
|
|
|
Electronic filing of tax returns
|
|
|
|
Tax program
|
Percentage of federal returns e-filed this year
|
Percentage of federal returns e-filed last year
|
Percentage of state returns e-filed this year
|
Percentage of state returns e-filed last year
|
|
ATX MAX
|
61.1%
|
47.2%
|
55.2%
|
44.1%
|
|
Drake Software
|
68.3%
|
57.5%
|
65.1%
|
54.3%
|
|
GoSystem Tax
RS
|
22.1%
|
13.4%
|
20.1%
|
13.9%
|
|
Lacerte Tax
|
54.4%
|
44.2%
|
47.2%
|
37.4%
|
|
ProSeries Professional
|
48.3%
|
36.3%
|
40.5%
|
31.2%
|
|
ProSystem
fx
Tax
|
49.7%
|
38.1%
|
40.7%
|
31.1%
|
|
TaxACT Preparer’s Edition
|
56.9%
|
36.7%
|
48.3%
|
35.3%
|
|
TaxWise
|
77.5%
|
67.5%
|
66.1%
|
58.5%
|
|
TaxWorks
|
62.5%
|
48.9%
|
51.5%
|
41.5%
|
|
UltraTax CS
|
54.0%
|
42.7%
|
47.8%
|
38.4%
|
|
Average
|
55.5%
|
43.3%
|
48.3%
|
38.6%
|
|