zaro_ex6


Exhibit 6: Product Details
  Drake Software GoSystem Tax RS Lacerte Max Plus ProSeries ProSystem fx Tax TaxWise TaxWorks UltraTax
Product prices                  
1040 $995–$1,495 Starting at $2,500 $2,140 $985 plus shipping and updating $949 (add $399 for network license) $2,850 $995 $1,095 $1,975
1040 renewal $995–$1,495 Starting at $2,500 $1,819 10% early renewal discount Same Call for details $995 $995 $1,675
State package Included Included $235–$340 Included $249–$349 $295–$725 $295 for 1–5 states; $695 for all states $345 $200–$300
State renewal Included Included $199.75–$289 Included Same Call for details $295 for 1–5 states; $695 for all states $200 $200–$300
Additional fee for laser package No No N/A No N/A No No No No
Pay-per-return pricing $495–$545 for the first 50 returns No $22/return federal and one state Unlimited returns included $15/return federal; $11/return state $26/return federal;
$21/return state
$400 for up to 30 returns $15/return ($400 deposit) $16/return federal; $9/return state
Additional cost for electronic filing software No $5/federal; $2/state No No Unlimited federal: $750; unlimited state: $400 Federal: $100;
$50/state or $100
for all states
No No No
Additional cost for electronic filed returns No No Unlimited federal: $1,350 or $2/return federal and $2/return state No $3/return federal; $2/return state Unlimited federal:
$1,000; state:
$250/state or
$500 for all states;
or federal: $100 plus $3/return transmission charge; state: $50 per state plus $1/return or $100 for all states plus $1/return.
Unlimited federal: $750; $1–$5/return federal (depending on volume); $0.50–$1/return state $1–$5/return federal (varies with volume); $1–$2.50/return state Unlimited federal: $1,000; $2/return federal; $1/return state
Conversion package available Yes Yes Yes Yes Yes (Drake Software, Lacerte, ProSystem fx , Tax Relief, Saber, TaxWise, UltraTax) Yes 37.1% 20.0% 48.1%
Additional cost for conversion package No $2/return No No No No No No No
Filing                  
Direct filing (DF), service bureau (SB) or both Both DF SB SB DF Both Both DF SB
Files state returns electronically Yes Yes Yes Yes Yes Yes Yes Yes Yes
Allows for electronic signature Yes Yes Yes Yes Yes Yes Yes Yes Yes
                   
  Drake Software GoSystem Tax RS Lacerte Max Plus ProSeries ProSystem fx Tax TaxWise TaxWorks UltraTax
Market                  
Number of users, 2003 package 16,658 75,000 About 40,000 2,036 50,000+ 20,000+ 21,131 4,900 17,000
Percentage of renewals from 2002 package 95.35% 95% About 95% 65% N/A 96% 90% About 91% 95%+
Number of years in business 26 39 25 12 13 40+ 18 33 25
Support                  
Toll-free number for support No Yes Yes Yes Yes Yes Yes Yes Yes
Days and hours (Eastern time) support available during tax season M-F 8-10;
Sat. 8-6
M-F 9-8;
Sat. 10-6;
Sun. 11-5
M-F 10-10;
Sat. 11-6;
Sun. 1-6;
24-hour support during week ending on April 15
M-F 8-10;
Sat. 9-5.
Super support: M-F 8-midnight; Sat. 9-5
Jan.6-April 15:
Mon.-Thurs. 9-9;
Fri. 9-8; Sat. 10-5;
Sun. based on seasonal demand
M-F 8:30-9:30;
Sat. 9-8
Sun. in April 10-6;
24-hour support
April 12-15
M-F 8:30-midnight;
Sat. 8:45-5;
Sun. to be announced
M-F 9-10;
Sat. 9-6
M-F 9-10;
Sat. 9-6;
Sunday before filing deadline 10-6
Days/hours support available during off-season M-F 8-9;
Sat. 9-5
M-F 9-8 M-F 10-9 M-F 8-8;
Sat. 9-5
Mon.-Thurs. 9-8;
Fri. 9-6
M-F 9-8 M-F 8-4 M-F 10-7 M-F 9-8
Number of tax-season support staff 209 24 (for 1040 only) Not disclosed 200+ Not disclosed 450+ 200+ Varies during time of day or season (average 50) 100+
Online support Yes Yes Yes Yes Yes Yes Yes Yes,via e-mail Yes
                   
  Drake Software GoSystem Tax RS Lacerte Max Plus ProSeries ProSystem fx Tax TaxWise TaxWorks UltraTax
Technology                  
Operating systems available Windows 98, 2000, ME, XP, NT Windows 2000, XP Windows 98, ME, NT 4.0, 2000, XP Windows 95, 98, ME, 2000, XP, NT Windows 98, XP, NT, ME, 2000 Windows 98, NT
Workstation version 4.0, Millennium, 2000;
XP Professional,
MDAC version 2.6
Windows 2000, XP Windows Windows 98 SE, 2000, XP, Terminal Server, Citrix MetaFrame
Recommended operating system Windows XP, but all of the above are fine Windows 2000, XP Any of the above Any of the above Windows XP, 2000 XP Windows 2000, XP XP XP
Program size in Mb 57 Mb 273 Mb (1040 only) 26 Mb 800 Mb 2 Gb 100 Mb (includes
laser forms)
160 Mb 80–100 Mb 25 Mb
Minimum RAM recommended 64 Mb for Windows 98, 2000, NT and 128 Mb for Windows ME, XP 128 Mb 128 Mb 64 Mb 512 Mb 256 Mb 128 Mb 128 Mb 64 Mb
Display and data                  
IRS data displayed on screen Yes Yes Yes Yes Yes Yes Yes Yes Yes
Vendor data displayed on screen Yes Yes Yes Yes Yes Yes Yes Yes Yes
Batch processing Yes Yes Yes Yes Yes Yes No Yes Yes
Heads-down data entry Yes Yes Yes No Yes Yes Yes Yes No
Program management tools                  
Reports Yes Yes Yes Yes Yes Yes Yes Yes Yes
Organizers Yes Yes Yes Yes Yes Yes Yes Yes Yes
Labels Yes Yes Yes Yes Yes Yes Yes Yes Yes
Client letters Yes Yes Yes Yes Yes Yes Yes Yes Yes
Scheduling program Yes No Yes No Yes Yes No Yes Yes
Other packages available                  
Online tax-preparation option Yes Yes No Yes No Yes No Yes, via www.taxengine.com Yes
State packages Yes Yes Yes Yes Yes Yes Yes Yes Yes
Multistate package Yes Yes Yes Yes Yes Yes Yes Yes No
                   
  Drake Software GoSystem Tax RS Lacerte Max Plus ProSeries ProSystem fx Tax TaxWise TaxWorks UltraTax
Does your product include the following?                  
1120 Yes Yes Yes Yes Yes Yes Yes Yes Yes
Included in price of 1040 Yes Yes No Yes No No No No No
1120S Yes Yes Yes Yes Yes Yes Yes Yes No
Included in price of 1040 Yes Yes No Yes No No No No No
1065 Yes Yes Yes Yes Yes Yes Yes Yes No
Included in price of 1040 Yes Yes No Yes No No No No No
1041 Yes Yes Yes Yes Yes Yes Yes Yes No
Included in price of 1040 Yes Yes No Yes No No No No No
990 Yes Yes Yes Yes Yes Yes Yes Yes No
Included in price of 1040 Yes Yes No Yes No No No No No
706 Yes Yes Yes Yes Yes Yes Yes Yes No
Included in price of 1040 Yes Yes No Yes No No No No No
709 Yes Yes Yes Yes Yes Yes Yes Yes No
Included in price of 1040 Yes Yes No Yes No No No No No

SPONSORED REPORT

How to make the most of a negotiation

Negotiators are made, not born. In this sponsored report, we cover strategies and tactics to help you head into 2017 ready to take on business deals, salary discussions and more.

VIDEO

Will the Affordable Care Act be repealed?

The results of the 2016 presidential election are likely to have a big impact on federal tax policy in the coming years. Eddie Adkins, CPA, a partner in the Washington National Tax Office at Grant Thornton, discusses what parts of the ACA might survive the repeal of most of the law.

COLUMN

Deflecting clients’ requests for defense and indemnity

Client requests for defense and indemnity by the CPA firm are on the rise. Requests for such clauses are unnecessary and unfair, and, in some cases, are unenforceable.