Tax Software Survey: TurboTax

August 3, 2009

Click here for a PDF of detailed survey responses for TurboTax.

Tax program name TurboTax – for Individual Consumer Use
Vendor name Intuit Inc.
Telephone

800-624-8384

E-mail address Submitted via TurboTax.com Web site
Web site

www.turbotax.com

Price on Federal 1040

$74.95

Is this an increase from last year? By how much?

No
Renewal price Same as price for new product
State price $39.95
State renewal price Same as price for new product
Pay-per-return pricing n/a – a TurboTax user can prepare and e-file up to five returns.
Additional cost for E-filed returns E-filing is for one federal 1040 is included in the base price. Additional federal e-filed returns are $19.95 each; state e-filed returns are $19.95 each.
Online version? Cost? Yes, $74.95 (same as desktop)
Support

Yes, via online chat, Live Community, knowledgebase search, and phone callback.

Toll-free telephone

Customers can schedule a callback from Technical Support via the TurboTax.com support page

Hours

Customers can schedule a callback from Technical Support via the TurboTax.com support page

E-mail support? No
IM/chat? Yes
Other? Please specify

Live Community and Online Support Knowledgebase

Do you offer organizers? No
Client letters No
Client portals No
Does your software integrate with other products?
Which ones?
Integrates with ProSeries Basic and ProSeries Professional
New features added to your software for this year Live Community and free Audit Support Center

Other comments:
Intuit has designed its ProSeries and Lacerte applications specifically to meet the needs of accounting and tax professionals. While some preparers may use TurboTax to prepare taxes for clients, Intuit encourages preparers with small practices to use ProSeries Basic, which is designed for entry-level preparers with primarily individual clients and a need for more guidance through preparation.

PROFESSIONAL DEVELOPMENT: EARLY CAREER

Making manager: The key to accelerating your career

Being promoted to manager is a key development in a young public accountant’s career. Here’s what CPAs need to learn to land that promotion.

PROFESSIONAL DEVELOPMENT: MIDDLE CAREER

Motivation and preparation can pave the path to CFO

CPAs in business and industry face intense competition to land a coveted CFO job. Learn how to best prepare yourself for the role.

PROFESSIONAL DEVELOPMENT: LATE CAREER

Second act: Consulting

CPAs are using experience to carve out late-career niches. Learn how to successfully make a late-career transition to consulting, from CPAs who have done it.