zaro_ex3
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Exhibit 3: How Users Rate Electronic Filing | ||||||||||||
Percentage offering electronic filing | Percentage charging for e-filing | |||||||||||
Vendor | Tax program | This year | Last year | Percentageof federalreturns e-filed | This year | Last year | Percentage offering bank products to clients as part of e-filing service | Additional cost for e-filing software | Additional cost per filed return | Direct filing or service bureau? | State return e-filed? | |
![]() | 2nd Story Software | TaxACT | 96 | 67 | 60 | 79 | 60 | 4 | Included | Up to $7.95 per return depending on volume; $350 for unlimited federal filings | Service bureau | Yes |
![]() | ATX Forms | Max, Saber | 79 | 67 | 59 | 41 | 37 | 5 | None | $5 for federal and state filings; $100 for unlimited | Service bureau | Yes |
![]() | CCH | ProSystem fx | 81 | 73 | 76 | 36 | 26 | 0 | Varies | $50 state license fee ($1 per return); $100 all state license fees ($1 per return) | Direct | Yes |
![]() | Creative Solutions | UltraTax | 89 | 85 | 55 | 48 | 46 | 7 | None | $2 federal returns; $1 state; unlimited available | Both | Yes |
![]() | Drake Software | Drake Tax Solution | 96 | 94 | 80 | 21 | 18 | 38 | None | No charge | Both | Yes |
![]() | Dunphy Systems | 1040 Professional Tax Prep | 85 | 75 | 54 | 47 | 57 | 11 | $99 | $5 per return | Both | Yes |
![]() | Intuit | ProSeries | 86 | 77 | 59 | 51 | 52 | 14 | None | Unlimited federal returns $750, $3 per return; unlimited state returns $400, $2 per return | Filing through Intuit | Yes |
![]() | Lacerte Software | Lacerte 1040 Tax Software | 85 | 76 | 54 | 53 | 48 | 2 | None | $2 per federal and $2 per state; $1,000 maximum | Service bureau | Yes |
![]() | Laser Systems | TaxWorks | 95 | 90 | 59 | 65 | 63 | 29 | Included | $1 to $5 based on volume | Service bureau | Yes |
![]() | Micro Vision Software | Tax Relief 1040 for Windows | 82 | 69 | 42 | 72 | 63 | 10 | $195; $495 for unlimited use | $1.50 per return | Direct | Yes |
![]() | Orrtax Software | IntelliTax | 100 | 100 | 64 | 41 | 41 | 41 | Included | Up to $8 per return | Service bureau on-site | Yes |
![]() | Rhodes Financial Services | Tax Slayer | 100 | 94 | 66 | 41 | 53 | 44 | None | $1 to $6 based on volume | Both | Yes |
![]() | Tax$imple | Tax$imple | 82 | 47 | 33 | 57 | 75 | 12 | Yes | Yes | Both | Yes |
![]() | Universal Tax Systems | TaxWise | 95 | 90 | 74 | 37 | 30 | 29 | None | Yes | Both | Yes |
Averages | 89 | 79 | 60 | 49 | 48 | 18 |