zaro_ex5


Exhibit 5: Special Client Services
  Percentage offering tax-refund advances Percentage of filings that included such advances Percentage that planned to offer that service next year Percentage that offered online organizers this year Percentage of clients that used them
Tax program          
Drake Software 11.8% 6.0% 11.8% 17.6% 60.0%
GoSystem Tax RS 0.0% N/A 0.0% 14.3% 4.7%
Lacerte 0.2% 10.0% 0.3% 27.0% 15.6%
Max Plus 9.1% 12.0% 13.6% 20.5% 9.8%
ProSeries 3.4% 3.3% 2.7% 13.0% 23.7%
ProSystem fx Tax 0.6% 2.0% 1.1% 28.3% 13.7%
TaxWise 8.3% 15.0% 8.3% 8.3% 1.0%
TaxWorks 10.3% 3.0% 10.3% 14.3% 4.0%
UltraTax 1.8% 6.3% 2.0% 28.6% 11.5%
Average 5.1% 6.4% 5.6% 19.1% 16.0%

FEATURE

Maximizing the higher education tax credits

A counterintuitive strategy can save taxes by including otherwise excludable scholarships in gross income.

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