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          
ATX 5.4% 7.1% 4.6% 13.1% 7.1%
Drake Software 21.2% 17.4% 19.7% 9.1% 10.8%
GoSystem Tax RS 0.0% 0.0% 0.0% 20.6% 2.8%
Lacerte 0.6% 6.7% 0.5% 22.6% 5.3%
ProSeries 4.3% 7.5% 4.0% 9.1% 7.8%
ProSystem fx Tax 1.5% 13.6% 0.4% 25.5% 5.2%
Tax Software for the Professional 0.0% 0.0% 0.0% 0.0% 0.0%
TaxACT Preparer's Edition 0.0% 0.0% 0.0% 18.2% 6.0%
TaxSlayer Pro 20.0% 4.0% 20.0% 0.0% 0.0%
Taxware Tax Preparation 9.0% 14.0% 10.0% 5.0% 12.0%
TaxWise 10.5% 11.8% 10.5% 15.8% 51.0%
TaxWorks 0.0% 0.0% 0.0% 6.3% 7.5%
UltraTax CS 1.8% 2.4% 1.4% 26.8% 3.9%
Average 5.7% 6.5% 5.5% 13.2% 9.2%

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IRS sets start date for tax season

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