| ATX | Drake Software | GoSystem Tax RS | Lacerte | ProSeries | ProSystem fx Tax | Tax Software for the Professional | TaxACT Preparer’s Edition | TaxSlayer Pro | Taxware Tax Preparation | TaxWise | TaxWorks | UltraTax CS |
Product prices | | | | | | | | | | | | | |
1040 | ATX’s 1040: $375 ATX’s 1040 Office: $575 MAX: $985 | $995–$1,395 | Starts at $2,500 | $2,140 | Starts at $949 | $2,975 | $849 | $99 | $995 | $1,250 | A la carte: $695 ProFiling: $1,112 Power: $2,295 | $1,095 | $2,00 |
1040 renewal | Early renewal discount ended May 31 | $995–$1,395 | Starts at $2,500 | $1,819 | A three–year price lock for early renewal ended June 30 | Call for details | $699 | $79 | $750 | $1,250 | A la carte: $556 ProFiling: $896 Power: $1,836 | $995 | $1,700 |
State package | ATX’s 1040: 3 states free ATX’s 1040 Office: Free MAX: Free
| Free | Included | $235–$340 | $249–$349 | $315–$755 | $319–$379/first two states; after that, $50/state | $12.95/state; $51.80/all | Free | Free | A la carte: $295/1–5 states; $695/all states. ProFiling: Free Power: Free | $345 | $200–$300 |
State renewal | Same | Same | Same | $19–$289 | Same | Call for details | Same | Same | Same | Same | A la carte: 1–5 states; $556/all states. ProFiling: Free Power: Free | $200 | Same |
Additional fee for laser package | No | No | No | No | No | No | No | Laser package unavailable | No | No | No | No | No |
Per-return pricing | Separate product, PRS, allows 10 e–files for $150 | $10/return | No | 1040 and one state: $22; business, trust, estate and one state: $40; gift tax, employee benefits and one state: $30 | $15/1040; $11/ state | $27 | No | No | No | No | $100 fee ($300 nonrefundable deposit against $15/return) | $15/return ($400 deposit) | $16/1040; $9/ state |
Additional cost for electronic filing software | No | No | No | No | No | $100 | $99–$499 | No | No | No | No | No | No |
Additional cost per electronic filed return | No | No | $5/1040; $2/state | $2/1040; $2/state; $950/unlimited | $3/1040; $2/state; $250/unlimited | $3/return; $1,000/unlimited | $1–$5/return; free for direct filers | Starting at $7.95/1040; $3.50/state. Free after 100th return. $350/unlimited 1040; $150/unlimited state. | No | No | A la carte:$4/1040, $1/state ProFiling: $1/1040, $.50/state Power: Free | Varies on volume | $2/1040; $1/state; $1,000/unlimited |
Conversion package available | Yes | Yes | Yes | Yes | Yes | Yes | No | No | Yes | Some | Yes | Yes | Yes |
Cost of conversion package | Free | Free | $10/return | Free | Free | Free | | | Call for details | Free | Free | Free | Free |
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| ATX | Drake Software | GoSystem Tax RS | Lacerte | ProSeries | ProSystem fx Tax | Tax Software for the Professional | TaxACT Preparer’s Edition | TaxSlayer Pro | Taxware Tax Preparation | TaxWise | TaxWorks | UltraTax CS |
Filing | | | | | | | | | | | | | |
Do you provide direct filing (DF), service bureau (SB) or both? | Both | Both | DF | SB | DF | Both | Yes | SB | Both | Both | Both | SB | Both |
Can you electronically file state returns? | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
Do you allow for electronic signature? | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
Market | | | | | | | | | | | | | |
Number of individual users of 2004 package | 50,000+ | No charge for multiuser capability | 75,000 | No charge for multiuser capability | No charge for multiuser capability | N/A | N/A | N/A | 7,200 | Variable | 75,000 | N/A | 81,000 |
Number of firms using product | N/A | 18,530 | N/A | 40,293 | 55,593 | 20,000+ | N/A | N/A | 3,500 | Variable | 25,000 | About 4,000 | 19,000 |
Percentage of renewals from 2003 package | About 90% | 96% | 99.5% | 93.62% | 85.955 | 96% | N/A | N/A | 98% | 96% | 96% | 93% | 95%+ |
Number of years in business | 13 | 28 | 40 | 27 | 22 | 40+ | 21 | 8 | 41 | 25 | 20 | 33 | 26 |
Support | | | | | | | | | | | | | |
Toll-free number for support | Yes | No | Yes | Yes | Yes | Yes | No | No | No | Yes | Yes | Yes | Yes |
Days and hours (Eastern time) support available during tax season | M-F 8–midnight; Sat. 9–5 | M-F 8-10; Sat. 8-6 | M-F 9-8; Sat. 10-6; Sun. 11-5 | M-F 6-6; Sat. 7-2; Sun. 9-2; 24 hours last week of tax season | M-F 7:30–9; Sat. 10-5; Sun. 12-5; 24 hours last week of tax season | M-F 8:30-9:30; Sat. 9-8 Sun. in April 10-6; 24 hours last week of tax season | M-F 8-6; Sat. 9-1 | M-F 9-10; Sat. 9-6 | M-F 8-11; Sat. 8-9; Sun. 1-6 | M-F 9-9; Sat. 11-3 | M-F 8:30-midnight; Sat. 8-5; Sun. 1-5 | M-F 7-8; Sat. 7-4 | M-F 9-10; Sat. 9-6; selected Sun. |
Days/hours support available during off-season | M-F 8-10; Sat. 9-5 | M-F 8-9; Sat. 9-5 | M-F 9-8 | M-F 16-5 | M-F 9-8 | M-F 9-8; selected Sat. 9–6 | M-F 9-5 | M-F 9-6 | M-F 8:30–4:30 | M-F 11-8 | M-F 8:30–5:30 | M-F 8-5 | M-F 9-8 |
Number of tax-season support staff | 200+ | 200+ | 24 (for 1040 only) | 500 | 500+ | 450+ | Varies | 75 | 35 | Varies | 300 | 50 | 100+ |
Online support | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
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| ATX | Drake Software | GoSystem Tax RS | Lacerte | ProSeries | ProSystem fx Tax | Tax Software for the Professional | TaxACT Preparer’s Edition | TaxSlayer Pro | Taxware Tax Preparation | TaxWise | TaxWorks | UltraTax CS |
Technology | | | | | | | | | | | | | |
What operating system(s) does product run on? | Windows 98 and above | Windows 98, 2000, ME, XP, NT (4.0 or higher) | Windows XP | Windows 98, 2000, ME, NT, XP | Windows 98, ME, 2000, XP Pro or Home, NT | Windows 98, 2000, ME, NT Workstation ver. 4.0, XP Pro, MDAC ver. 2.6 | Windows 3.1, 95, 98, ME, 2000, XP, 2003 Server, DOS 3.1 or higher | Windows 95, 98, ME, 2000, XP | Windows 98SE, ME, 2000, NT, XP | Windows 98, 2000, XP | Windows 2000 or later | Windows 2000, XP | Windows 98SE, 2000 Professional SP2, XP Pro, 2003 Server |
Recommended operating system | Windows 98 and above | Windows XP | Windows XP | Same | Windows 2000, XP Professional or Home | Windows XP | Windows XP | Any of the above | Windows XP Pro | Windows XP, 2000 | Windows 2000 or later | Windows XP | Windows XP, 2003 Server |
Program size in Mb | 350 Mb | 87 Mb without states; 233 Mb with states | 226 Mb with 1040 only | 38 Mb for 1040 and operation files; 12 Mb for 1040; and 26 Mb for global program | 650 Mb | 100 Mb | 5 Mb | 30 Mb | 150 Mb | 65 Mb | 8.13 Mb | 80 Mb | 30 Mb |
Minimum RAM recommended | 128 Mb | 64 Mb for Windows 95, 98, 2000, or NT; 128 Mb for ME or XP | 256 Mb | 256 Mb for all but XP, which uses 512 Mb | 128 Mb | 256 Mb | 640 K | 16 Mb | 128 Mb | 256 Mb | 128 Mb | 128 Mb minimum, 256 Mb recommended | 128 Mb minimum, 256 Mb recommended |
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| ATX | Drake Software | GoSystem Tax RS | Lacerte | ProSeries | ProSystem fx Tax | Tax Software for the Professional | TaxACT Preparer’s Edition | TaxSlayer Pro | Taxware Tax Preparation | TaxWise | TaxWorks | UltraTax CS |
Display and data | | | | | | | | | | |
IRS data displayed on-screen | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | No; link to IRS sites provided |
Vendor data displayed on-screen | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Both vendor and IRS | Yes |
Batch processing | Yes | Yes | Yes | Yes | Yes | Yes | No | No | Yes | Yes | Yes | Yes | Yes |
Heads-down data entry | No | Yes | Yes | Yes | Yes | Yes | No | No | Yes | Yes | Yes | Yes | Yes |
Program management tools | | | | | | | | | | |
Reports | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
Organizers | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
Labels | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
Client letters | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
Scheduling program | No | Yes | No | Yes | No | Yes | No | No | No | No | Yes | Yes | Yes |
Other packages available | | | | | | | | | | |
Online tax-preparation option | No | Yes | Yes | No | No | Yes | No | No | Yes | No | No | No | Yes |
State packages | Yes | Yes | Yes | Yes | Yes | Yes | No | Yes | Yes | Yes | Yes | Yes | Yes |
Multistate package | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | No |
| | | | | | | | | | | | | |
| ATX | Drake Software | GoSystem Tax RS | Lacerte | ProSeries | ProSystem fx Tax | Tax Software for the Professional | TaxACT Preparer’s Edition | TaxSlayer Pro | Taxware Tax Preparation | TaxWise | TaxWorks | UltraTax CS |
Does your product include the following? | | | | | | | | | | |
1120 | Yes | Yes | Yes | Yes | Yes | Yes | Yes | No | Yes | Yes | Yes | Yes | Yes |
Included in price of 1040 | ATX’s 1040: No ATX’s 1040 Office: No MAX: Yes | Yes | Yes | No | No | No | Yes | | No | No | Yes, with Executive and Power | No | No |
1120S | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
Included in price of 1040 | ATX’s 1040: No ATX’s 1040 Office: No MAX: Yes | Yes | Yes | No | No | No | No | No | Yes | No | Yes, with Executive and Power | No | No, included in price of 1120 |
1065 | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
Included in price of 1040 | ATX’s 1040: No ATX’s 1040 Office: No MAX: Yes | Yes | Yes | No | No | No | No | No | Yes | No | Yes, with Executive and Power | No | No |
1041 | Yes | Yes | Yes | Yes | Yes | Yes | No | No | Yes | Yes | Yes | Yes | Yes |
Included in price of 1040 | ATX’s 1040: No ATX’s 1040 Office: No MAX: Yes | Yes | Yes | No | No | No | | | Yes | No | Yes, with Executive and Power | No | No |
990 | Yes | Yes | Yes | Yes | Yes | Yes | No | No | Yes | Yes | Yes | Yes | Yes |
Included in price of 1040 | ATX’s 1040: No ATX’s 1040 Office: No MAX: Yes | Yes | Yes | No | No | No | | | Yes | No | Yes, with Executive and Power | No | No |
706 | Yes | Yes | Yes | Yes | Yes | Yes | No | No | No | Yes | Yes | Yes | Yes |
Included in price of 1040 | No | Yes | Yes | No | No | No | | | | No | Yes, with Executive and Power | No | No |
709 | Yes | Yes | Yes | Yes | Yes | Yes | Yes | No | No | Yes | Yes | Yes | Yes |
Included in price of 1040 | ATX’s 1040: No ATX’s 1040 Office: No MAX: Yes | Yes | Yes | No | No | No | No | | | No | Yes, with Executive and Power | No | No |
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| ATX | Drake Software | GoSystem Tax RS | Lacerte | ProSeries | ProSystem fx Tax | Tax Software for the Professional | TaxACT Preparer’s Edition | TaxSlayer Pro | Taxware Tax Preparation | TaxWise | TaxWorks | UltraTax CS |
State support | | | | | | | | | | | | | |
| All states supported | All states supported | All states supported | All states supported | All states supported | All states supported | States not supported: Ala., Ariz., Calif., Colo., Del., District of Columbia, Hawaii, Idaho, Maine, Md., Mont., N.H., N.D., R.I., Utah, Vt., Wis. | States not supported: Ark., Fla., Nev., S.D., Tenn., Texas, Wash., Wyo. | All states supported | State not supported: Vt. | All states supported | In Ariz. only the business return not included | All states supported |