| |  Filing Statistics |
| Products respondents used, switched to and their future plans | | Tax program | 0–50 | 51–100 | 101–200 | 201–500 | 501–1,000 | 1,001–2,000 | 2,001–5,000 | 5,001–10,000 | 10,000+ | | ATX MAX | 21.9% | 19.9% | 27.4% | 24.0% | 5.5% | 1.4% | 0.0% | 0.0% | 0.0% | | Drake Software | 11.1% | 12.7% | 17.5% | 31.7% | 17.5% | 7.9% | 0.0% | 1.6% | 0.0% | | GoSystem Tax RS | 26.3% | 15.0% | 13.8% | 17.5% | 12.5% | 3.8% | 3.8% | 5.0% | 2.5% | | Lacerte Tax | 8.9% | 8.4% | 14.8% | 34.0% | 19.5% | 9.7% | 4.1% | 0.0% | 0.2% | | ProSeries Professional | 17.5% | 11.6% | 21.9% | 29.7% | 15.9% | 3.1% | 0.3% | 0.0% | 0.0% | | ProSystem fx Tax | 7.3% | 8.6% | 10.7% | 26.6% | 21.0% | 14.7% | 10.1% | 1.0% | 0.2% | | TaxACT Preparer’s Edition | 66.7% | 22.2% | 11.1% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | | TaxWise | 8.3% | 16.7% | 4.2% | 33.3% | 29.2% | 4.2% | 0.0% | 0.0% | 4.2% | | TaxWorks | 5.9% | 2.9% | 17.6% | 44.1% | 14.7% | 14.7% | 0.0% | 0.0% | 0.0% | | UltraTax CS | 4.15 | 7.2% | 12.1% | 34.2% | 23.4% | 14.4% | 4.1% | 0.5% | 0.0% | |
| | What proportion was for individuals? |
| | | Tax program | 0% | 1%–20% | 21%–50% | 51%–70% | 71%–90% | 91%–100% | | ATX MAX | 0.0% | 0.7% | 5.5% | 20.7% | 51.0% | 22.1% | | Drake Software | 0.0% | 0.0% | 3.3% | 19.7% | 70.5% | 6.6% | | GoSystem Tax RS | 14.1% | 11.5% | 33.3% | 12.8% | 19.2% | 9.0% | | Lacerte Tax | 0.0% | 1.5% | 9.6% | 33.3% | 50.6% | 5.0% | | ProSeries Professional | 0.0% | 0.6% | 9.7% | 23.6% | 51.8% | 14.2% | | ProSystem fx Tax | 0.8% | 3.7% | 20.3% | 38.9% | 32.0% | 4.2% | | TaxACT Preparer’s Edition | 0.0% | 0.0% | 0.0% | 11.5% | 26.9% | 61.5% | | TaxWise | 0.0% | 0.0% | 4.2% | 12.5% | 54.2% | 29.2% | | TaxWorks | 0.0% | 3.0% | 9.1% | 30.3% | 57.6% | 0.0% | | UltraTax CS | 0.5% | 1.3% | 12.2% | 37.8% | 45.8% | 2.3% | |
| | What proportion was for business? |
| | | Tax program | 0% | 1%–20% | 21%–50% | 51%–70% | 71%–90% | 91%–100% | | ATX MAX | 9.7% | 44.1% | 44.1% | 0.7% | 0.7% | 0.7% | | Drake Software | 1.6% | 49.2% | 49.2% | 0.0% | 0.0% | 0.0% | | GoSystem Tax RS | 5.1% | 15.4% | 34.6% | 15.4% | 15.4% | 14.1% | | Lacerte Tax | 1.8% | 34.0% | 58.0% | 3.5% | 2.0% | 0.6% | | ProSeries Professional | 5.85 | 40.1% | 48.9% | 4.2% | 1.0% | 0.0% | | ProSystem fx Tax | 2.0% | 20.0% | 62.6% | 7.7% | 6.2% | 1.5% | | TaxACT Preparer’s Edition | 38.5% | 46.2% | 15.4% | 0.0% | 0.0% | 0.0% | | TaxWise | 20.8% | 54.2% | 20.8% | 4.2% | 0.0% | 0.0% | | TaxWorks | 0.0% | 36.4% | 57.6% | 3.0% | 3.0% | 0.0% | | UltraTax CS | 1.0% | 27.6% | 62.5% | 6.3% | 2.1% | 0.5% | |
| | How many federal returns did your firm file? |
| | | Tax program | 0 | 1–50 | 51–100 | 101–200 | 201–500 | 501–1,000 | 1,001–2,000 | 2,001–5,000 | 5,001–10,000 | 10,000+ | | ATX MAX | 0.0% | 24.0% | 24.7% | 25.3% | 20.5% | 4.1% | 1.4% | 0.0% | 0.0% | 0.0% | | Drake Software | 0.0% | 11.1% | 15.9% | 15.9% | 30.2% | 17.5% | 7.9% | 0.0% | 1.6% | 0.0% | | GoSystem Tax RS | 0.0% | 31.3% | 16.3% | 11.3% | 16.3% | 10.0% | 5.0% | 5.0% | 2.5% | 2.5% | | Lacerte Tax | 0.5% | 9.7% | 13.2% | 14.5% | 32.9% | 17.2% | 9.3% | 2.7% | 0.0% | 0.0% | | ProSeries Professional | 0.0% | 17.5% | 17.2% | 20.3% | 29.1% | 13.1% | 2.8% | 0.0% | 0.0% | 0.0% | | ProSystem fx Tax | 0.2% | 8.1% | 15.0% | 10.1% | 25.6% | 19.5% | 12.5% | 8.9% | 0.2% | 0.0% | | TaxACT Preparer’s Edition | 3.7% | 66.7% | 18.5% | 11.1% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | | TaxWise | 0.0% | 12.5% | 20.8% | 4.2% | 45.8% | 16.7% | 0.0% | 0.0% | 0.0% | 0.0% | | TaxWorks | 0.0% | 5.95 | 11.8% | 14.7% | 41.2% | 11.8% | 14.7% | 0.0% | 0.0% | 0.0% | | UltraTax CS | 0.0% | 5.1% | 14.1% | 10.8% | 33.9% | 20.6% | 11.8% | 0.3% | 0.3% | 0.0% | |
| | How many state returns did your firm file? |
| | | Tax program | 0 | 1–50 | 51–100 | 101–200 | 201–500 | 501–1,000 | 1,001–2,000 | 2,001–5,000 | 5,001–10,000 | 10,000+ | | ATX MAX | 3.4% | 36.3% | 17.1% | 22.6% | 16.4% | 3.4% | 0.7% | 0.0% | 0.0% | 0.0% | | Drake Software | 0.0% | 19.0% | 14.3% | 17.5% | 25.4% | 14.3% | 7.9% | 0.0% | 1.6% | 0.0% | | GoSystem Tax RS | 1.3% | 32.5% | 12.5% | 12.5% | 16.3% | 11.3% | 2.5% | 5.0% | 3.8% | 2.5% | | Lacerte Tax | 1.1% | 21.3% | 8.8% | 13.4% | 29.5% | 15.7% | 8.1% | 2.1% | 0.0% | 0.0% | | ProSeries Professional | 1.9% | 32.5% | 12.5% | 17.2% | 24.7% | 8.4% | 2.8% | 0.0% | 0.0% | 0.0% | | ProSystem fx Tax | 1.3% | 14.7% | 9.6% | 12.2% | 24.3% | 17.8% | 12.0% | 7.9% | 0.2% | 0.0% | | TaxACT Preparer’s Edition | 14.8% | 59.3% | 14.8% | 11.1% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | | TaxWise | 4.2% | 16.7% | 20.8% | 0.0% | 37.5% | 16.7% | 4.2% | 0.0% | 0.0% | 0.0% | | TaxWorks | 0.0% | 29.4% | 2.9% | 11.8% | 32.4% | 11.8% | 11.8% | 0.0% | 0.0% | 0.0% | | UltraTax CS | 1.3% | 16.2% | 9.3% | 11.3% | 31.9% | 17.2% | 9.8% | 2.6% | 0.5% | 0.0% | |
| | Electronic filing of tax returns |
| | | Tax program | Percentage of federal returns e-filed this year | Percentage of federal returns e-filed last year | Percentage of state returns e-filed this year | Percentage of state returns e-filed last year | | ATX MAX | 61.1% | 47.2% | 55.2% | 44.1% | | Drake Software | 68.3% | 57.5% | 65.1% | 54.3% | | GoSystem Tax RS | 22.1% | 13.4% | 20.1% | 13.9% | | Lacerte Tax | 54.4% | 44.2% | 47.2% | 37.4% | | ProSeries Professional | 48.3% | 36.3% | 40.5% | 31.2% | | ProSystem fx Tax | 49.7% | 38.1% | 40.7% | 31.1% | | TaxACT Preparer’s Edition | 56.9% | 36.7% | 48.3% | 35.3% | | TaxWise | 77.5% | 67.5% | 66.1% | 58.5% | | TaxWorks | 62.5% | 48.9% | 51.5% | 41.5% | | UltraTax CS | 54.0% | 42.7% | 47.8% | 38.4% | | Average | 55.5% | 43.3% | 48.3% | 38.6% | |
