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  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%

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