| |  Filing
Statistics |
| Products
respondents used, switched to and their
future plans |
| Tax program
| 050 |
51100 |
101200 |
201500 |
5011,000 |
1,0012,000 |
2,0015,000 |
5,00110,000 |
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 Preparers
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 Preparers 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 Preparers 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 |
150 |
51100 |
101200 |
201500 |
5011,000 |
1,0012,000 |
2,0015,000 |
5,00110,000 |
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
Preparers 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 |
150 |
51100 |
101200 |
201500 |
5011,000 |
1,0012,000 |
2,0015,000 |
5,00110,000 |
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 Preparers
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 Preparers
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% |
|
Solving the lease accounting challenge
Tackling TCJA changes this tax season