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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%

NEWS

IRS sets start date for tax season

The IRS announced that tax season will start in late January and that it will issue refunds to taxpayers despite the partial shutdown of the federal government.

PODCAST

Why CPAs can’t wait on automation tools

What do accounting firms waiting on others to develop AI, automation, and data analytics tools have in common with a baseball fan sitting in a stadium filling with water at an exponential rate? The answer could determine your firm’s fate.