Walters Kluwer ATX - still happy after all these years!
Pros
- Calculation/preparation of personal tax return for individuals.
- Calculation/preparation of small business tax returns, i.e., Schedule C for individual bus owners.
- Electronic transmission of completed tax return to IRS and applicable states.
- Preparation of summary letter and billing to tax clientele.
- Modeling of pro forma tax results for succeeding years and prep of estimated tax payments needed.
Cons
- The preparation of the summary letter of the tax return module is a bit clunky but usable.
- The preparation of the next year's quarterly estimates module, while automatic, is a bit clunky to override with more specific info versus what is automatically populated from the current year's return.
- The print feature can be a little cumbersome getting to work on a local printer, resulting in some printing issues.
Alternatives Considered
Intuit TurboTax
Other Software Used
Microsoft Excel, Azure Bing Search, Microsoft 365