Yes, TaxWorks allows easy, online conversion from other software packages. Convert returns online here.

Yes, TaxWorks has a fully integrated utility to email a pdf copy of any tax return to your client. After preparing and reviewing the return, click the Adv. Tab. Check the email box, select the return set you wish to email and click the Start Job button. All returns are encrypted and password protected.

Yes, TaxWorks imports information from Excel into the schedules inside client returns. While in a simple or super grid, select the Tools menu and then Import Excel spreadsheet.

Yes, TaxWorks includes a security feature that allows you to create secure folders, limit access to manage reports, invoices settings, etc. Refer to the Security section of the Reference Manual for complete details.

Yes, TaxWorks includes a Form Filler library containing thousands of tax forms and a typewriter feature that allows you to enter data and print less common tax forms. Select Forms on the menu bar and then Form Filler to access this feature.

Yes, TaxWorks includes a Client Management tool that allows you to build many unique reports. Simply click the "Mgmt" button, select Reports, and you are on your way to creating a myriad of reports! Refer to the Management Reports section of the Reference Manual for complete details.

Yes. To access the Apportionment Grid, right click with the mouse on any input screen and select Apportionment. TaxWorks will automatically assess any taxes from secondary states in the appropriate field. Refer to page 274 in your user manual for detailed information about the apportionment grid.

Yes, TaxWorks can import K-1s from 1041, 1065 and 1120S systems into a 1040 return. While in the 1040 return select the K-1 Received form. Click the Import K-1 button and select the K-1 you wish to import.

Many of you commented in our End-of-Season Software Survey that the “Remember my login information on this computer” (while logging into the E-File Center) did not remember the login. Typically, this is related to how your computer system handles “cookies”. To get this feature to work properly, run through the following steps:

- Open Internet Explorer.
- Click the Tools menu and select Internet Options.
- On the General tab, click the Delete Cookies button, and click OK.
- Click the Content tab, and click the AutoComplete button.
- Check the Use AutoComplete for Web addresses and User names and passwords on forms boxes.
- The “Remember my login information on this computer” should now work.

Yes, TaxWorks has developed a PUP, Per Unit Processing system, allowing you to pay as you go. Contact your sales representative for more information on this feature.