AN UNBEATABLE SOFTWARE PACKAGE
The features that make tax preparation quick and easy.
TaxWorks' special features will make your tax practice unbeatable. TaxWorks offers
state-of-the-art electronic filing and financial products, tax planning software,
per unit processing, the RedGear Accounting package, a convenient tax guide, online
training material and full conversions from many of our competitors' software packages.
Features of our Professional Tax Software include:
Included in Every TaxWorks Tax Systems
Tired of being overcharged and "nickel and dimed" by your current tax software provider?
Maybe it's time to look into TaxWorks, a full-feature tax preparation software,
TaxWorks includes:
Toll-Free Support
Multi-State Processing
Fixed Asset Manager
Free Electronic Filing
Network Compatibility
E-mail Capability for Returns/Organizers
Real-time Calculations
Financial Reports (Educational and Retirement)
Taxpayer Organizers Powerful Hover & Flip
Zip Code Library
Tax Practice Manager
Client Instruction Letter
Detailed Client Invoice
Employer Library Schedule
K-1 for Each Beneficiary
Preprinted Proformas for Next Year
Detail Statements
Taxpayer Database
Diagnostic Reports
Name, Address & Envelope Labels
Slip Sheets
Electronic Mailbox
State Forms & Pubs
Auto-Fill Library
Depletion
W-4 Generator
2-Year Tax Comparison
Dated Estimated Tax Reminder Letters
Automatic System Backup
Appointment Scheduler
Built-in Audit Statements
Wide Variety of Reports
Forms Library
Internet Support
On-Screen Helps
Federal Forms & Pubs
Other Included Extras
Real-Time Calculation
Select Flip to view the completed form on screen before printing. View calculation
results real-time while entering tax data.
Free World-Class E-File
TaxWorks offers proven, accurate, free electronic filing for individual, business
and state returns. TaxWorks' online E-File Center allows you to view and print refund
checks from any location with an Internet connection.
Fixed Asset Manager
The Asset Manager is a powerful tool that will handle all of your fixed asset needs.
There are more than 60 methods available to calculate depreciation. Section 179
expenses and special depreciation allowance (bonus depreciation) calculations are
also available.
The necessary federal forms are calculated as well as any adjustment forms for states
that do not conform to the federal depreciation rules. Detailed vehicle expense
entries are available and an auto expense worksheet shows where the vehicle expenses
are reported on the tax return. The Asset Manager handles many complex disposition
transactions, including like-kind exchanges, group sales and partial dispositions.
Assets are updated from year to year as clients are rolled forward, so data is entered
only once. Real-time calculations are available on-screen for review, prior to processing
the client. Click to view demo
Robust Client Management
Client Management includes a client database, instruction letters, reports and more.
The database allows you to pinpoint a specific client or group of clients based
on tax data. Customized lists and correspondence can be developed and printed.
Client Management allows you to print labels, or you can print client addresses
directly on envelopes. Report options are available to track billing, the number
of returns, and type of returns processed, which allow you to keep your office running
at peak performance. Bill clients by selecting a fee schedule. Choose how many pages
to print for specific forms and schedules and print collated sets per your specifications.
Backup, renumber or delete client data files. Review lists of clients and client
data alphabetically or numerically. It's all there and much more!
Multi-State Processing
If you prepare multi-state returns, TaxWorks is a must. You have access to all individual
and business state packages. A return can be processed with up to 42 states at one
time. Taxes paid in nonresident states show up as credits on resident returns.
Time Saving Features
TaxWorks, professional tax software, offers many features designed to make tax preaparation
quick and easy. Some of these features include:
The "Hover" feature - allows you to view prior year information and import it directly
into the current year's return. No need to work with last year's tax software.
Tick Mark on Output Panes - indicates amounts were reviewed. Have confidence knowing
the form passed preparer requirements.
Speed-Entry Screens - reduce keystrokes saving you preparation time and improving
accuracy for tax preparers and seasonal employees.
Quick EF Lookup - is a hotkey that links to a screen displaying e-file status and
detailed bank information.
Client Selection Screen - gives you the flexibility to customize the appearance
of the Client Selection Screen. Choose from over 60 pieces of information you want
displayed.
New for 2011, TaxWorks integrates with signature pads and scanners saving time and
adding convenience for your clients. Get discounts on scanners and signature pads
through
Zones
Network Compatibility
If you have a network, all workstation users can have complete system access at
the same time, at no extra cost! Each workstation user may have unique settings.
Toll-Free Support
Contact our friendly, knowledgable customer support representatives with problems
and concerns. It's toll-free and you don't have to wait for hours.
Financial Products
TaxWorks offers financial products that are good for you and your clients.
Click here for more information on RedGear
Financial Products.
RedGear Accounting
Now more than ever, RedGear offers the easiest-to-use, full-feature tax and accounting
solutions without the full-feature price. RedGear is excited to team with CYMA to
offer a fully-integrated, sophisticated accounting software solution.
Some of the features and benefits of RedGear Accounting include:
Single User System Manager—Unlimited Companies
After-The-Fact Cash Disbursements & Receipts
After-The-Fact Payroll with Complete Payroll Reporting
General Ledger with Financial Reporting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Integration with RedGear Tax Products
Training and Support
Upgrades and Additional Products
CYMA received a 4.75 rating from The CPA Technology Advisor
Click here for detailed information about RedGear
Accounting.
System Requirements
The following are hardware requirements and suggestions when running our program:
