FAQs - Individual Income Tax

How do I select a software product?

Tax preparers should ask the following questions before selecting a software company:

  • Does the software support all of the forms and schedules that are pertinent to your clients?
  • Is the help desk available and responsive to your questions?
  • Can you maneuver through the software easily?
  • Do you have to pay extra for the state product?
  • Do you have to pay extra for the school district product?
  • Is the cost of e-filing the federal return included in the cost of the software?
  • Is the cost of e-filing the state return included in the cost of the software?
  • Is the cost of e-filing the school district return included in the cost of the software?
  • Do you need software, other than the tax preparation software, to file electronically?
  • Is the equipment that you have currently (computer, monitor, printer, modem connection) sufficient for the software or will you need to upgrade?