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- Computer Detailed Statements
- Taxpayer Database
- Diagnostic Report
- Name, Address & Envelope Labels
- Auto Fill
- Depletion
- Taxpayer Organizers
- Slip Sheets
- Integrated Form W-4 For Current Year
- 2-Year Tax Comparison
- Client Write-Up Bridge
- Electronic Mailbox
- Dated Estimated Tax Reminder Letters
- Paperless Office Cabinet
- Preprinted Proforma for Next Year
- Automatic System Backup
- Other
Included Extras
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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 allowances (Bonus depreciation)
calculations are available as well. The necessary federal forms are
calculated as well as any adjustment forms for states that do not
conform to 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 dispositions transactions including like-kind
exchanges, group sales, and partial dispositions. Assets are updated
from year to year as your clients are rolled forward, so data is
entered only once. Real-Time calculations are available on-screen
for your review, prior to processing the client.
Tax Practice
Manager
The Tax Practice Manager includes a
client data base, client invoicing and a client instruction letter.
The database allows you to pinpoint a specific client or groups of
clients with their tax data. Customized lists and correspondence can
be developed and printed. The Tax Practice Manager is so convient
that labels can be printed or you can print client addresses
directly on envelopes if you have a laser printer. Report options
are available to track billings, number of returns and type of
returns processed to keep your office running at peak performance.
You can bill clients by selecting a fee schedule, choose how many
pages to print of forms and schedules and print collated sets for
your specifications. This allows for complete file management. You
can even backup, renumber or delete client data files, and review
lists of clients and client data alphabetically or
numerically.
Laser
Forms
Taxworks takes pride in having the
best laser graphics on the market with a printout that is a near
exact facsimile of the actual tax form it represents. These laser
forms are the final professional touch your client will notice.
Real Time
Calculation
You can select the Flip(F3)
option to see any completed form on the screen before printing. The
on-screen format is an actual replica of the government form. This
allows you to progressively review data while in the preparation
process. The audit report notifies you of any potential problems
before printing the return.
Network
Compatibility
If you have a network, all
station users may have total system capabilities at the same
time--at no extra cost! All workstations may have unique settings.
Multi-State Processing
If
you do multi-state returns, Taxworks is a must. The CD-ROM gives you
access to all state packages. One return can be processed with up to
42 states at one time. Taxes paid in Non-resident states show up as
credits on Resident returns.
Paperless
Office
Save client tax returns in PDF
format. Don't print a paper copy to fill your file cabinet. Archive
client information using TaxWorks Paperless Office. You can even
email returns and organizers!
And much
more...
With customized detailed Taxpayer
Organizers and preprinted proformas; full documentation as well as
on-screen help; adjust your clients W-4 and print with just the
check of a box. Use Taxworks Multiple Year Analysis to project how
your clients income will be taxed in future
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