Skip to main content
Level 2
November 10, 2021
Solved

Choosing Tax Software

  • November 10, 2021
  • 2 replies
  • 22 views

I am looking into purchasing one of the Intuit Tax Products.  I only prepare a small number of returns but I have 1 Form 1120 with 20 state tax returns.  Also a large number of fixed assets for depreciation.  What do you recommend?

This topic has been closed for replies.
Best answer by George4Tacks

https://proconnect.intuit.com/community/form-1040/help/comparing-lacerte-and-proseries-and-proconnect-tax-online/00/4588 shows a comparison of features. 

The 20 states is most cheaply done with the Online Software, but I fear the interface might be time costly. You can give it a free test drive - do everything except print or efile - by looking at the forms in Check Return. https://proconnect.intuit.com/tax-online/ You can log onto the software with the user name and password you used to get here. The cost advantage is 1 state or 20 states - same price (Notice that they have a "sale" on now)

2 replies

Level 15
November 10, 2021

Nobody can give you a legitimate recommendation based on the minimal information that you gave us.  For example:

  • Why do you want to change software?
  • Why do you want Intuit software?
  • How many returns do you do?
  • What software are you using now, and what have you used in the past?
  • Do you like forms-based data entry?  Worksheet-based?  Something else?
  • What are you primary considerations?  Cost of software?  Ease or speed of use?  Detailed worksheets to help you?  Something else?
  • Are you a paid tax preparer?
  • Any other concerns?
bingramAuthor
Level 2
November 10, 2021

I am a CPA working for a private corp preparing their Form 1120, Forms 1065 and 1040's.  I am an employee of that corp.  Used Thompson Reuters Ultra Tax before and loved it, just cost prohibitive for preparing only 15 tax returns.  The Corp return has 300 fixed assets and has 20 state tax returns.  So I need something that handles apportionment.

I can deal with forms input or input screens, I am a seasoned CPA with over 30 years of experience.

George4Tacks
Level 15
November 11, 2021

https://proconnect.intuit.com/community/form-1040/help/comparing-lacerte-and-proseries-and-proconnect-tax-online/00/4588 shows a comparison of features. 

The 20 states is most cheaply done with the Online Software, but I fear the interface might be time costly. You can give it a free test drive - do everything except print or efile - by looking at the forms in Check Return. https://proconnect.intuit.com/tax-online/ You can log onto the software with the user name and password you used to get here. The cost advantage is 1 state or 20 states - same price (Notice that they have a "sale" on now)

Answers are easy. Questions are hard!
bingramAuthor
Level 2
November 11, 2021

Thank you for the info.  Can you tell me if ProConnect has the same Multi State Apportionment Report as Lacerte?

I have been unable to access the free trial.

 

George4Tacks
Level 15
November 11, 2021

I do not know if the reports are the same. It is modeled after Lacerte, but has some deficiencies. I have not done a return requiring this with PTC. 

Either Click the ORANGE Sign up for free OR the orange Sign in to your existing Intuit account at the bottom of https://proconnect.intuit.com/tax-online/try-pto/ to try the software.

 

Answers are easy. Questions are hard!