To join in on this discussion, you must first log in.

Discussion:Tax Software: what did YOU pay?

From TaxAlmanac, A Free Online Resource for Tax Professionals
Note: You are using this website at your own risk, subject to our Disclaimer and Website Use and Contribution Terms.

From TaxAlmanac

Jump to: navigation, search

Discussion Forum Index --> Business Growth Community --> Tax Software: what did YOU pay?


HAPPY TAX (talk|edits) said:

6 January 2008
I wonder if people would mind posting what you actually paid for your TY07 tax software? People chime in with comments about how expensive various software packages (Lacerte, ProSeries, Drake, UltraTax, ATX, etc.) have become. But without actually purchasing the package, it's hard to nail down exactly what it costs. It's difficult enough to find the "sticker price" any more, let alone the little nickle-dime charges they tack on. For instance, everybody seems to think Lacerte is pricey, but I have no idea what it actually costs. I'm talking about the price that actually ends up on your credit-card bill, sales tax, S&H, all included--the one you write the check for, the on-the-rim-and-out-the-door price.

I'll go first. ProSeries Professional 1040, 1120-S, efiling. These are all unlimited, stand-alone modules (i.e., no networking). All other modules will be on a pay-per-return basis. Total Cost = $1,602.86.

I know with all the options, hidden charges, and nonsense involved in purchasing anything anymore, people may pay different prices for what purports to be the same package, but with enough responses, we can at least get an idea of the range of what the various programs actually cost.

Southparkcpa (talk|edits) said:

6 January 2008
Pro Series , All States, All Modules, 1040, 1120, 1120S, 1065 E file 1041...... network, organizer I am not in my office but I believe the bill was about $4,400.

I could save a little by pay per return on some states but I have found over time that to save a few hundred, we spend time in other areas so we just buy the whole thing.

HAPPY TAX (talk|edits) said:

6 January 2008
I estimate my pay-per-return fees will add up to about $400 over time. That's probably a pretty good estimate.

Georgie (talk|edits) said:

6 January 2008
I have used ATX for years and they keep going up. For their MAX package which includes every form 1040, 1120, 1120S, 1065, 1041, 990, W2's, 1099's, 941's. all states and unlimited E-file $1,065.00 plus $78.00 shipping and handling.

HAPPY TAX (talk|edits) said:

6 January 2008
Excellent. Now we need some Lacerte, Drake, TaxWise, UltraTax, and any other prices people don't mind sharing.

Death&Taxes (talk|edits) said:

6 January 2008
Southpark's number is what mine is also, except mine is stand alone. When you have to do a return with 9-10 states in early April, you don't want to be futzing around with PPR.

Bottom Line (talk|edits) said:

6 January 2008
ProSeries unlimited 1040, efile, 1120S, FL was $1,549.36. I'll spend around $300 on PPR for other states, a couple of 990's, 3-4 1065's and 3-4 1120's.

JR1 (talk|edits) said:

January 6, 2008
I'm right there with BL and Happy! Nearly identical.

JDcpa (talk|edits) said:

6 January 2008
Hmm. Sounds like I got screwed. I got virtually the same as BL and Happy Tax but paid more. 1040 complete, 1120S, GA S corp, efile...$2351.62.

Did I get something different than you guys?

Fuzzy Faced Leader (talk|edits) said:

6 January 2008
Iuse TAXACT for 1040's. Prof. version cost = $ 99.00. It will cost me $12.95 for each state, and $ 7.95 for each e-file. I expect total cost to = $ 300.00

I use Drake pay per return for business returns. 15 returns for $ 285.00.

ACS41 (talk|edits) said:

6 January 2008
I paid $1,613.56 for ATX. This includes the Kleinrock research and efile for 1040,1120,941, 940. I do not prepare "alot" of 1040s (say 100-110), but do prepare around 75 basic 1120S returns. The price seems good, but the program is having more problems then usual this year. Even for ATX! This is my 8th year using the program. Am having issues importing W2 and 1099 data from Peachtree Quantum as well as other programming issues. The customer service and online knowledbase seem to be lacking so far this early filing season.

ThinkTax (talk|edits) said:

6 January 2008
ProSystem fx: All modules, all states, unlimited everything - $10,000.

JR1 (talk|edits) said:

January 6, 2008
JD, how long you been on PS? I recall agreeing to a three year committment with a price freeze, and I think this was the final year. I hope I don't go up a G next year!

JDcpa (talk|edits) said:

6 January 2008
JR1, I bought a firm a year ago, so this is my first time purchasing ProSeries, but the firm I acquired used ProSeries for years. I think next year I will shop around a bit before automatically going with ProSeries.

JEllegate (talk|edits) said:

6 January 2008
We went with ProSeries - this is our third year using it, for years we had used other providers but, with consolidations and all..we ended up with Proseries in 2005...overall we're satisfied.

We have unlimited Federal and 3 states (we typically need NY/NC/OH) capabilities - forms and efiling. Our renewal fee was $2,860.92 (including tax) for 2007. We'll probably incur another $600 - $1,000 for PPR in other states. However, we charge through all PPR costs as well as a computer processing fee for all returns...this is in addition to our hourly fees for tax preparation. Looking back at last year we recouped about 150% our software costs.

Lion (talk|edits) said:

6 January 2008
I just purchased ProSeries fx for everything, entities, states, etc., except e-filing is pay as you go since I don't really do enough to be at the break even point for unlimited e-filing. $4,800 based on my being a small sole proprietor. Expect to hover around $5,000 with e-filing. Three year price lock at this 50% discount, then price increases but not double. I was blown away by how helpful technical support was as I was loading the demo. That was high on my priority list as a sole proprietor.

Belle (talk|edits) said:

6 January 2008
Lacerte user - I paid $ 3849.55 (tax, license, dealer prep and fancy hubcaps) out the door for unlimited 1040 and one state(Ca), unlimited efile, and network license ($ 450 for THAT). That was with a 15% discount because I renewed - and paid - by May 31st.

I just paid that god-awful $ 395 license fee for REP (Lacerte pay by return)to do Corps/Partnership/Exempts. I'm on the fence about S-Corps but will probably do unlimited at about $ 1400 for 1120S & one state as I'm close to a breakeven. I agree with Southpark that the hassle of getting REP justifies paying a bit more... Unlimited efile for all the entities - still on that fence. $ 10/per return as REP vs the paper and hassle of assembly vs $$$s for unlimited; I don't remember Lacertes fee - probably in the $ 400 range. And based on some of the above posts, I'll be researching & looking closely next May. Lacerte is expensive; but a great program that I trust. And I've been thru conversions before - twice - and they were both NIGHTMARES. Assets & depreciation particularly never worked right, hence my inertia about changing. Perhaps the process has improved....

Rgtaxservice (talk|edits) said:

6 January 2008
Mine was $598 for Proseries Basic (unlimited 1040, 4 states, 100 efile). I'll throw down another $212 for the Pro Series PPR license fee (that's new this year - oh joy) and another $150 or so for other PPRs during the season. It's a far cry from the $60 I was paying 10 years when I was using Turbo Tax.

JR1 (talk|edits) said:

January 6, 2008
A PPR license fee? C'mon...what next, a customer fee?

Bottom Line (talk|edits) said:

6 January 2008
Think of it like pro sports where you pay a seat license fee or like one of these shopping/warehouse clubs (aka Costco) where you pay for the privilege of being their customer. Image:scream.jpg

Donniecastleman (talk|edits) said:

6 January 2008
$995 Drake Software, buying early.

Snorp73 (talk|edits) said:

6 January 2008
We use Taxworks and pay for pretty much all states and extra modules for Estates, Corporations, Partnerships, etc. We wind up altogether paying 2-3 thousand for the year. Good program and nice support team.

Belle (talk|edits) said:

6 January 2008
Anybody out there think we could get away with charging our clients a fee for the privilege of having us do their tax returns?!?!

HAPPY TAX (talk|edits) said:

6 January 2008
Donnie, what does the Drake package include? (1040s, 1120s, 1120-S's, states, efiling) Also, how early did you have to buy? And do you know how much you saved by renewing early?

Donniecastleman (talk|edits) said:

6 January 2008
Saved $400 by renewing early, includes everything, partnerships, states, corps, efiling, etc. check it out and get on it next year early, it's not a bad program for the money.

Lmcdon9822 (talk|edits) said:

7 January 2008
This will be my second year in my new office and I only prepare individual income taxes.

I use TAXACT Professional Edition...$99 Unlimited returns and pay $7.95 for each federal e-file and $3.95 for each state e-file. $79 for TAXACT All States, also unlimited returns. This is the standalone product. They just introduced a network version this year for $159.

Good enough for my needs for now. I think eventually 2nd Story (makers of TAXACT) will add more features like exporting/importing data to other accounting software...

Vermontcpa (talk|edits) said:

7 January 2008
Pro Series with early renewal discounts at $1587.88 got unlimited 1040, and ALL states, with unlimIted E-file and Unlimited 1120s and PPR on 1120 and 1065. This is the first year with unlimited 1120S module. I was basically at break even point so I pulled the trigger.

Kathyt (talk|edits) said:

7 January 2008
I paid about $3,800 for Lacerte, one state and I pay per return on the other states. Unlimited e-file and the DMS program. I pay per return on corps & partnerships.

Will (talk|edits) said:

7 January 2008
Ultra-Tax PPR, $150.00. All prior year Lacerte data converted for free.

JSLATER (talk|edits) said:

7 January 2008
ATX per return, 10 with all states, 1120, 1041, etc. for 2006 - 178.50 for 2007 - 291.35

Sw (talk|edits) said:

January 7, 2008
Pro Series unlimited 1040 efile and 2 states. $ 1058.94 PPR for other states and forms.

Natalie (talk|edits) said:

January 8, 2008
Lacerte license fee $313.50 (15% discount for early renewal). PPR $41.80 for all business returns; $31.35 for individuals with one state. E-file separate fees of $4.18.

Mdwtax (talk|edits) said:

8 January 2008
JDCPA, I'm with you. I bought a practice this year that had always used ProSeries, so that's what I signed up for without even looking really. I'm using ProSeries e-file, all states, everything 1040 unlimited for $1261, with PPR for other federals (990, etc).

Is there a good review site, where we can compare these side-by-side? For instance, the ATX and ProSeries?

Natalie (talk|edits) said:

January 8, 2008
The Journal of Accountancy has an annual review of tax software. It probably came out in October or November.

Msm0306 (talk|edits) said:

8 January 2008
I use TAXACT software, same price as the other users. I LOVE it. I only have about 100 clients and most are fairly straightforward.

Alpha1 (talk|edits) said:

10 January 2008
I'm using ProSeries Professional, efiling, networking version. around 1600 for year

they gave me a 3 yr lock, in yr. 2, when leaving atx

DZCPA (talk|edits) said:

10 January 2008
We use Lacerte. Unlimited 1040,1065,1120,1120s,2 extra states,REP,DMS, network license. About $9,000. We do about 3,000 returns. Accordingly, comes out to $3 per return. Having a partner cuts all of my overhead costs in half.

Roxnpa (talk|edits) said:

11 January 2008
We're a small office-up to 400 clients from 60 at startup so we've been using ATX 3 years running-I like it & the customer service guys are patient. I think with unlimited efile & 1040's & 10 business returns it was right around $800. We looked at Drake & LaCerte but didn't like it. Our clients are all rural and they like simple. Me too although we get enough of the complicated to keep us sharp ;-). These folks don't have a lot of money so don't want to pour a bunch of $ into software that will reduce our profit margin any lower than it is.

Szptax (talk|edits) said:

7 February 2008
I use Lacerte, but after seeing the above posts, maybe I should consider ProSeries. One reason I didn't is that generally speaking, I find Intuit a necessary evil & wanted to move away from them. I have had problems with Lacerte each year, but I suspect that each progam has its problems. I compared Lacerte & UltraTax this year & found that for my number of returns my calculation indicated a $30 savings with Ultra Tax - not enough to change. I do everything pay per return & have calculated the break-even each year - they seem to be "watching me" & put the number of returns just out of reach so that pay per return works out to be lower per my calculation, but I think ends up higher after the season end. Ultimately my fees last year & this year for Lacerte (after pay per return & efile) are approximately $4400 for both years. This is $395 - early discount + pay per return fees for all tax categories, 1040, 1120, 1120S & 1065.

If anyone uses the Library, please rely with your opinion. I do not and was considering adding it. -m

Nancyshoemake (talk|edits) said:

7 February 2008
lacerte....probably over $11k just because I end up with so many Pay per returns for various states. It is expensive...but I consider it a necessity for the volume of returns that I do handle. Would love to know the difference between the various products out there...

Wwtaxes (talk|edits) said:

7 February 2008
We use ProSeries, and I'm just a worker bee, so I don't know the cost off hand. We have unlimited individual, including states and efiling, but PPR on 1065, 1120S, 1041, etc. What really ticks me off is that they don't have all the forms for these for MN and ND. (Nor do they have the M99 for active military service. They do have the M1PR which is a relief, but it doesn't feed last year's M1PR refund into this year's 1040 - Schedule A). I have to send the federal return to another firm to do the MN 1041 and the ND 1065 or do them by hand (gasp!). Has anyone else run into missing state forms with PS?

Vermontcpa - how many 1120S did you need to do to break even for unlimited? I checked a couple of years ago, but I only do about 15, and I think you needed 22 to break even then.

CPA Plus (talk|edits) said:

7 February 2008
Wow - what differences there are! I have used Lacerte for years. I have unlimited Individual and Partnership with one state, pay per return for each corporation, efile each return, no DMS, no electronic orgainzer. My fees are approx $8,500/year. I DO add a Technology Fee onto each return $20/individuals and $50 for parternships and corps. I don't recoup it all but it does help soften the burden. No one has ever commented, good or bad, about this fee being tacked onto the price of their tax preparation.

Lancermc (talk|edits) said:

7 February 2008
I pay the GodAwful Lacerte pay be return fee of $395 (this year $345), I did not pay it earlier in 2007 as I actually considered moving away from them. However I have no time to migrate a small practice of complex filings. I pass that cost, plus what Lacerte charges per return on to the client, not separately stated. I just think Lacerte is going to eventually price themselves out of the market for preparers like myself.

Tfortaxes@msn.com (talk|edits) said:

7 February 2008
I use TaxWise made by Univeral Tax. Good program. I get all states, direct filer, retails for about $1600.00. I get it for about $1200.00 'cause I'm a long time user and alway buy early, Actually I buy next years before this tax season is over. Pay per for corp stuff is $30.00. Filing thru them is two or three bucks per return.

Natalie (talk|edits) said:

February 7, 2008
Szptax, you do know Lacerte is made by Intuit, right?

Joanmcq (talk|edits) said:

7 February 2008
ATX Max, about $1000 this year; I bought early for a discount. Need one that does CA domestic partnerships, and so far Max does, as well as NR state returns.

Meyerbooya (talk|edits) said:

7 February 2008
Drake - unlimited use, no ppr fees for the state filing, has the ability to network without paying additional user license fees - program runs well and I like the customer service. Easy to manipulate - all for $1195 - ordered September, 2007. I would refuse to pay $3800 for Lacerte, even though I like the program, it just plain and simple costs to much money when I can get EVERYTHING (even free efiling) at a low cost.

Szptax (talk|edits) said:

7 February 2008
Natalie, of course I know Lacerte is made by Intuit - kills me with each payment since I have been largely dissatified with their customer service betwwen QuickBooks & Lacerte products

Natalie (talk|edits) said:

February 7, 2008
I find Intuit a necessary evil & wanted to move away from them. This is why I asked Szptax. I misunderstood your post. I should have asked if you are aware that ProSeries is made by Intuit.

RoyDaleOne (talk|edits) said:

8 February 2008
Taxwise and ATX are now owned by the same people. I used ATX witrh the TTO option which includes all Federal State unlimited e-fling Kleinrock, three users and Client Write-Up for about $2,200. This year the support has not been as good as prior years, takes longer to get an answer. However support did spent 6 hours on their nickle for the phone call trying to solve a program I had.

Tax software reviews are okay, however I have found over the year using various software my conclusion are always vary from the reviewers. I use the reviews for a recap of features and price.

In the 70's and 80's I used software that cost then $10,000 or more per year at that time. Now the options for me turn on my personal taste, ease of use, and features I need (or want).

Joanmcq (talk|edits) said:

8 February 2008
Max has all forms for all individual & biz returns, payroll, w-2, 1099 & unlimited efiling for pretty much anything that has to be efile. State interfaces are getting better each year. I like the fact that whatever I run into, I've got the form for it.

Lalva (talk|edits) said:

21 June 2008
I have used ProSeries Basic for 3 years now and I am planning on moving on to another program only because I am fed up of not having the form that I need. I have a 'young' business and I only have around 30 clients (working at home, not much visibility), but some of my clients have complicated returns and I need to rely on a good tax software.

I just received a CD with the Professional version, and will see if I LOVE it. The price that I paid for the 2007 TY Basic version, with 2 states is $323 plus PPR (e-file or other states) $200, so the total I paid is $523 (taxes included).

TaxAssistCPA (talk|edits) said:

4 November 2008
I use ProSeries Basic too for 1040's and ProSeries PPR for business returns. I spent about $1,200 ($320 plus PPR charges). I am considering whether to stay or go to Lacerte or Ultratax. Ultratax would cost about $2,300 for $150 license and PPR charges. Is it worth it to change? Basic doesn't have all the bells and whistles I'd like to have.

To join in on this discussion, you must first log in.
Personal tools