2013 tax software survey

The tax adviser and the journal of accountancy conducted a survey of aicpa members who prepared 2009 tax returns for a fee to determine which tax preparation software products were the most. Global tax software market data survey report 202025. The survey questions were prepared with the help of tax experts from nerdwallets ask an advisor platform. All us citizens of the age of majority, are required to file income taxes, and upon doing your taxes, you will learn how much if any tax you will pay on your tax. Sixtythree percent of cpas who answered the tax software survey said at least one of their clients was a victim of tax identity theft in the 2015 filing season. Americans failing on basic tax knowledge nerdwallet. Entities i n bloomberg bnas th annual survey of state tax departments, we asked many questions aimed at clarifying each states position on the gray areas of. This report also provides a comparison analysis based on the results of the 2012 ms tax survey according to tax hiring authorities. The debate as to whether you should file your tax return with a professional or utilize doityourself online software diy continues. The 2018 survey included the tax software ratings questions from prior. How is treasury evolving into a strategic function. The tax adviser and the journal of accountancy conducted a survey of aicpa members who prepared 2009 tax returns for a fee to determine which tax preparation software products were the most popular, what aspects of those products preparers liked, and what they disliked. Return preparers depend on their software to accurately apply u.

Ninety seven percent of those respondents said the problem affected fewer than 5% of their clients, although 76 respondents 2% said between 6% and 10% of their clients were victims. Are filers satisfied with diy software or their tax pro. Respondents to the 2016 survey on tax preparation software generally reported satisfaction with tax preparation and commercial tax research packages, although both of the topranked tax preparation and tax research packages from last years survey. Special offer for its customers proseries tax desktop users file returns. Preface to the january 20 issue by publishing the tax survey, the research and information department of the federal public service finance aims at providing a regularly updated of the tax. In this years survey by the jofa and the tax adviser, more than 3,800 cpas assessed the software they used to prepare 20 tax returns. Tax software is defined as a type of computer software designed to help individuals or companies prepare for and file income, corporate and similar tax returns. Supported state tax forms for 20 prior year tax filing on. Surveymonkey surveyed 1,015 adults across the country on feb.

This resource lends insight into the top six tax software products respondents from the 1st, 2nd and 3rd annual accounting firm operations and technology afot survey identified as the software. It received 5,004 responses saying the respondents prepared tax returns for a fee in 20. Preface to the january 20 issue by publishing the tax survey, the research and information department of the federal public service finance aims at providing a regularly updated of the tax legislation in overview belgium. The 2019 survey included the tax software rating questions from prior. Terms and conditions may vary and are subject to change without notice. Drake software is a complete professional tax preparation program for federal and state returns, business and individual. In this years survey by the jofa and the tax adviser, more than 5,000 cpas assessed the software they used to prepare 2012 tax returns this year, tax preparers had to contend with a compressed filing season caused by late enactment of extender legislation in the american taxpayer relief act of 2012, p. Entities i n bloomberg bnas th annual survey of state tax. Amid challenges, cpas found plenty to praise or pan in their tax preparation software. Based on an intuit survey of lacerte customers conducted in september 2018, in comparison to their previous method for preparing returns. The trend though indicates that more taxpayers are shifting toward diy software.

Overall, respondents were pleased with their software. Bloomberg bna special r eport 20 survey of state tax. Individual income tax return frequently asked questions about powers of attorney frequently asked questions about use tax. Each year, the journal of accountancy and the tax adviser team up to survey aicpa members in order to assess popular tax preparation software from the justended tax season.

Global corporate treasury survey in preparing the survey this year, our colleagues contemplated the following. If you must pay tax on your survey earnings, your marginal tax rate will depend on your income and tax filing classification. Frequently asked questions about filing an application for extension to file your n. Executivesummary 2017 survey of state tax departments executive summary and highlights i n bloomberg bnas 17th annual survey of state tax departments, senior state tax of. Five point advisory services division april 20 20 cis report a transition check point. The tax survey should not be considered as an administrative circular, no rights can be founded on it. Sipp collects data and measures change for many topics including. Of the 3,833 cpa respondents who indicated that they prepared tax year 20 returns for a fee, 3,817 predominantly used one of 15 software products identified by the survey. The best ms tax programs according to the best ms tax. Utilit y cis risk migration continues by bart thielbar and christopher perdue contributors. Overall, respondents rated their software an average of 4. The national association of tax professionals natp believes that all taxpayers should be supported by caring and welleducated tax professionals.

The exhibits show detailed answers for seven of the 16 software products included in the survey. Start for free and get the best tax refund with ufile, canadian tax software online, easy and fast. Fatca essentials provides detailed analysis from recognized international tax experts, comprehensive coverage from over a dozen international tax journals, daily coverage of new developments, and a. Survey of income and program participation sipp is the premier source of information for income and program participation. In our annual survey, thousands of tax practitioners assessed the software they used to prepare 20 returns. This years survey saw a decline in the market share for the three products named by a majority of respondents as the software they predominantly used to prepare returns. On average, customers saved 43 minutes a complex return and 23 minutes on a simple return. Professional tax preparation software intuit lacerte. Make changes to your 2019 tax return online for up to 3 years after it has been filed and accepted by the irs through 10312022. Half of respondents to this years survey prepared 500 or fewer returns during the season, and 27% prepared 1,000 or more. Linkpage citation in this years survey by the tax adviser and the journal of accountancy, 1 more than 6,000 cpas assessed the software they used to prepare 2011 tax returns, revealing what they liked and disliked about their software. You might well have heard about turbotax, the most widely used tax prep software among consumers who are doing their own taxes. National association of tax professionals natp connecting tax preparers with unmatched tax education, industryleading federal tax research, tax.