Creating Innovative Professional Tax Software of the Future

       ...with Pricing from the Past

 

 

2018 CPA Practice Advisor Review

MyTAXPrepOffice from Advanced Tax Solutions is a good fit for tax preparers that process a high number of uncomplicated individual and business returns while offering free, unlimited federal and state e-filing. MyTAXPrepOffice is an online application that works with all common browsers, with users able to access the application from their desktop PC, Mac, smartphone or tablet. The product offers an offline mode, so users can still use the product even if not connected, with any data later syncing when a connection is restored. MyTAXPrepOffice works great for accounting firms or tax preparers with multiple offices, with managers able to easily view the status of each office separately.  

One of the best features of MyTAXPrepOffice is the colorful, fully customizable user dashboard that displays return data, a to-do list, a summary of e-filed returns and a list of rejected returns, with users able to choose the information that is displayed on the dashboard. Two data entry options are available; the default tax form entry, or the recently added Interview Mode, which guides staff through the necessary questions including personal, dependent, daycare, ACA, and income/deduction questions. If a return is not fully completed, it will appear on the dashboard as an in-process return.

MyTAXPrepOffice supports all federal 1040 forms and corresponding schedules, including all states the require filing. The product uses color coding throughout the data entry process, and also supports multi-state preparation and filing. Corporate and partnership returns are also supported including forms 1120, 1120s, 1065, 1041, and 990 forms and schedules. The Toolbox option on the home dashboard offers a variety of resources for tax preparers including a client letter, client organizers, access to an invoice report, as well as the ability to download a signature app for easy electronic form signing.

 

MyTAXPrepOffice includes unlimited federal and state e-filing capability, with all e-filed returns easily tracked, providing users with totals of both accepted and rejected e-filed forms.