AICPA members in tax practice assess how their return preparation software performed during tax season and offer insights into their procedures.
Tax software
2024 tax software survey
CPAs assess how their return preparation products performed.
2023 tax software survey
CPAs assess how their return preparation products performed.
2022 tax software survey
CPAs assess how their return preparation products performed.
2022 tax software survey: Shares of respondents and product and company information
Bonus: The percentages for all products, including a breakdown of their usage among firms ranked by ranges of numbers of preparers, in the 2022 tax software survey.
2021 tax software survey: Shares of respondents and product and company information
Bonus: The percentages for all 13 products, including a breakdown of their usage among firms ranked by ranges of numbers of preparers, in the 2021 tax software survey.
2021 tax software survey
Our annual survey shows how CPAs rate the tax preparation software they used during this year’s tax season and how it handled retroactive tax law changes that happened during the season.
2020 tax software survey
COVID-19 upended tax season. Did CPAs’ tax software help them cope?
2020 tax software survey: Shares of respondents and product and company information
Bonus: The percentages for all 13 products, including a breakdown of their usage among firms ranked by ranges of numbers of preparers, in the 2020 tax software survey.
2019 tax software survey
This annual survey shows how CPAs rate the tax preparation software they used during last tax season and how it handled the recent tax law changes.
2018 tax software survey
To get through the rigors of tax season, CPAs depend
on their tax preparation software. Here’s how they rate
the leading professional products.
2017 tax software survey
This article offers a look at how CPAs judged their tax preparation software in a wide range of types of practices.
Preparing and Filing Forms 1099 and W-2 in the Cloud Continues to Rise
Cloud-based preparation and filing reduces the burden and streamlines the overall process.
2016 Tax Software Survey
CPAs rated the tax preparation software they used in 2016 and how it handled common tasks.
2015 Tax Software Survey
See how CPA tax practitioners rated the strengths and weakness of major tax preparation software products they used in 2015.
2015 Tax Software Survey: Individual Product Survey Responses
Online-only: Contact information, basic packages and their features are shown below for selected products receiving more than 1% of total responses in the survey.
Majority of CPAs Polled Had Clients Victimized by Tax ID Theft This Year
Many CPAs reported it was difficult or very difficult to resolve the issue with the IRS, echoing recent findings by the Taxpayer Advocate Service.
2014 Tax Software Survey
In our annual survey, thousands of tax practitioners assessed the software they used to prepare 2013 returns.
2013 Tax Software Survey
Thousands of tax practitioners rated the software they used to prepare 2012 tax returns.
2012 Tax Software Survey
More than 6,000 CPAs assessed the software they used to prepare 2011 tax returns, revealing what they liked and disliked about their software.
employee benefits & pensions
Profits interests: The most tax-efficient equity grant to employees
By granting them a profits interest, entities taxed as partnerships can reward employees with equity. Mistakes, however, could cause challenges from taxing authorities.