2022 tax software survey
CPAs assess how their return preparation products performed.
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CPAs assess how their return preparation products performed.
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.
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.
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.
COVID-19 upended tax season. Did CPAs’ tax software help them cope?
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.
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.
To get through the rigors of tax season, CPAs depend on their tax preparation software. Here’s how they rate the leading professional products.
This article offers a look at how CPAs judged their tax preparation software in a wide range of types of practices.
Cloud-based preparation and filing reduces the burden and streamlines the overall process.
CPAs rated the tax preparation software they used in 2016 and how it handled common tasks.
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.
See how CPA tax practitioners rated the strengths and weakness of major tax preparation software products they used in 2015.
Many CPAs reported it was difficult or very difficult to resolve the issue with the IRS, echoing recent findings by the Taxpayer Advocate Service.
In our annual survey, thousands of tax practitioners assessed the software they used to prepare 2013 returns.
Thousands of tax practitioners rated the software they used to prepare 2012 tax returns.
More than 6,000 CPAs assessed the software they used to prepare 2011 tax returns, revealing what they liked and disliked about their software.
This article presents results from the 2011 tax software survey. More than 10,000 CPAs assessed tax prepartion products and provided detailed information about what they liked and disliked about their tax software.
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.
The Tax Adviser and the Journal of Accountancy conducted a survey of their readers to determine what aspects of their tax preparation software they like and what they dislike.
DEDUCTIONS
Business meal deductions after the TCJA
This article discusses the history of the deduction of business meal expenses and the new rules under the TCJA and the regulations and provides a framework for documenting and substantiating the deduction.
TAX RELIEF
Quirks spurred by COVID-19 tax relief
This article discusses some procedural and administrative quirks that have emerged with the new tax legislative, regulatory, and procedural guidance related to COVID-19.