The NY Sales Tax Preparer system can be used to prepare and file returns by mail for small filers not subject to the e-filing requirement. Users of the state e-file system can use the program to process and prepare, then enter summarized data into the website, while retaining a PDF copy for their records. The state is working on a process to certify and allow e-filing via preparation programs, and CFS has a goal of being among the first approved New York sales and use tax software providers.
Tax table updates are provided periodically to users of the most current year of each program, and the systems include the option to automatically download and install updates. CD-based copies of the tables are also available.
Integration/Import/Export - 3 Stars
Both the CA and NY sales tax systems share a common database with the Company’s other tools and programs. These integrated applications include TaxTools, Tax Corresponder, W-4 Calculator, Small Business Tools, MD Personal Property, CA 571 Preparer and Financial Planning Tools. The systems cannot import sales, tax or client data from outside accounting systems.
Reporting tools include client communication templates which create cover letters, memos, label makers, and client letters, as well as basic reports such as gross sales summaries and client invoices. Returns and reports can be saved to PDF format for digital file management or emailed from the program.
Help/Support - 4.5 Stars
The programs include built-in help indexes, and form preparation is aided by linked access to line-by-line instructions. The CFS support website offers various resources, including FAQs, videos, links to tax websites and user forms. Live support is included free with pricing and includes phone-based assistance and remote and chat-based support.
Executive Summary & Pricing
The Sales Tax Preparer system is easy to understand and use, and linked instructions, module overviews and training videos ease new users in the software’s workflow processes. The systems are best designed for small and mid-sized businesses that have taxable sales in more than one jurisdiction within either CA or NY, and need a simple solution for preparation and filing. The CA version of the program costs $119 for new users, $99 for renewals. The NY version costs $169 for new users, and $149 for renewals. The addition of the network upgrade for either version is $50 per year.