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All reports, plans and worksheets can be generated into PDF format, with masking of TIN/SSN and other sensitive information. When integrated with the tax compliance system and the optional ArkWorks Pro document management program, users have access to storage, organization, annotation and other paperless office functions, including direct emailing of client documents. The company does not offer online portals for collaboration.
Import/Export/Integration: 3.75 Stars
In addition to direct integration with the TaxWorks preparation program and ArkWorks Pro for document management, Tax Planner offers PDF output of all client plans, as well as copy/paste functionality with Excel. For tax research, users can access the TaxWorks Institute.
Help/Support: 4.5 Stars
Built-in support functions include a help utility, tax preparation guides, plus Welcome, What’s New and Getting Started sections. The company’s online support site provides tips, news, a blog, FAQs, videos, user guides and training options. Live technical support and system updates are included with pricing, and can be downloaded from the support website, but not automatically scheduled for download. The program supports all modern versions of Windows.
Summary & Pricing
The TaxWorks Tax Planner offers a quick tax planning tool that provides projections for five years, with built-in calculations for federal tax rates, exemptions, credits and other factors, and provides a generic state worksheet that can be tailored to specific state requirements. The system is a best fit for firms using the TaxWorks professional compliance system. It costs $495 for a license that allows use by all staff in a firm. Discounts are often available, and the program is included in some of the TaxWorks preparation bundles.