Workflow
Electronic Filing Takes Center Stage
From the May 2012 issue.
The advanced tax workflow products reviewed in this section represent the top-tier product offerings by their respective vendors. All tax solutions reviewed here are fully mature products and are generally capable of handling most complex calculations and business entity structures. Full return preparation for federal, and most state and local jurisdictions, is supported as well. Although targeted for larger firms and organizations, small firms and even...
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- Form 1097-BTC
Product • February 24th, 2012
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- From 1099-INT - Interest Income
Product • February 24th, 2012
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- Form 1099 Software
Product • November 16th, 2011
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- Form 5498-SA Software - HSA, Archer MSA, or Medicare Advantage MSA Information
Product • November 16th, 2011
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- Form 5498-ESA Software - Coverdell ESA Contribution Information
Product • November 16th, 2011
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- Form 5498 Software - IRA Contribution Information
Product • November 16th, 2011
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- Form 3922 Software - Transfer of Stock Acquired Through an Employee Stock Purchase Plan Under Section 423(c)
Product • November 16th, 2011
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- Form 3921 - Exercise of an Incentive Stock Option Under Section 422(b)
Product • November 16th, 2011
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- Form 1099-SA Software - Distributions From an HSA, Archer MSA, or Medicare Advantage MSA
Product • November 16th, 2011
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- Form 1099-S Software - Proceeds From Real Estate Transactions
Product • November 16th, 2011
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- Form 1099-Q Software Payments From Qualified Education Programs (Under Sections 529 and 530)
Product • November 16th, 2011
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- Form 1099-PATR Software - Taxable Distributions Received From Cooperatives
Product • November 16th, 2011
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- Form 1099-MISC Software - Miscellaneous Income
Product • November 16th, 2011
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- Form 1099-K Software
Product • November 16th, 2011

