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ExacTax ( has added an occupation-specific expense list that preparers can use via an interview-driven checklist for taxpayers with occupations such as public safety workers, medical professionals, etc. The company, which makes a full line of individual, corporate, fiduciary and other entity compliance software, has also done the following:

Enhanced e-file capabilities to include 1120, 1120s, 1065

Added a customer billing feature to e-filing function

Increased state support with the addition of more than a dozen states

Developed a library of user instruction and feature tutorials

“Adding the occupational checklist not only assists preparers in uncovering often overlooked deductions that can save thousands of tax dollars for the clients, the checklist will also be part of the organizer and proforma program the following year,” said Camilo Perez, ExacTax General Manager. “The full library of tutorials will help preparers better serve their clients, and save costs by speeding the training and preparation process, drastically cutting down the need for support-related calls, which in turn will result in many more billable hours for the tax preparer,” he said.

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