Audience

Companies searching for a solution to manage their tax returns and invoices

About CFS TaxTools

CFS TaxTools ™ is the most widely used program of its kind in the tax profession! Worksheets print with the client's name and your firm name in a professional quality format. Include them as attachments to the tax return or present to the client with an invoice, which can also be generated by TaxTools. Hundreds of tax forms included (many not found in tax preparation software), such as SS-4, Power of Attorney and Offer in Compromise. Client information is mapped directly onto the form. Multiple versions of a form may be saved for a client. Forms print exactly as they appear on screen. Most forms can be e-mailed as a PDF. Handy financial calculators, including Mutual Fund Average Cost Basis and several Loan and Investment modules. Flowcharts allow you to answer a series of questions to determine filing status, inherited IRA options, whether the taxpayer falls under the "Kiddie Tax" rules, etc. Update from the internet when forms or laws change. Data backup and restore.

Pricing

Starting Price:
$84.50 per year

Integrations

No integrations listed.

Ratings/Reviews

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Company Information

CFS Tax Software
United States
www.taxtools.com/products.aspx

Videos and Screen Captures

CFS TaxTools Screenshot 1
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Product Details

Platforms Supported
Windows
Training
Documentation
In Person
Support
Phone Support
Online

CFS TaxTools Frequently Asked Questions

Q: What kinds of users and organization types does CFS TaxTools work with?
Q: What languages does CFS TaxTools support in their product?
Q: What kind of support options does CFS TaxTools offer?
Q: What type of training does CFS TaxTools provide?
Q: How much does CFS TaxTools cost?

CFS TaxTools Product Features

Sales Tax

Tax Calculator Supported
Tax Filing Supported
Address Validation Not Supported
Audit Trail Not Supported
Consumer Use Tax Not Supported
Exemption Management Not Supported
Taxability Verification Not Supported
Transaction Tracking Not Supported
Value Added Tax (VAT) Not Supported

Tax Planning

Multi-Entity Planning Not Supported
Multi-Year Planning Not Supported
Proposed Legislation Planning Not Supported
State & Local Planning Not Supported
Detailed Savings Calculations Not Supported
Strategy & Scenario Comparison Not Supported
Tax Return Scanning Not Supported
Tax Return Diagnostics Not Supported
Export Branded Proposal Not Supported
Export Branded Tax Plan Not Supported