2013 Preparer’s 1040 Bundle ������ $579

Includes all of the following:

• Preparer’s 1040 Edition

• Preparer’s 1040 All-States Edition

• Prepare, print & e-file unlimited 1040 client returns

2013 Product Catalog

Quality, affordable tax preparation solutions for professionals

Download or CD-ROM | E-file Capable

Order online: prep.taxact.com/catalog

Dear TaxACT Customer,It’s hard to believe we’re already talking about another tax year, but we are excited to share with you what we’ve been working on to help you maximize productivity and provide expanded client services for the 2013 tax season.

As always, we’ve listened to your feedback and made many enhancements to save you more time and make your life easier. That includes our new Account Records Import for trial balance information exported from your accounting software. We’ve also added more business state editions and e-filing, Form 1040NR and TaxTutor Guides for detailed explanations of complex tax law changes, strategies and tips.

Don’t forget to use the checklist below or visit prep.taxact.com/requirements for the current IRS’s Paid Preparer requirements.

Thank you for choosing TaxACT and we wish you another successful tax season.

IRS Requirements for Tax Year 2013Renew your Preparer Tax Identification Number (PTIN) before December 31, 2013

Learn more at www.irs.gov/taxpros

Apply for an EFIN if you don’t have one already

Use the IRS’s e-Services Online Tools for Tax Professionals

Add your EFIN to your TaxACT Customer account at prep.taxact.com

Keep up to date on the IRS Requirements for tax professionals

Visit prep.taxact.com for the latest information

TaxACT 2013 Product Releases

Oct. 2013 ......... Preview versions of federal editions release

Jan. 2014 ......... Final versions of federal editions release, state editions release as state forms become available

Jan. 2014 ......... Orders for TaxACT 2014 Preparer’s products accepted – early bird pricing valid through June 30, 2014

Order by phone: 1-800-573-4287 - mention code #130631010001 when ordering 2

TaxACT 2013 Preparer’s Catalog

Table of Contents

Product Overview, e-filing .....................................................................................3-4

1040 Editions ...............................................................................................................5-6

1065 Editions ...............................................................................................................7-8

1120S Editions .......................................................................................................... 9-10

1120 Editions ..........................................................................................................11-12

Enterprise, TaxPayer Support, Bundles ..........................................................13-14

TaxACT System Requirements

• Operating System: Windows XP, Vista or Windows 7, 8

• Processor: Pentium (or equivalent)

• RAM: Refer to your operating system requirements

• Hard Drive Space: 100 MB

• Internet Access: Required for e-filing and online features

• Monitor: 1024x768 or larger (16-bit color minimum)

• Mouse: Required

• Printer: Highly recommended

• Web Browser: Microsoft Internet Explorer 7.0 or greater

Contact Us

TaxACT, Inc.1425 60th Street NE, Suite 300 Cedar Rapids, IA 52402

Web: prep.taxact.com/catalog Sales: 1-800-573-4287 Support: (319) 731-2680Fax: (319) 447-4674

3 Order online: prep.taxact.com/catalog

Download or CD-ROM | E-file Capable

TaxACT Preparer’s Editions at a Glance

Federal Software Price

Preparer’s Edition (1040, 1065, 1120S, 1120)

Prepare & print unlimited federal returns

$119.99 per edition

Preparer’s Enterprise Edition (1040, 1065, 1120S, 1120)

Extra tools and online data backup, plus network sharing for multiple users in 1 location

$199.99 per edition

State Software Available States Price

Preparer’s 1040 State All income-taxing states $24.99 per state $99.99 for All-States

Preparer’s 1065 State AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MN, MO, MS, NC, NJ, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA & WI

$24.99 per state $99.99 for All-States

Preparer’s 1120S State AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MN, MO, MS, NC, NJ, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA & WI

$24.99 per state $99.99 for All-States

Preparer’s 1120 State AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NJ, NY, OK, OR, PA, SC, TN, TX, UT, VA & WI

$24.99 per state $99.99 for All-States

Prices subject to change.

TaxACT Money-Back Guarantee

If you’re not completely satisfied with your TaxACT Preparer’s software, simply return it within 30 days of receipt for a full refund (excluding shipping and handling costs). Please mail your software to us in its original packaging, along with your packing slip for accurate refund processing and your reason for return.

Order by phone: 1-800-573-4287 - mention code #130631010001 when ordering 4

TaxACT 2013 Electronic Filing

Electronic Filing with TaxACT

E-filing is available for all federal returns, income-taxing states that support e-filing and select 1065, 1120S & 1120 states*. For a list of e-filing states, visit prep.taxact.com/state-list.

E-file Pricing

Number of client returns (SSN or EIN) Price (includes both Federal + State(s))

First 200 clients $9.99 per return type (1040, 1065, 1120, 1120S)

201+ clients * Free

Pre-paid E-filing

Paying per client return? Take advantage of TaxACT’s pre-paid e-filing. Purchase e-filing in advance in increments of $10 or $25, and add to your balance at any time. To purchase, call 1-800-573-4287.

Benefits of E-filing

• Fast confirmation. Receive email notification when your clients’ returns have been processed by the IRS and states.

• Speedy processing & refunds. Client returns are processed faster and they receive their refunds sooner. If clients have a balance due, you can still e-file now and schedule electronic payment any time before the April 15th deadline.

• The IRS and many states require it. The IRS mandates that paid preparers who file more than 10 federal individual or trust returns per calendar year must e-file.

• Affordable. TaxACT offers competitive per client and unlimited e-filing plans, as well as money-saving software plus e-filing bundles. Per return and bundle pricing and details can be found at prep.taxact.com/catalog.

* An Electronic Filing Identification Number (EFIN) is required to e-file with TaxACT software. Learn how to apply for an EFIN at prep.taxact.com/catalog.

* Free e-filing begins AFTER the entire fee for 200 client returns has been paid. Only one $9.99 fee is charged for both Federal and State(s) e-filed per SSN or EIN.

Prices subject to change.

5 Order online: prep.taxact.com/catalog

Download or CD-ROM | E-file Capable

Preparer’s 1040 Edition ���������������������������������������� $119�99

For professionals who need robust tools to prepare and print an unlimited number of federal 1040 returns, as well as time-saving, organization and accuracy tools.

• Prepare & print an unlimited number of 1040 federal returns

• Up-to-date forms, schedules and worksheets, including Forms 1040, 1040A, 1040NR NEW! and 2848, and Schedule C

• Data imports to save you time and decrease errors – import last year’s TaxACT returns, PDFs of last year’s returns prepared by some software (see web site for supported software), Schedule K-1 data from TaxACT 1065 or 1120S returns and investment data

• NEW! TaxTutor Guidance – relevant, in-product help to shed light on deductions, complex tax laws changes, strategies & tips

• Fast data entry features – enter data directly into forms or use quick entry methods for W-2, 1099 & 4562 data

• Low-cost integrated e-filing solutions (see page 4 for details)

• Client Manager – keep client information organized & up-to-date

• Bookmarks – use to easily return to interview questions later

• Powerful customizable reports & calculators:

• Prior year comparison report

• Joint vs.separate comparison

• Depreciation reports

• Federal carryover report

• All-state tax estimation planning tool

• College student financial aid report

• “What if” estimates for various tax scenarios

• Loan & savings calculators

• Security logging – track access and changes made to client returns

• Instruction letters and templates for invoices, billing by form and mailing labels

• Data transfer – your firm’s data automatically flows into client returns

• TaxACT Alerts – identifies possible errors, omissions and tax-saving opportunities

• Competitively priced bank products – see prep.taxact.com for our bank partner information

Order by phone: 1-800-573-4287 - mention code #130631010001 when ordering 6

TaxACT 2013 Preparer’s 1040 Editions

Preparer’s 1040 State ����������������������������� $24�99 per state

1040 All-States (for all income-taxing states) ������������ $99�99

Prepare & print an unlimited number of state returns. TaxACT transfers clients’ federal 1040 data into state forms so that you can finish state returns in minutes. Just answer a few questions & run TaxACT Alerts.

• Available for all income-taxing states

• Bookmarks – use to easily return to interview questions later

• Up-to-date forms, schedules & worksheets

• All part-year resident & non-resident forms

• Instruction letter templates – provide your clients with instructions and other information they need for their returns

• Charge-by-form invoicing – if you charge on a per form basis, simply fill in your form prices and the information will transfer to invoices for all new and imported returns

• Low-cost integrated e-filing solutions (see page 4 for details)

7 Order online: prep.taxact.com/catalog

Download or CD-ROM | E-file Capable

Preparer’s 1065 Edition ������������������������������������������ $119�99

For professionals who want to prepare and print an unlimited number of federal Partnership returns, and desire time-saving, organization and accuracy tools.

• Prepare & print an unlimited number of 1065 federal returns

• Up-to-date forms and schedules, including Forms 1065, 2848, 4562, 4797, 7004 and 8825

• Allocate & update Schedule K-1s automatically – even as business income changes. Once complete, Schedule K-1 data can be imported into clients’ TaxACT 1040 return.

• NEW! Accounting Records Import – easily import Trial Balance Reports in CSV format from your accounting software. Once imported, simply make any necessary adjustments and TaxACT will transfer to the appropriate lines on the client’s tax return.

• Data import – import key data from 2012 TaxACT returns and investment data

• Fast data entry features – enter data directly into forms or use the quick entry method

• Low-cost integrated e-filing solutions (see page 4 for details)

• Client Manager – keep client information organized & up-to-date

• Bookmarks – use to easily return to interview questions later

• Powerful customizable reports & calculators:

• Prior year comparison report

• Depreciation reports (supports fiscal & short year calculations)

• Loan & savings calculators

• Partner Distributive Share Report

• Security logging – track access and changes made to client returns

• Instruction letters & templates for invoices, billing by form & mailing labels

• Data transfer – your firm’s data automatically flows into client returns

• TaxACT Alerts – identifies possible errors, omissions and tax-saving opportunities

Order by phone: 1-800-573-4287 - mention code #130631010001 when ordering 8

TaxACT 2013 Preparer’s 1065 Editions

Preparer’s 1065 State �������������������������������$24�99 per state

1065 All-States (includes all states below) �������������������$99�99

Prepare & print an unlimited number of state returns. TaxACT transfers clients’ federal 1065 data into state forms so that you can finish state returns in minutes. Just answer a few questions & run TaxACT Alerts.

• Instruction letter templates – provide your clients with instructions and other information they need for their returns

• Charge-by-form invoicing – if you charge on a per form basis, simply fill in your form prices and the information will transfer to invoices for all new and imported returns

• Available for the following states:Alabama ArizonaArkansasCaliforniaColoradoConnecticut NEW!

FloridaGeorgiaIllinoisIndianaIowaKansasKentucky NEW!

LouisianaMarylandMassachusetts

MinnesotaMississippi NEW!

MissouriNew JerseyNew York (includes city forms)North CarolinaOhio NEW!

OklahomaOregon NEW!

PennsylvaniaSouth CarolinaTennessee NEW!

TexasUtahVirginiaWisconsin

• Bookmarks – use to easily return to interview questions later

• 1065 State e-filing available for AL, AR, CA, CT NEW! , GA, IL, KS, MA, MD, MN, MS NEW! , NY (including NY City), OR NEW! , PA, TN NEW! , UT and WI (see page 4 for details)

9 Order online: prep.taxact.com/catalog

Download or CD-ROM | E-file Capable

Preparer’s 1120S Edition ���������������������������������������� $119�99

For professionals who want to prepare and print an unlimited number of federal S-Corporation returns, and desire time-saving, organization and accuracy tools.

• Prepare & print an unlimited number of 1120S federal returns

• Up-to-date forms and schedules, including Forms 1120S, 2848, 4562, 4797, 7004 and 8825

• Allocate & update Schedule K-1s automatically – even as business income changes. Once complete, Schedule K-1 data can be imported into clients’ TaxACT 1040 return.

• NEW! Accounting Records Import – easily import Trial Balance Reports in CSV format from your accounting software. Once imported, simply make any necessary adjustments and TaxACT will transfer to the appropriate lines on the client’s tax return.

• Data import – import key data from 2012 TaxACT returns and investment data

• Fast data entry features – enter data directly into forms or use the quick entry method

• Low-cost integrated e-filing solutions (see page 4 for details)

• Client Manager – keep client information organized & up-to-date

• Bookmarks – use to easily return to interview questions later

• Powerful customizable reports & calculators:

• Prior year comparison report

• Depreciation reports (supports fiscal & short year calculations)

• Loan & savings calculators

• Shareholder Distributive Share Report

• Security logging – track access and changes made to client returns

• Instruction letters & templates for invoices, billing by form & mailing labels

• Data transfer – your firm’s data automatically flows into client returns

• TaxACT Alerts – identifies possible errors, omissions and tax-saving opportunities

Order by phone: 1-800-573-4287 - mention code #130631010001 when ordering 10

TaxACT 2013 Preparer’s 1120S Editions

Preparer’s 1120S State �����������������������������$24�99 per state

1120S All-States (includes all states below) �����������������$99�99

Prepare & print an unlimited number of state returns. TaxACT transfers clients’ federal 1120S data into state forms so that you can finish state returns in minutes. Just answer a few questions & run TaxACT Alerts.

• Instruction letter templates – provide your clients with instructions and other information they need for their returns

• Charge-by-form invoicing – if you charge on a per form basis, simply fill in your form prices and the information will transfer to invoices for all new and imported returns

• Available for the following states:AlabamaArizonaArkansasCaliforniaColorado Connecticut NEW!

FloridaGeorgiaIllinoisIndianaIowaKansasKentucky NEW!

LouisianaMarylandMassachusetts

MinnesotaMississippi NEW!

MissouriNew JerseyNew York (includes city forms)North CarolinaOhio NEW!

OklahomaOregon NEW!

PennsylvaniaSouth CarolinaTennessee NEW!

TexasUtahVirginiaWisconsin

• Bookmarks – use to easily return to interview questions later

• 1120S State e-filing available for AL, AR, CA, CT NEW! , FL, GA, IL, KS, LA, MA, MD, MN, MS NEW! , NJ NEW! , NY (including NY City), OK NEW! , OR NEW! , PA, TN NEW! , UT and WI (see page 4 for details)

11 Order online: prep.taxact.com/catalog

Download or CD-ROM | E-file Capable

Preparer’s 1120 Edition ������������������������������������������ $119�99

For professionals who want to prepare and print an unlimited number of federal C-Corporation returns, and desire time-saving, organization and accuracy tools.

• Prepare & print an unlimited number of 1120 federal returns

• Up-to-date forms and schedules, including Forms 1120, 1120-H, 2220, 2848, 4562, 4797 and 7004

• Data import – import key data from 2012 TaxACT returns and investment data

• NEW! Accounting Records Import – easily import Trial Balance Reports in CSV format from your accounting software. Once imported, simply make any necessary adjustments and TaxACT will transfer to the appropriate lines on the client’s tax return.

• Fast data entry features – enter data directly into forms or use the quick entry method

• Low-cost integrated e-filing solutions (see page 4 for details)

• Client Manager – keep client information organized & up-to-date

• Bookmarks – use to easily return to interview questions later

• Powerful customizable reports & calculators:

• Prior year comparison report

• Depreciation reports (supports fiscal & short year calculations)

• Loan & savings calculators

• Security logging – track access and changes made to client returns

• Instruction letters and templates for invoices, billing by form and mailing labels

• Data transfer – your firm’s data automatically flows into client returns

• TaxACT Alerts – identifies possible errors, omissions and tax-saving opportunities

Order by phone: 1-800-573-4287 - mention code #130631010001 when ordering 12

TaxACT 2013 Preparer’s 1120 Editions

Preparer’s 1120 State ������������������������������ $24�99 per state

1120 All-States (includes all states below) �������������������$99�99

Prepare & print an unlimited number of state returns. TaxACT transfers clients’ federal 1120 data into state forms so that you can finish state returns in minutes. Just answer a few questions & run TaxACT Alerts.

• Instruction letter templates – provide your clients with instructions and other information they need for their returns

• Charge-by-form invoicing – if you charge on a per form basis, simply fill in your form prices and the information will transfer to invoices for all new and imported returns

• Available for the following states:AlabamaArizonaArkansasCaliforniaColoradoConnecticut NEW!

FloridaGeorgiaIllinoisIndianaIowa KansasKentucky NEW!

LouisianaMarylandMassachusetts

Michigan NEW!

MinnesotaMississippi NEW!

Missouri New Jersey New York (includes city forms)North CarolinaOklahomaOregon NEW!

PennsylvaniaSouth CarolinaTennessee NEW!

TexasUtahVirginiaWisconsin

• Bookmarks – use to easily return to interview questions later

• 1120 State e-filing available for AL, AR, CA, CT NEW! , FL, GA, IL, KS, LA, MA, MD, MI NEW! , MN, MS NEW! , NJ NEW! , NY (includes NY City), OK NEW! , OR NEW! , PA, TN NEW! , UT and WI (see page 4 for details)

13 Order online: prep.taxact.com/catalog

Preparer’s Enterprise Editions & TaxPayer Support

Preparer’s Enterprise Editions $199�99 per edition

1040, 1065, 1120S and 1120 Editions available

Enjoy all the features in TaxACT Preparer’s Federal Editions, plus:

• Networking sharing for multiple users – centrally store and share client returns and data

• Online data backup – back up client returns to our secure servers and access them for 3 years beyond the filing deadline. Finish an existing return, print a backup copy and more!

• TaxPayer Support – unlimited one-on-one help via phone & email

• Appointment Manager – tracks and gives reminder notifications for important dates, client meetings, client birthdays and key deadlines

• ReturnSafe – prevent others from changing returns you have open

• Document Manager – attach scanned documents to client returns

TaxACT TaxPayer Support® ������$19�99 per tax year

Do you have tax questions? We have the answers. Get unlimited phone support from our tax specialists for the 2013 tax year. (Included in 1040 Enterprise and Complete Enterprise Bundles.)

Tax Season (early Jan. through April filing deadline)M – F 7 a.m. – 9 p.m. Sat. 8 a.m. – 6 p.m.Sun. 10 a.m. – 5 p.m.

Tax year 2013 office hours (Off Season)

M – F 8 a.m. – 5 p.m. Sat. closed Sun. closed

All times listed in CT

1040 Bundle ���������������������������������������������������� $579

• Preparer’s 1040 Edition

• Preparer’s 1040 All-States

• Prepare, print & e-file unlimited 1040 client returns

1040 Enterprise Bundle ������������������������������� $659

• Preparer’s 1040 Enterprise Edition

• Preparer’s 1040 All-States

• Prepare, print & e-file unlimited 1040 client returns

Complete Bundle ������������������������������������������� $999

• Preparer’s 1040, 1065, 1120S & 1120 Editions

• Preparer’s 1040, 1065, 1120S & 1120 All-States

• Prepare, print & e-file unlimited 1040, 1065, 1120S & 1120 client returns

Complete Enterprise Bundle �������������������$1,259

• Preparer’s 1040, 1065, 1120S & 1120 Enterprise Editions

• Preparer’s 1040, 1065, 1120S & 1120 All-States

• Prepare, print & e-file unlimited 1040, 1065, 1120S & 1120 client returns

Order by phone: 1-800-573-4287 - mention code #130631010001 when ordering 14

Save Money! TaxACT 2013 Preparer’s Bundles

1425 60th Street NE Suite 300Cedar Rapids, Iowa 52402

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