Intuit Tax Online Offerings
Intuit Tax Online has received a major ‘face-lift’ and functional improvements for Tax Year 2013, and now Intuit has further expanded the capabilities of their Online Tax offering in the release of Intuit Tax Online Plus.
While the 2013 version of Intuit Tax Online Pro makes use of the same ‘tax engine’ as the 2012 version, it features a new streamlined look, faster performance, and additional content such as Form 990, as well as improved flexibility for viewing on devices like the iPad. But the Intuit Tax Online team has also developed an expanded version of the product that contains the same features as Pro, but also includes Excel import for stock transactions, customized printing, electronic invoicing and payments, and additional pricing options under the new Intuit Tax Online Plus offering. These expanded capabilities of the Plus offering are outlined briefly below.
1. Excel import: Easier & Faster Input of Stock Transactions
Import an Excel file of stock transactions directly into the Stock Transactions Input Screen (Schedule D, Dispositions). Simply acquire the stock information in a CSV or Excel format, which your clients can provide to you by accessing their stock brokerage account and exporting the data.
2. Customized Print Options: Easier & Faster to Print Only What You Want
When Viewing/Printing PDFs within Intuit Tax Online, Plus users will have the option to print a Federal copy, a state(s) copy or the specified forms that you select.
3. Electronic Invoicing & Payments: Easier & Faster to Get Paid
Within Intuit Tax Online, Plus users will be able to create an invoice to be sent electronically to their clients. Within the invoice, simply enter the amount due for the tax return services and then email that information to your client. Once received, your client will be able to make an electronic payment for the tax return services you provided.
To take advantage of the electronic payments functionality, Plus users will need to apply to receive electronic payments through Intuit. You’ll be presented with several plan options, and if your application is approved, payments will be deposited directly to your specified bank account.
4. Special "Plus" Pricing Flexibility
Intuit Tax Online Plus also addresses the pricing flexibility that larger firms often need due to uncertainty regarding the number and type of returns they’ll complete for any tax season. Intuit Tax Online Plus edition offers either a 100 bundle or 300 bundle of “any type” of return for one low price. This means you can mix and match the types of returns you do within one bundle. For example, if you purchase a 100 bundle of Plus returns, you can do 75 individual/25 business returns or 99 individual returns/1 business return.
In addition, once you use all the returns in your Plus bundle, you can buy additional returns at the same low per return cost. For example, if you use all the returns in your 100 bundle of Plus returns and find that you need just a few more returns, you can buy the exact number of additional returns you need.
For full details on functionality and pricing of the Intuit Tax Online Pro and Plus editions, visit the Tax Online website. If you’re not already an Intuit Tax Online customer, take advantage of Intuit’s free trial. You can complete as many practice returns as you like and only pay when you print or e-file a return.
Intuit Tax Online 2013-Tax Season Update Training
Intuit is also offering “free” training on Intuit Tax Online for 2013. You can make sure you're ready for the new tax season with the 2013 Intuit Tax Online Update. This one-hour course demonstrates the many new features and functionality of Intuit Tax Online Pro and Plus, including the new streamlined and improved interface that will make you even more productive this tax season. This course qualifies for CPE credit, and will be conducted at two different dates and times:
December 19, 2013 – 11:00 am Central Standard Time - Register Here
January 15, 2014 – 1:00 pm Central Standard Time – Register Here
Additional training for Intuit Tax Online tax software can be found Here