Powerful Tax Planning, Retirement, and Financial Utilities, PLUS Tax Forms and Flowcharts. 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.
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