Great Tax 2009 Software enhancements & Updates

Software Enhancements

Multi-State Automation – Calculating credit for taxes paid to other states will be automated.
Data Entry Speed – the speed of entry screens will be more intuitive and reduce keystrokes. You will be able to use the keyboard to prepare the return vs switching to the mouse. These changes will help improve accuracy and decrease tax preparation time.
Mexico and Canada – Appropriate auto-calculations for Mexican and Canadian dependents and ITINs will help reduce preparation time.
Audit Trail – An audit trail feature will be added to a few key individual forms for 2009. With this feature, on certain forms you will be able to click an output form field and instantly view details on how the amount was derived.
E-File from within the program – An option will be added to e-file a return from the review screen without having to log into the E-File Center separately.
Lock Completed returns – A feature will be added to allow you to lock the return after tax preparation is complete, protecting the integrity of the data filed with federal and state agencies.
Multiple Form Display in Input Forms List – You will have the ability to quickly see all forms associated with a return (e.g. W-2 #1, 2, 3 ) in the form input pane.
Quick EF Lookup Tool – A hot key link is being added to link you directly to a screen displaying e-file statuses and detailed bank information.
Enhanced Multiple Office Management Tool – Enhanced reports and other features will allow multiple e-file office/location providers to efficiently manage and oversee e-file and bank activity from one location.

E-Filing Updates

The following are expected states to be added for Business E-Filing for 2009. This list is tentative and subject to change.

1065: AL, CO, DE, LA, MN, MS, ND, PA, VA, WV
1120: AL , FL, IA, IL, LA, MN, MO, MS, MT, ND, OK, SC, VA, WV
1120S: AL, FL, LA, MN, MO, MS, ND, OK, SC, VA, WV

PUP Pricing

Federal Business PUPs (Includes one state): $35.00
State Individual PUPs or additional State Business PUPs: $17.00

Great Tax Bank Network/Technology Fee

For each Great Tax Bank Product, in addition to the bank fee, a $12 or $18 Great Tax Bank Network/Technology fee is charged and deducted directly from the taxpayer’s refund proceeds. $18 (Chase) $12 (Santa Barbara Bank and Trust)

Great Rewards Program

Ability to earn up to $3 per paid bank product return depending on bank return volume. Visit www.greattapro.com for more details

Supported Operating Systems

Windows® VISTA (32-bit), Windows® XP Pro/Home/Media Edition, and Windows® Server 2003/2008

Please go to www.greattaxpro.com for a complete list of 2009 System Requirements

Note: Enhancement and Update information subject to change.