TaxWorks offers the following products to help with your tax preparation:
Refund Calculator – The Refund Calculator asks for limited attributes that will help you quickly estimate your client’s refund before entering the full return. Entries made in the Refund Calculator can be exported into TaxWorks to create a new client. This product is included in the TaxWorks program. The Refund Calculator is installed during the initial installation. You can access it by clicking the File menu and selecting Refund Calculator.
TaxPlanner – The TaxPlanner helps you predict your clients’ tax situation with up to five different options on the screen at the same time.
ArkWorks® – ArkWorks is a document management system that allows you to scan, store, and retrieve any document, such as tax returns, W-2s, and 1099s. Search documents by key values, full content, or file/folder view. Add text notes or annotations to PDF documents. Convert any document type to PDF.
Convert Clients – If you are a new TaxWorks customer, welcome! We know how important prior year tax data is. We have the tools that will take your client data from your previous tax software and convert it so it is compatible with TaxWorks.Converted data is limited.We convert many tax software packages, but not all.View conversion information on our website at www.taxworks.com.