UpTax Estimator

UpTax Software now offers a fast, easy-to-use software module that can give you an accurate estimate of your customer’s tax refund within minutes. As a stand-alone module from the tax software, the UpTax Software Estimator has the ability to accurately estimate 1040EZ, 1040A and limited 1040 (net self-employment and investment income) type returns.

Simply enter:

• Filing Status
• Number of Dependents
• W-2 information

The UpTax Software Estimator calculates:

• Estimated Federal Tax
• Child Care Credit
• EIC
• Additional Child Tax Credit
• Estimated Federal Refund
• Even EIC Combat Pay

 

Includes ability to estimate health insurance penalties separately.

Provides a client letter of the estimated federal tax and includes a liability disclaimer to be signed by the client or prospective client.

Easy enough for someone with no tax preparation knowledge to use.

Stands alone from the tax preparation software for quick refund estimates without having to create a tax return file.