- Filing Status
- Number of Dependents
- W-2 information
The UpTax Software Estimator calculates:
- Estimated Federal Tax
- Child Care Credit
- 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.