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IntelliTax Individual
Professional Tax Preparation Software
Whether you run a small tax prep business or manage multiple offices,
IntelliTax Individual allows you to efficiently manage and grow your
business. A cost effective solution for individual income tax
preparation, IntelliTax Individual is fast, accurate, easy to use and
fully integrated with e-filing, bank products and our 43 State tax
preparation programs plus the District of Columbia.
Good Value
One of the most cost effective solutions in the
industry, IntelliTax for Windows includes great features like integrated
Client Organizer, Tax Snapshot, Extensive Billing, Interview Mode, Asset
Center and Report Center.
Fast
IntelliTax for Windows processes tax returns quickly. Single screen
error checking and correction, integrated State Sales Tax Tables,
customized return searching and reporting, hot keys for quick access to
common tasks, consolidated management of assets, data autofill from EIN
and zip code tables for quick data entry, reduce the time spent
completing each return.
Accurate
A comprehensive set
of forms and worksheets cover over 1,000 Federal and State forms,
worksheets and supporting schedules. Whether you process simple 1040s or
more complex returns, IntelliTax for Windows meets your needs.
Easy
A native Windows
solution, IntelliTax for Windows is easy to learn and designed with the
end user in mind. On-screen forms are identical to the Federal and
State paper forms so they’re immediately recognizable and print exactly
as they appear on the screen. Simple program navigation also makes it
easy to train staff.
Solution Highlights:
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State E-filing
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provides convenient
state only e-filing and multi-state e-filing. Once a State Return is
created, it may be electronically filed independently or with the
Federal Return, depending on the State’s requirement.
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Report Center
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the
comprehensive report library enhances business insight and
management. It provides easy-to-use navigation for quick viewing,
printing, exporting and customization of reports such as return
status, productivity, office summary, bank products and mailing
labels.
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Custom Print
Packets - Provides complete control over form and
worksheet printing, allowing you to add or remove any form or
worksheet, set the print order and number of copies, and save for
future use.
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Billing
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offers the
most flexible integrated billing in the business. More than just
form-based billing, you may charge for multiple instance of forms,
selected sections of forms, specific entries or even create
customized billing items.
- IntelliTax Update
- Automated program updates eliminate the worry of manually
applying the latest program Program and State Service Releases.
- Tax Payer
Prior Year Debt - the program notifies an office of
any prior year debt a tax paying customer may have on record.
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Conversion Utilities -
Orrtax provides free conversion utilities for common tax
products including Crosslink, Drake, Lacerte, ProSeries, Sabre,
Tax Slayer, and UTS TaxWise, among others.
The program conversion utilities support the following forms,
schedules and worksheets.
Form
1040 US Individual Income Tax Return
Form 1040A
US Individual Income Tax Return
Form 1040EZ
Income Tax Return for Single Filers with No Dependents
Form
2106 Employee Business Expenses
Form 2106-EZ
Employee Business Expenses Short Form
Form
2441 Child and Dependent Care Expenses
Form
4562 Depreciation and Amortization
Form
4797 Sales of Business Property
Form
4835 Farm Rental
Form
6252 Installment Sale Income
Form
8829 Expenses for Business Use of Your Home
Form
W-2 Wage and Tax Statement
Form W-2G
Certain Gambling Winnings
Form
1099 Misc Miscellaneous Income
Form 1099-R
Distributions from Pensions, Annuities, Retirement or Profit-sharing
Plans, IRAs, Insurance Contract, etc.
Schedule A
Itemized Deductions
Schedule B
Interest and Dividend Income
Schedule C
Profit or Loss from Business (Sole Proprietorship)
Schedule C-EZ
Profit or Loss from Business-Short Form
Schedule D
Capital Gains and Losses, But not Schedule D 1
Schedule E
Supplemental Income and Loss
Schedule EIC
Earned Income Credit
Schedule F
Profit or Loss from Farming
Schedule H
Household Employment Taxes
K-1 Worksheets
Additional Products & Services
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IntelliTax Individual State Programs
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IntelliTax Business
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IntelliManager
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IntelliTax FastFile
System Requirements
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System Requirements |
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Workstation (stand-alone PC)
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Operating System
Processor
RAM
Available
Disk
Space
CD-ROM Drive
Internet Connection
Internet Email
Monitor Resolution
Printers |
Microsoft Windows Vista*; Windows XP*;
Windows 2000 SP4 or above. |
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Minimum
450 MHZ Pentium III |
Recommended
2.4 GHZ Pentium 4 |
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128 MB |
1 GB** |
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500MB*** |
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Yes |
CD-RW |
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Yes |
High Speed Broadband |
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Internet e-mail account that supports file
attachments |
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SVGA 800 x 600 minimum |
1024 x 768 |
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Any Windows PCL 5x compatible printer
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Networks - Microsoft
Windows Vista Business, Ultimate, or Enterprise. Windows XP
Professional SP2 or above, Windows 2000 SP4 or above,
Windows Vista Home Editions and XP Home Edition are Not
Supported for Networks. |
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Database Server - Windows
Vista, Windows 2003 Server, Windows XP Professional SP2 or
above, Windows 2000 SP4 or above (Database Only)
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Data Backup - It
is highly recommended you backup your data throughout the
tax season; you may use a CD-RW, tape, separate computer, or
a diskette. |
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*
Windows Vista Home Editions and XP Home Edition
supported only for non-networked PCs.
**
128 MB
of RAM is required and 1 GB of RAM or higher is
recommended. 128 MB of RAM assumes the minimum operating
system RAM requirements have been met and only one
application is running. Note: Windows XP has a minimum
operating system requirement of 128MB while Vista and
Windows 2003 Server have operating system requirements
above 128 MB.
*** Dependent upon
volume; estimate based on 500 returns - allowing 200MB
application space and an average of 0.6MB per return;
your return size may vary.
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