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.

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:

• State E-filing - 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.

• Integrated Electronic Filing and Bank Products - Refund Anticipation Loans (RALs) and Preferred Electronic Refund Checks (PERCs) are available through our banking partner Santa Barbara Bank & Trust. Instant RALs are also available.

•  Asset Center - consolidates entries required for depreciation deductions on one screen, in an easy-to-use format that preserves user freedom and control over depreciation results. Depreciation automatically calculates for the most common assets or may be customized for more complicated scenarios.

• Report Center - 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.

• Client Organizer - an excellent client retention tool and a great way to remind clients of prior year tax information. It also serves as a tax checklist of pertinent information for you and your staff - a real time saver for information collection.

• IntelliTax Snapshot - allows you to provide a tax estimate in less than two minutes, including all fees.  The information flows directly to forms for quick completion of the return.

• State Sales Tax Tables - the integrated sales tax worksheet makes the tax deduction calculation easy by considering many rules such as pro-rating the table amounts for county and local tax rates, partyear state residents and married-filing-separate.

• Review Return Mode - a powerful, single screen allows you to review and correct errors right on the form for quick return processing.

• 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.

• PDF Printing - any form, report or view may be saved electronically to PDF, including: Returns; Forms; Reports; Client Grid; Client Organizers; and Client Letters.

• IntelliNotes - the equivalent of an electronic sticky note, it allows you to make notes directly on form entries and may also override automatic calculations.

• Forms View - on-screen forms appear identical to the Federal and State printed forms, providing a high familiarity with the program and easy staff training.

• Interview Mode - an efficient method for users lacking a deep familiarity with tax forms, the interview guide asks questions and calculates the forms automatically. The Interview Mode and Forms View displays in a split screen or you may easily toggle between views.

• Security - protect your business by easily setting up and enforcing a user name and password for login. Define role-based security by controlling program functionality for staff such as limiting check printing.

• Client Profile - offers complete management of all returns in your office, from return creation to check printing and all IRS and Bank statuses in between. Organize your office workflow through filtering and search flexibility and provide immediate updates for your customers.

• Billing - 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.

• Integrated Receipt Tracking – Manage receipts from billing to reporting, helping you reconcile payments for tax returns and services.

• 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

• IntelliTax Individual State Programs
• IntelliTax Business
• IntelliManager
• IntelliTax FastFile

System Requirements