� Modernized E-File gets Acknowledgments in minutes not Days
� Correct Errors while client is in your office
� Faster Return submission means Faster Refunds
� Federal Individual MeF
� Federal Corporate MeF
� State Individual MeF
� State Business MeF
� Puerto Rico Hacienda Certified 2012/2013

� Access through the customer portal website
� Computer Based Training self-paced training on TaxExact.
� Tax Training for the beginner Taxes 101
� IRS Competency Test Training prep/refresher course to prepare you to take the IRS required test.

� Text Message customers on their birthday or when their refund check is ready
� Email customers on their birthday or when their refund check is ready
� Retain customers by using the Text or Email function for their special occasions

� Pre-Paid Card Integrated Option
� Direct Deposit Integrated Option
� Check Print Integrated Option

� Appointment Scheduler automatically imports user information from TaxExact.
� Quickly Create Appointments via Compact and uncluttered graphical interface.
� Calendar incorporated into the default email program comparable to leading operating system.
� Time Clock virtual time card allows user to make record of time-in/lunch/break/etc.
� Time Sheet maybe printed at end of pay cycle
� SMS Text Messaging to your client�s cell phones. (Imported automatically from program)
� Embedded Email Systemallows user to e-mail appointment reminders to client from within Appointment Scheduler.
� EMAIL Messages to your clients computer or cell phones. (Imported automatically from program)

� One Click Toggle changes the input screen from English to Spanish.

� After the Fact Payroll allows the creation of Forms W2, 1099, 940, 941, 944, W3, & 1096
� After the Fact Payroll creates w2�s and 1099�s while preparing a Sole Proprietors or a corporate tax return on the fly.
� After the Fact Payroll can be used to create forms for both the employees and employers.
� 1040 Peek observe the actual 1040 form without leaving the return

� 1040 Peek observe the actual 1040 form without leaving the return

� Upload/Download to the PTIN Preparer for final approval and e-Filing or Support
� Multiple Office Management allows return review from main office by a certified PTIN holder

� Interview Input Mode prepares an entire return through Interview Mode.
� Interview Input Mode quickly creates Form 1040-EZ/Form 1040A without switching to Forms Input Mode.
� Education Expenses calculates for both primary taxpayer and dependents.
� Preparer Information can be input in interview mode.
� Account Information can be input in interview mode for refund/payment purposes.
� Boolean Indicator for the following items:
o Interest
o Unemployment income
o Alimony paid/received
o Self-Employed income
o Capital gains/
o Retirement income
o Rental/royalty income
o Social Security income
o Home expenses

If taxpayer has received any of the above, the appropriate forms will be added to the return.

� Forms Input Mode prepares an entire return through Forms Mode.
� Forms Input Mode quickly access any form from the 1040 by right click or double clicking the mouse.

� Scan Documents (W2�s etc.) directly into the program.
� Save Returns in the Electronic File Cabinet by �Print to File Cabinet�
� Save Returns to .PDF in the Electronic File Cabinet.
� Online Storage to accessing .PDF�s from anywhere (Coming 2012/2013)
� W2 needed only to create Estimate of your clients refund.
� New Client button will transfer the Estimate to an actual return.

� Windows 7 32-bit & 64-bit
� Windows VISTA 32-bit & 64-bit
� Windows XP Service Pack 3 32-bit only
� Windows Server 2003 Service Pack 2
� Windows Server 2008
� Linux PC & Server
� Mac Compatibility coming soon

� NOT SUPPORTED:
� Windows XP 64-bit — Not Supported
� Windows 95/98/ME — Not Supported
� Windows NT 3.5/4.0 — Not Supported
� Windows 3.1 — Not Supported
� OS-2 — Not Supported

� MINIMUM SYSTEM REQUIREMENTS:
� 2.0 GHZ Processor
� 1 GB RAM
� 40 GB Hard Drive Space
� 16X CD-ROM
� DirectX 9.0 compatible if Windows
� 17" LCD screen or higher
� High speed DSL/Cable/Broadband, etc
� 3G, 4G etc. network cards are NOT supported

� RECOMMENDED SYSTEM REQUIREMENTS
� Dual core processor or better
� 4GB RAM
� 120 GB Hard drive space
� 50X CD-ROM
� DirectX9.0c compatible if Windows
� 19-24" LCD widescreen (For best results, we reccomend a monitor which displays in a 16:10 aspect ratio.)
� High speed DSL/Cable/Broadband, etc.
� 3G, 4G etc. network cards are NOT supported

� Windows Networkable
� Linux Networkable

� Live Phone Toll Free Year Around
� Live Chat During in Tax Season
� Email Year Around
� By Appointment (Networking, Conversions, Installation) Year Around
� In Person at TaxExact (No Charge) Year Around
� In Person at Your Location (Expenses Charged in advance) Year Around
� Webinar Year Around off season webinars are recorded earlier
� Tutorial Video�s self-paced
� TaxExact Community Board for giving help and receiving help (coming 2012/2013)

� Professional Preparer Software Coming in 2012/2013 Beta Testing
� Consumer Prepared Software Coming in 2012 / 2013 Beta Testing

� File Center base in Cloud Computing on the pacific west coast with a complete mirrored file center in Tennessee enabling 100% up time.
� Real-time Expansion Cloud Computing can add additional servers as needed enabling 100% up time.

� 1065 Module Allows user to prepare and electronically file Form 1065 (U.S. Return of Partnership Income)
� 1065 Module will contain all MeF-compliant forms and schedules associated with the filing of Form 1065.
� 1120 Module Allows user to prepare and file electronically Form 1120
� 1120 Module will contain all MeF-compliant forms and schedules associated with the filing of Form 1120.
� 1120S Module Allows user to prepare and file electronically Form 1120S
� 1120S Module will contain all MeF-compliant forms and schedules associated with the filing of Form 1120. .
� 1120-H Module program will contain Form 1120-H (U.S. Income Tax Return for Homeowners Association).
� 1120-H Module form 1120-H is not MeF compliant; Form 1120-H must be paper-filed.

� Asset Information will be entered in one of two menus, depending on the type of asset.
� Depreciation Information is now entered in the �Asset Depreciation Summary� found on Form 4562.
� �Asset Depreciation Summary� is in grid format; information on multiple asset depreciation for the same business may be entered in the same menu.
� Depreciation will calculate automatically, and will be carried from Form 4562 to the appropriate parent form.
� Vehicle Expense Worksheet information now entered in �Vehicle Depreciation� menu on Form 4562.
� Automatically calculates actual expenses or the standard mileage rate, based on what would be more beneficial to the taxpayer.
� Vehicle Expenses will calculate automatically, and will be carried from Form 4562 to the appropriate parent form.
� Grid Format Inputs are made for ease of use.