| |
 Filing Statistics |
| Products
respondents used, switched to and their
future plans |
| Tax
program |
0–50 |
51–100 |
101–200 |
201–500 |
501–1,000 |
1,001–2,000 |
2,001–5,000 |
5,001–10,000 |
10,000+ |
| ATX MAX |
21.9% |
19.9% |
27.4% |
24.0% |
5.5% |
1.4% |
0.0% |
0.0% |
0.0% |
| Drake
Software |
11.1% |
12.7% |
17.5% |
31.7% |
17.5% |
7.9% |
0.0% |
1.6% |
0.0% |
| GoSystem Tax RS |
26.3% |
15.0% |
13.8% |
17.5% |
12.5% |
3.8% |
3.8% |
5.0% |
2.5% |
| Lacerte Tax |
8.9% |
8.4% |
14.8% |
34.0% |
19.5% |
9.7% |
4.1% |
0.0% |
0.2% |
| ProSeries
Professional |
17.5% |
11.6% |
21.9% |
29.7% |
15.9% |
3.1% |
0.3% |
0.0% |
0.0% |
| ProSystem fx
Tax |
7.3% |
8.6% |
10.7% |
26.6% |
21.0% |
14.7% |
10.1% |
1.0% |
0.2% |
| TaxACT
Preparer’s Edition |
66.7% |
22.2% |
11.1% |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
| TaxWise |
8.3% |
16.7% |
4.2% |
33.3% |
29.2% |
4.2% |
0.0% |
0.0% |
4.2% |
| TaxWorks |
5.9% |
2.9% |
17.6% |
44.1% |
14.7% |
14.7% |
0.0% |
0.0% |
0.0% |
| UltraTax CS |
4.15 |
7.2% |
12.1% |
34.2% |
23.4% |
14.4% |
4.1% |
0.5% |
0.0% |
|
| |
What
proportion was for individuals? |
| |
| Tax
program |
0% |
1%–20% |
21%–50% |
51%–70% |
71%–90% |
91%–100% |
| ATX MAX |
0.0% |
0.7% |
5.5% |
20.7% |
51.0% |
22.1% |
| Drake
Software |
0.0% |
0.0% |
3.3% |
19.7% |
70.5% |
6.6% |
| GoSystem Tax RS |
14.1% |
11.5% |
33.3% |
12.8% |
19.2% |
9.0% |
| Lacerte Tax |
0.0% |
1.5% |
9.6% |
33.3% |
50.6% |
5.0% |
| ProSeries
Professional |
0.0% |
0.6% |
9.7% |
23.6% |
51.8% |
14.2% |
| ProSystem fx
Tax |
0.8% |
3.7% |
20.3% |
38.9% |
32.0% |
4.2% |
| TaxACT
Preparer’s Edition |
0.0% |
0.0% |
0.0% |
11.5% |
26.9% |
61.5% |
| TaxWise |
0.0% |
0.0% |
4.2% |
12.5% |
54.2% |
29.2% |
| TaxWorks |
0.0% |
3.0% |
9.1% |
30.3% |
57.6% |
0.0% |
| UltraTax CS |
0.5% |
1.3% |
12.2% |
37.8% |
45.8% |
2.3% |
|
| |
What
proportion was for business? |
| |
| Tax
program |
0% |
1%–20% |
21%–50% |
51%–70% |
71%–90% |
91%–100% |
| ATX MAX |
9.7% |
44.1% |
44.1% |
0.7% |
0.7% |
0.7% |
| Drake
Software |
1.6% |
49.2% |
49.2% |
0.0% |
0.0% |
0.0% |
| GoSystem Tax RS |
5.1% |
15.4% |
34.6% |
15.4% |
15.4% |
14.1% |
| Lacerte Tax |
1.8% |
34.0% |
58.0% |
3.5% |
2.0% |
0.6% |
| ProSeries
Professional |
5.85 |
40.1% |
48.9% |
4.2% |
1.0% |
0.0% |
| ProSystem fx
Tax |
2.0% |
20.0% |
62.6% |
7.7% |
6.2% |
1.5% |
| TaxACT
Preparer’s Edition |
38.5% |
46.2% |
15.4% |
0.0% |
0.0% |
0.0% |
| TaxWise |
20.8% |
54.2% |
20.8% |
4.2% |
0.0% |
0.0% |
| TaxWorks |
0.0% |
36.4% |
57.6% |
3.0% |
3.0% |
0.0% |
| UltraTax CS |
1.0% |
27.6% |
62.5% |
6.3% |
2.1% |
0.5% |
|
| |
How many
federal returns did your firm file? |
| |
| Tax
program |
0 |
1–50 |
51–100 |
101–200 |
201–500 |
501–1,000 |
1,001–2,000 |
2,001–5,000 |
5,001–10,000 |
10,000+ |
| ATX MAX |
0.0% |
24.0% |
24.7% |
25.3% |
20.5% |
4.1% |
1.4% |
0.0% |
0.0% |
0.0% |
| Drake
Software |
0.0% |
11.1% |
15.9% |
15.9% |
30.2% |
17.5% |
7.9% |
0.0% |
1.6% |
0.0% |
| GoSystem Tax RS |
0.0% |
31.3% |
16.3% |
11.3% |
16.3% |
10.0% |
5.0% |
5.0% |
2.5% |
2.5% |
| Lacerte Tax |
0.5% |
9.7% |
13.2% |
14.5% |
32.9% |
17.2% |
9.3% |
2.7% |
0.0% |
0.0% |
| ProSeries
Professional |
0.0% |
17.5% |
17.2% |
20.3% |
29.1% |
13.1% |
2.8% |
0.0% |
0.0% |
0.0% |
| ProSystem fx
Tax |
0.2% |
8.1% |
15.0% |
10.1% |
25.6% |
19.5% |
12.5% |
8.9% |
0.2% |
0.0% |
| TaxACT
Preparer’s Edition |
3.7% |
66.7% |
18.5% |
11.1% |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
| TaxWise |
0.0% |
12.5% |
20.8% |
4.2% |
45.8% |
16.7% |
0.0% |
0.0% |
0.0% |
0.0% |
| TaxWorks |
0.0% |
5.95 |
11.8% |
14.7% |
41.2% |
11.8% |
14.7% |
0.0% |
0.0% |
0.0% |
| UltraTax CS |
0.0% |
5.1% |
14.1% |
10.8% |
33.9% |
20.6% |
11.8% |
0.3% |
0.3% |
0.0% |
|
| |
How many
state returns did your firm file? |
| |
| Tax
program |
0 |
1–50 |
51–100 |
101–200 |
201–500 |
501–1,000 |
1,001–2,000 |
2,001–5,000 |
5,001–10,000 |
10,000+ |
| ATX MAX |
3.4% |
36.3% |
17.1% |
22.6% |
16.4% |
3.4% |
0.7% |
0.0% |
0.0% |
0.0% |
| Drake
Software |
0.0% |
19.0% |
14.3% |
17.5% |
25.4% |
14.3% |
7.9% |
0.0% |
1.6% |
0.0% |
| GoSystem Tax RS |
1.3% |
32.5% |
12.5% |
12.5% |
16.3% |
11.3% |
2.5% |
5.0% |
3.8% |
2.5% |
| Lacerte Tax |
1.1% |
21.3% |
8.8% |
13.4% |
29.5% |
15.7% |
8.1% |
2.1% |
0.0% |
0.0% |
| ProSeries
Professional |
1.9% |
32.5% |
12.5% |
17.2% |
24.7% |
8.4% |
2.8% |
0.0% |
0.0% |
0.0% |
| ProSystem fx
Tax |
1.3% |
14.7% |
9.6% |
12.2% |
24.3% |
17.8% |
12.0% |
7.9% |
0.2% |
0.0% |
| TaxACT
Preparer’s Edition |
14.8% |
59.3% |
14.8% |
11.1% |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
| TaxWise |
4.2% |
16.7% |
20.8% |
0.0% |
37.5% |
16.7% |
4.2% |
0.0% |
0.0% |
0.0% |
| TaxWorks |
0.0% |
29.4% |
2.9% |
11.8% |
32.4% |
11.8% |
11.8% |
0.0% |
0.0% |
0.0% |
| UltraTax CS |
1.3% |
16.2% |
9.3% |
11.3% |
31.9% |
17.2% |
9.8% |
2.6% |
0.5% |
0.0% |
|
| |
Electronic
filing of tax returns |
| |
| Tax
program |
Percentage
of federal returns e-filed this year |
Percentage
of federal returns e-filed last year |
Percentage
of state returns e-filed this year |
Percentage
of state returns e-filed last year |
| ATX MAX |
61.1% |
47.2% |
55.2% |
44.1% |
| Drake
Software |
68.3% |
57.5% |
65.1% |
54.3% |
| GoSystem Tax RS |
22.1% |
13.4% |
20.1% |
13.9% |
| Lacerte Tax |
54.4% |
44.2% |
47.2% |
37.4% |
| ProSeries
Professional |
48.3% |
36.3% |
40.5% |
31.2% |
| ProSystem fx
Tax |
49.7% |
38.1% |
40.7% |
31.1% |
| TaxACT
Preparer’s Edition |
56.9% |
36.7% |
48.3% |
35.3% |
| TaxWise |
77.5% |
67.5% |
66.1% |
58.5% |
| TaxWorks |
62.5% |
48.9% |
51.5% |
41.5% |
| UltraTax CS |
54.0% |
42.7% |
47.8% |
38.4% |
| Average |
55.5% |
43.3% |
48.3% |
38.6% |
|