"I love your products and use it all the time." Gerry McReynolds, Tigard, OR
TaxTools ™
Powerful Tax Planning, Retirement, and Financial Utilities, PLUS Tax Forms and Flowcharts
Purchase Options
TaxTools $199.00Buy Now
TaxTools Renewal $184.00 Renew
TaxTools plus Network Upgrade$374.00Buy Now
TaxTools Renewal plus Network Upgrade$359.00 Renew
TaxTools Network Upgrade Only
(For customers who already own TaxTools Single User version)
$175.00Buy Now
Screenshots
Screenshot1  Screenshot2  Screenshot3
FeaturesGeneral UtilitiesFlowchartsFederal FormsState FormsFinancial Calculations
CFS TaxTools ™ is the most widely used program of its kind in the tax profession!
Released in January of each year
Features:
  • Worksheets print with the client's name and your firm name in a professional quality format. Include them as attachments to the tax return or present to the client with an invoice, which can also be generated by TaxTools.

  • Hundreds of tax forms included (many not found in tax preparation software), such as SS-4, Power of Attorney and Offer in Compromise.

  • Client information is mapped directly onto the form. Multiple versions of a form may be saved for a client. Forms print exactly as they appear on screen. Most forms can be e-mailed as a PDF.

  • Handy financial calculators, including Mutual Fund Average Cost Basis and several Loan and Investment modules.

  • Flowcharts allow you to answer a series of questions to determine filing status, inherited IRA options, whether the taxpayer falls under the "Kiddie Tax" rules, etc. Update from the internet when forms or laws change.

  • Data backup and restore. Save clients to any type of storage device and easily retrieve them with a few clicks.

  • Client and preparer database. Add an unlimited number of clients, employees, and preparers. Easily manage them with our intuitive interface.

  • Tutorial & context sensitive help. Watch a movie with step-by-step instructions on how to use various parts of the program. Or, get help on-the-fly as you use each module.

  • Federal/State Planner and over 300 modules, including:
        78 General Utilities
        38 Flowcharts
        141 Fill-in Forms
        24 Retirement Calculations
        23 Financial Calculations

  • Imports clients from a variety of formats:
        Lacerte ®
        TaxWorks ™
        ProSystem fx ™
        CFS programs
        ASCII files

  • Federal/State Tax Planner -
    Comprehensive 5-year or 5-scenario tax planner can be used to do tax calculations or do projections based on "what-if" scenarios. Includes:
        AMT
        SE Tax
        Phase-outs
        EIC
        Child Tax Credit
        Dependent Care Credit

  • Save valuable time during tax season and throughout the year with easy-to-use modules, such as:
        Minimum IRA Distribution
        Estate Tax Calculator
        Tax Deferred Exchanges
        Auto Lease Inclusion Amount...and more!

pdf Sample Printout
pdf View Flyer
update Download Demo
 System Requirements
  • OS: Windows 10, Windows 8.1, Windows 7, Windows Vista, Windows XP, Windows Server 2019, Windows Server 2016, Windows Server 2012, Windows Server 2008, Windows Server 2003
  • Processor and RAM appropriate for the operating system
  • Minimum 100MB hard drive space