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Auto
Fill. Many of the data entry fields in the 1040
ValuePak include Auto Fill functions that
automatically populate information. 1040 ValuePak
incorporates advanced data-entry features such as
automatic fill-in of city, state and county
information after entering the ZIP code. |
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EIN
Database. If you have multiple clients that work
for the same employer the EIN Database is a big time
saver. Just enter the EIN and it recalls employer name
and address information to automatically populate a
client's W-2 or 1099 information screens. |
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Overrides.
Data can be overridden, in which case the system uses
a color-coding format to readily identify overridden
fields. 1040 ValuePak also offers the ability to
bookmark, attach notes, and attach a detailed list to
virtually any entry field. These items are brought to
your attention during the review process. |
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Diagnostics
and comprehensive error checking. The Review
Return function guides you through a review checklist,
identifying potential errors, missing information,
overrides and other potential concerns within the
return and allows you to correct errors directly on
the form, all within a single split screen. |
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Comprehensive
Asset Center. The Asset Center consolidates
entries required for depreciation deductions on one
screen. Depreciation automatically calculates for the
most common assets or may be customized for more
complicated scenarios. |
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Reports
Center. 1040 ValuePak features a robust Report
Center, allowing you to run over 80 reports on all
aspects of your business. |
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Client
Letters. 1040 ValuePak offers you a choice of
pre-defined, professional client letters from which to
choose – in both English and Spanish. When you print
out the client letter, information from the client's
federal and multi-state tax returns will merge into
the appropriate fields in the letter. |
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Client
Organizers. Simply print the Client Organizers and
mail them to your clients. The Client Organizer will
guide your clients through completing important tax
information—saving you time when they arrive at your
office. |
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Quickly
and securely e-mail tax returns. 1040 ValuePak
allows you to print a client’s tax return in Adobe
Portable Document Format (PDF) so you may easily
e-mail tax returns to your clients. |
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Paperless
Electronic Document Storage. Printing to PDF also
enables electronic storage of client returns,
improving your office efficiency. It’ll reduce the
amount of paper handling in your office while greatly
enhancing productivity. You can access your archived
tax returns at any time without even leaving your
desk. Not to mention the money you’ll save on paper,
toner, and storage costs! |
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Flexible
integrated billing. 1040 ValuePak’s flexible
integrated billing allows you to preset your prices
and fee schedules, and generate client invoices
automatically. More than just form-based billing, you
may charge for multiple instances of forms, specific
tax return entries or even create customized billing
items. |
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Payments
and Invoices. A fully integrated revenue reporting
and invoice inventory system that helps you reconcile
payments for tax returns and services and tracks fees,
receipts, and deposits with extensive reporting
capability. |
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User
Security Groups. Extensive security options are
available for the multi-preparer and multi-office
operation. Keep your sensitive data secure by allowing
or disallowing preparers to access specific areas of
the program. With user security, you may prevent
preparers from editing billing information, printing
checks, transmitting tax returns, deleting tax returns
and more. |
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Central
Office Manager - enables you to manage,
administer, and control an unlimited number of
satellite offices. It provides a unique competitive
advantage allowing you to grow your business from one
central location. Whether you have 5 or 500 offices,
Central Office Manager enables unprecedented
administration, control, and management over your
remote offices. |
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Automatic
Updates. Our Automatic Updater transparently
detects and updates your federal and state software
with the latest tax law changes and program features
automatically, overnight, even while you sleep! |
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Safety
Net. Taxpayers purchasing SafetyNet when the
original return is E-filed can relax, confident in the
knowledge that SafetyNet covers any additional taxes,
interest and penalties that may result from an audit,
up to a maximum of $3,000. You can increase your
revenues, improve client retention, improve your
ability to compete and reduce your business liability
by offering SafetyNet to your clients. |
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and
much, much more! |
