Renewal Pricing

Early and multi-year pricing is available. Contact your representative for details.

1040SCAN


  • Features

  • Document Coverage List Organizes & bookmarks standard documents
  • Exports standard document data to tax software
  • SurePrep verifies accuracy & completeness of OCR’d standard document data
  • All non-standard documents indexed and organized by SurePrep
  • Identifies, analyzes, and references some non-standard documents

  • ORGANIZE


  • $10

  • yes
  • no
  • no
  • no
  • no

  • PRO


  • $30

  • yes
  • yes
  • no
  • no
  • no

  • Verify


  • $90

    Onshore/

    $52.50

    Offshore

  • yes
  • yes
  • yes
  • no
  • no

  • Verify+


  • $108

    Onshore/

    $63

    Offshore

  • yes
  • yes
  • yes
  • yes
  • yes

1040SCANverify and 1040SCANverify+ amounts shown are estimated per return service fees.
Actual return service fees will be calculated on source document page counts and data entry fields. Contact your representative for details.

OUTSOURCE


  • Features

  • SurePrep completes preparation of tax returns
  • SurePrep provides a reconciled set of leadsheets
  • SurePrep provides missing items notes and preparation notes
  • Does 7216 consent apply?*

  • 1040/1041


  • $485 Onshore SOLD OUT

    $220

    Offshore

  • yes
  • yes
  • yes
  • Only offshore

  • 990/1065/1120/1120S


  • $230

    Offshore-only

  • yes
  • yes
  • yes
  • no

Outsource amounts shown are estimated per return service fees.
Actual return service fees will be calculated on source document page counts, data entry fields and return complexity. Contact your representative for details.

*7216 disclosure is required both for 1040/1041 and 990/1065/1120/1120S, but consent is only required for 1040/1041s.

SPbinder


  • Non-1040/1041


  • $5


  • Leadsheets


  • $15

SPbinder is included at no additional cost with 1040SCAN and Outsource.

TaxCaddy


  • Basic Usage


  • $20


  • Offline Usage


  • $5


  • Smart Links


  • $5


  • (KBA) Fee Per Session


  • $2.50


  • One-click delivery


  • $5


  • Tax Payment Processing*


  • $14.95

    USPS Certified Mail

    $7.95

    USPS First Class Mail

Discounts are available when used in conjunction with 1040SCAN or Outsource.
When used with these services, TaxCaddy is pay-as-you-go; you only pay for the clients who use it. When used stand-alone, payment is due up front.

*Optional. You may choose to cover this cost for your clients.