X ClosePremium Plan
Electronic filing fees
Premium Plan
Individual
Spreadsheet
Price for filing
482 Individuals PR
$8.96
1040 Schedule of Individuals Federal
$8.96
1040 SS Self-Employment
$8.96
Corporation
Spreadsheet
Price for filing
480.7OE Exempt Organization
$26.90
480.2 Regular Corporation
$26.90
480.2EC Entity Conduit
$26.90
480.3II Business with Decree
$26.90
Payroll & Withholding
Spreadsheet
Price for filing
940/940-PR
$4.47
941/941-PR
$4.47
941-X/941-X(PR)
$4.47
943-PR
$4.47
944-PR
$4.47
Premium Licenses
More power, more control, more productivity
A package for every need: individuals, corporations, payroll and retention, or all in one. Tools made for professionals who demand more.
AI included with every license
Contributory years included: 2018-2025
Individual
Individual tax returns for Puerto Rico and the U.S.
Filing fees.
Filing fees.
300/user
BuyIndividual's spreadsheets:
482
1040*
1040 PR/SS
*Schedule 1040 limited, see details
Spreadsheets without e-file included:
480.8
480.8F
AS-29
OCAM/VOB/Municipal Patent
SC 2225
SC 2788 A
SC 2800 B
10 free account-based radicaciones
Corporation
Corporate and exempt tax returns and more with automation tools. Filing fees.
$500/user
BuyCorporate spreadsheets:
480.2
480.2EC
480.7OE
Add-On Incentives ($250/user):
480.3II
Spreadsheets without e-file included:
480.2 AI
480.2 U
482 C
AS-29
OCAM/VOB/Municipal Patent
SC 2225
10 free account-based radicaciones
Payroll and Withholding
Quarterly, annual, informative and more.
Filing fees.
Filing fees.
$375/user
BuyQuarterly and annual federal payrolls:
940/940(PR)
941/941(PR)
941-X/941-X(PR)
943(PR)
944(PR)
Withholdings management
Handling of employees on payroll (salaried or hourly)
Management of withholdings by service
10 free account-based radicaciones
Informative: 499R-2/W-2PR, 480.3, 480.6A, 480.6B, 480.6B.1, 480.6C, 480.6D, 480.6G, 480.6SP, 480.6SP.2, 480.7, 480.7A, 480.7B, 480.7B.1, 480.7C, 480.7C.1, 480.7D, 480.7E
Premium Bundle
One license of each module to work the whole contribution cycle. Filing fees.
$875/user
BuyIncludes:
Reduced filing fees
1 Premium Individual License
1 Premium Corporation License
1 Premium Payroll and Withholding License
Add-On Incentives ($250 additional)
10 free filings per module: 10 individual, 10 corporate, 10 payroll and withholding 10 free filings per module: 10 individual, 10 corporate, 10 payroll and withholding
electronic filing
Premium license fees per location
Product
Price for filing
Unlimited Plan
Payroll and Withholding
$4.47/per e-file
1,000/account
Individual
$8.96/per e-file
2,500/account
Corporation (Add-On Incentives to file 480.3II)
26.90/per e-file
3,000/account
*These prices do not apply to the Independent Preparer product.
Radica more for less
High volume of filings? Avoid filing fees.
Avoid filing fees by complementing your Premium License with Unlimited Plans. Exclusive for Premium Licenses.
Unlimited Individual Package
Unlimited filing of individual returns for your account.
$
2,500/year
Per company
Unlimited Corporation Package
Unlimited filing of corporate returns for your account.
$
3,000/year
Per company
Unlimited Payroll and Withholding Package
Unlimited filing of payroll and withholding forms for your account.
$
1,000/year
Per company
Product
Price for filing
Unlimited Plan
Payroll and Withholding
$4.47/per e-file
1,000/account
Individual
$8.96/per e-file
2,500/account
Corporation (Add-On Incentives to file 480.3II)
26.90/per e-file
3,000/account
*These prices do not apply to the Independent Preparer product.
Complement your licenses
Add-Ons that make a difference
All the tools you need to manage your firm. Integrate Due Dates, Signatures and more to your workflow. More control, less hassle.
Add-On Incentives
Add-on for Exempt Business Forms under the Puerto Rico Incentive Program.
$
250/year
Per user
Due Dates
Handling filing tasks to avoid penalties.
Learn more.
Learn more.
$
15/month
Per user
Electronic Signatures
To expedite the capture of digital signatures. Shipping charges apply.
Learn more.
Learn more.
$
49/year
Per account
Expert AI Tax Assistant
Artificial intelligence assistant to answer tax questions. Included with your purchase of any license.
Free
Per user
Features
Expert Tax: the most powerful tool on the market
Functionalities designed for demanding professionals
E-File Certified
IRS and Hacienda approved for direct and secure filings
Leaders since 1995
We invented the first tax program in Puerto Rico in 1995.
OCR PDF Import
Convert SURI PDF reports to automatic entries
Advanced Security
Audited SOC 2 Type II compliance in security, availability and confidentiality
Includes Previous Years
Prepare payrolls from 2018 onwards in a single software
Carryforwards
Carry forward credits and losses from one year to the next automatically
TLS 1.3 encryption
Encrypted data between your computer, our servers and Hacienda
Artificial Intelligence
Get instant answers with artificial intelligence
Trial Balance Import
Automate corporate payroll directly from your accounting system
Import Customers
Import customer data in Excel or CSV format
Export Clients
Download customer data in Excel or CSV in seconds
E-File App
One-stop control of your radiation
Data transfer
Complies with the schemes defined by the Hacienda
Multi-User
Designed to scale with your firm (for premium licenses)
Validations
Detect and correct Hacienda and Internal Revenue Service errors before you file
Copy and Share
Ability to copy tax return and share externally
API Access
Contact sales to access our API (Premium only)
Private Tax Returns
Define who can see each tax return and protect confidentiality
Technical Support
Direct technical assistance with experts in real time
faq
Frequently Asked Questions
Frequently Asked Questions
Is my client data secure in Expert Tax?
Expert Tax has SOC2 Type II attestation. SOC2 is a framework developed by the American Institute of CPAs (AICPA) to evaluate the effectiveness of a company's information security controls. SOC2 Type II certification means that an independent auditor has verified that our company's controls are effectively designed and functioning as intended over a period of time. We continuously monitor security and improve our controls to mitigate risks and protect our customers' data.
Does Expert Tax offer a desktop version?
The desktop version of Expert Tax has been discontinued so we will not be offering support or updates for this version.
Filing fees
What is the filing fee?
The filing fee only applies to returns transmitted electronically to the IRS or Department of Revenue. Filing fees are in addition to the license and do not replace the license. Filing fees depend on the product you purchased. Use the filing fee tables for your reference.
At the moment, the available forms for e-filing are as follows: 482, 1040, 1040PR/SS, 480.2, 480.2EC, 480.3II, 480.7OE, 940, 941, 943-PR, 944-SS.
At the moment, the available forms for e-filing are as follows: 482, 1040, 1040PR/SS, 480.2, 480.2EC, 480.3II, 480.7OE, 940, 941, 943-PR, 944-SS.
How many free e-files do I have?
Each account* will have 10 free e-files with the purchase of the first Individual, Corporate and Payroll license.
*Account: The account is your organization's record in Expert Tax that contains all of your firm's users.
*Account: The account is your organization's record in Expert Tax that contains all of your firm's users.
What is the unlimited package and how do I know if it is right for me?
The Unlimited Package allows you to file an unlimited number of filings of your respective module and applies to all users of your account for the tax year.
If you file more than 250 individual returns, you can benefit from the Unlimited Individual Package.
If you file more than 100 corporate returns, you can benefit from the Unlimited Corporate Package.
If you file more than 200 payroll and withholding returns, you can benefit from the Unlimited Payroll and Withholding Package.
If you file more than 250 individual returns, you can benefit from the Unlimited Individual Package.
If you file more than 100 corporate returns, you can benefit from the Unlimited Corporate Package.
If you file more than 200 payroll and withholding returns, you can benefit from the Unlimited Payroll and Withholding Package.
What are the new benefits?
You can create private templates and groups.
You will have access to previous years' templates up to 2018 with the purchase of each license.
The Conduit Entities template is included in the Corporation module.
You will have access to previous years' templates up to 2018 with the purchase of each license.
The Conduit Entities template is included in the Corporation module.
Term and conditions
What is the most important change to my license?
The license will not be perpetual. The license is purchased annually per taxable year and expires in December of each year.
Which tax years does each license include?
Each license will include access to all the tax returns available in the cloud from the 2018 tax year.
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