Transparent pricing
Only pay for the modules you need
Access the tax returns included in the modules. All module licenses have an annual commitment.
Individual
300/user
Buy
Individual payrolls (482, 1040 SS and more)
Private tax returns
Manage group access
10 free efiles per account with your first license
8.96 per additional filing
Corporation
Corporate tax return package with automation tools.
$500/user
Buy
Corporate tax returns (480.2, 480.2EC, 480.7OE and more)
Private tax returns
Manage group access
API integration available
10 free efiles per account with your first license
26.90 per additional filing
Payroll and Withholding
Quarterly and annual tax return package.
$375/user
Buy
Quarterly and annual returns
Handling of employees on payroll (salaried or hourly)
Withholdings management
10 free efiles per account with your first license
$4.47 per additional filing
electronic filing
Prices per location
Product
Price for filing
Unlimited Plan
Payroll and Withholding
$4.47/sheet
1,000/account
Individual
$8.96/sheet
2,500/account
Corporation
26.90/sheet
$3,000/account
Easy and accessible spreadsheets with Independent Preparer module.
Flexible
Accessible
Reliable
Expert Tax Add-Ons
All the tools you need to manage your firm.
Due Dates
Handling of filing tasks to avoid penalties.
$
12/month
Per user
Add-On Incentives
Add-on for corporate spreadsheets from
Industrial Incentives. Electronic filing fee of $29.99.
Industrial Incentives. Electronic filing fee of $29.99.
$
250/year
Per user
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
Features
Everything you need
Offer outstanding quality service to your clients with Expert Tax.
Accessibility
You can work from anywhere and on any computer with Internet access. Just log in to your Expert Tax account and start working.
OCR
Import data directly from PDF with our new OCR (Optical Character Recognition) tool.
Private Tax Returns
Create groups to control access to private returns, such as your personal tax return.
Access to all years
We now give you access to all contributory years with the purchase of each license.
Safety with SOC2 Type 2
The information is encrypted at different levels, in addition, our systems are designed with the security guidelines of the AICPA, FTC, IRS and Treasury.
faq
Frequently Asked Questions
Frequently Asked Questions
Is my clients' 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 monitor security and improve our controls continuously to mitigate risks and protect our customers' data. Learn more here.
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, 480.2, 480.2EC, 480.7OE, 940, 941, 943-PR, 944-SS.
At the moment, the available forms for e-filing are as follows: 482, 1040, 1040PR, 480.2, 480.2EC, 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.
