X CloseEssential and Plus Plan
Electronic filing fees
Essential and Plus 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
$53.80
480.2EC Entity Conduit
$89.68
480.3II Business with Decree
$269.05
X CloseComplete Plan
Electronic filing fees
Complete 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
$53.80
480.2EC Entity Conduit
$89.68
480.3II Business with Decree
$269.05
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
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
Single Practitioner License
The perfect single-user solution
With a Single Practitioner License, you have everything you need in one place: Puerto Rico and U.S. payrolls. Ideal for those looking for efficiency and flexibility.
AI included with every license
Contributory years included: 2018 to 2025
Essential
Includes electronic filing forms in an economical package.
$100/user
Valid for a single user
Filing fees apply.
BuyFiling fees apply.
Access to tax return at:
Individual:
Individual:
482
1040*
1040 PR/SS
*1040 Annexes Limited
Corporation:
480.2
480.2EC
480.7OE
480.3II
Add-On available:
Payroll and Withholding Add-On ($375 additional) - ContactSales Department
Plus
Includes all module templates for Individual, Corporation, Essential Preparer and more.
$400/user
BuyAccess to tax return of:
Essential License
10 free individual radications
Forms included with no filing fee:
480.2U
480.8
480.8F
480.1SC
480.2U
VOB Patent
OCAM
Add-On available:
Payroll and Withholding Add-On ($375 additional) - ContactSales Department
Premium Bundle
One license of each module to work the entire contributory cycle.
$875/user
BuyIncludes:
Reduced filing fees for corporate tax returns
1 Premium Individual License
1 Premium Corporation License
1 Premium Payroll and Withholding License
Add-On Incentives ($250 additional)
10 free filings per module: Individual, Corporate, Payroll and Retention
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
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
the most powerful tool on the market
Expert Tax offers you everything you need
All the tools you need to manage your firm.
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
Access to spreadsheets
Purchase the plan according to your form requirements
Tax Returns
Essential
Plus
482 - Individual Income Tax Return
1040 - U.S. Personal Income Tax Return* (Limited Schedule)
Schedules included: 1, 2, 3, A, B, C, D, E, EIC, F, H, SE, 8812, Forms included: 1040X, 1116, 1116 AMT, 2210, 2441, 4562, 4684, 4835, 6251, 8283, 8332, 8485, 8582, 8815, 8862, 8863, 8867, 8879, 8880, 8888, 8889, 8898, 8949, 8959, 8962, 1040 EN, 1040 V)
Schedules included: 1, 2, 3, A, B, C, D, E, EIC, F, H, SE, 8812, Forms included: 1040X, 1116, 1116 AMT, 2210, 2441, 4562, 4684, 4835, 6251, 8283, 8332, 8485, 8582, 8815, 8862, 8863, 8867, 8879, 8880, 8888, 8889, 8898, 8949, 8959, 8962, 1040 EN, 1040 V)
1040-SS - Federal Self-Employment Tax Return (Including the Additional Child Tax Credit for Bona Fide Residents of Puerto Rico)
480.2 - Corporation Income Tax Return
480.2(EC) - Pass-through Entity Income Tax Form
480.7(OE) - Income Tax-Exempt Organization Information Form
480.3(II) - Income Tax Return for Businesses with Tax-Exempt Status (new consolidated form)
480.8 - Fiduciary Income Tax Schedule (Estates and Trusts)
480.8(F) - Income Reporting Form for Revocable Trusts or Grantor Trusts for the Benefit of Trustors
AS-29 - Movable Property Tax Schedule
OCAM - Turnover Statement
SC 2225 - Monthly Tax Return
SC 2788 A - Gift Contribution Schedule
SC 2800 B - Relict Flow Contribution Schedule
VOB - Business Volume Statement (Municipal Patent)
Annual Corporate Report
480.1(SC) - Corporate Income Reporting Form
480.2(AI) - 4% Special Contribution Schedule of an International Insurer or International Financial Institution
SC 2225 A - Monthly Tax Return on Gasoline, Gas or Diesel Oil, Fuel, Crude Oil, Derivatives and Other Hydrocarbon Mixtures
480.20(U) - Corporations and Partnerships Act 154-2010
482(C) - Combined Schedule of Partners and Individual Members of Partnerships and Limited Liability Companies
AS-29 - Movable Property Tax Schedule
OCAM - Turnover Statement
SC 2225 - Monthly Tax Return
VOB - Business Volume Statement (Municipal Patent)
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