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IntelliTax Enterprise - Features

IntelliTax Enterprise includes:

  1. IntelliTax Individual software for fast, easy and accurate individual Federal 1040/State tax preparation.
  2. IntelliTax Business & IntelliTax Fiduciary software for completing Federal Corporation (1120), S-Corporation (1120S), Partnership (1065) and (1041) Fiduciary Returns.
  3. IntelliTax Manager software for unprecedented control, administration and management from a single office.

Use IntelliTax Manager in your central office to easily:

  • Set up and manage IntelliTax configuration options for remote offices
  • Establish tax preparation pricing for all your offices
  • Review returns prepared by remote offices prior to e-filing
  • Configure bank product information and pricing for remote offices
  • Review tax preparation activity for remote offices in consolidated reports
  • Review e-filing and bank product activity for remote offices in up to the minute consolidated reports
  • Set up and manage preparers and user security settings for remote offices
  • Move returns from one office to another to make use of preparer expertise
  • Consolidate and move returns between offices to ensure client data is available year round

You determine the degree of management control over remote tax preparation offices. With Central Administration capabilities, IntelliTax Manager allows you to configure Bank, Billing, Software and Tax Preparation options in one place and send to the remote office for downloading. Configure everything centrally for the remote office or allow them control over items you specifically select.

For More Information

IntelliTax Enterprise Product Sheet (PDF)

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