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IntelliTax Essentials - Overview

Select IntelliTax Essentials if you primarily offer individual Federal 1040 and State returns.

Rely on:

  • Intuitive, easy-to-use forms-based screens to speed you through return preparation
  • Complete tax calculations to maximize your productivity
  • Auto Update, IntelliNotes, Interview Mode and a selection of reports to streamline your tax preparation
  • Integrated bank products and e-filing to better serve your clients
  • Optional Business Pay Per Return to customize service

Simple, straightforward and user-friendly, IntelliTax Essentials provides everything you need to complete returns for individual clients quickly and accurately, allowing you to spend more time with your client and less time on the computer.

For More Information

IntelliTax Essentials Product Sheet (PDF)


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