IntelliTax Expert includes:

1. IntelliTax Individual software for fast, easy and accurate individual Federal 1040 and State tax preparation.

2. IntelliTax Business & IntelliTax Fiduciary software for completing Federal Corporation (1120), S-Corporation (1120S), Partnership (1065) and (1041) Fiduciary Returns.

IntelliTax Individual and IntelliTax Business integrate to provide you a seamless experience.

Features:

• Built-In Auto-Updates - Automated Program updates eliminate the worry of manually applying the latest program Service Releases
• Integrated Receipt Tracking - Manages receipts from billing to reporting, helping you reconcile payments for tax returns and services
• My Returns - IntelliTax Individual provides a filter that includes returns assigned to the logged in User
• Tax Estimator - Allows you to quickly provide a tax estimate in less than two minutes, including estimates for fees that might arise
• Employer Identification Number Data - Available on select forms - EIN data is available on forms where EIN company information is required. Simply enter the EIN, then the company name and address auto-display on each return after the first time you enter the information
• Expanded Tax Summary - The printed Tax Summary prints over 75 possible data fields from within the tax return so you may include a copy as a top page in a file for easy reference
• IntelliNotes - Allows you to mark entries for later review, overrides automatic calculations and explains back entries or reminds you to review them
• Integrated Electronic Filing and Bank Products - Refund Anticipation Loans (RALs), Instant Loans (IRAL/RAL Advance) and Preferred Electronic Refund Checks (PERCs) are available through our banking partners: Santa Barbara Bank & Trust, Chase and Republic Bank
• Review Mode - Prompts you to required-entry fields for quick corrections and verification
• Extensive Reports - Numerous pre-built reports allow you to easily view status of bank products, electronically filed returns and office management
• On-site Filing Center - 24/7 access to our on-site Filing Center provides you up-to-the-minute status reports
• K-1 Import - Import K-1s into individual returns from business returns you prepared

IntelliTax Business currently includes the following most commonly filed Federal forms: