The program works well. It guides you through each subject and allows you time to gather additional data. The wait time for help was long. It worked through the selling of my home, but it didn’t have “Buying a Home” in the program.
I use the business just to be able to do 1041's for Trust Accounts. Runs on PC only which is not ideal for me as a Mac user. Next year I can revert to the Mac version and get rid of Windows. I did six returns this year.
Excellent concept but there are other business software apps that are better (more user friendly), but a little more expensive. If the platform was more similar to the personal prep (1040) software, it would be a better product. Plus it would be a plus if the software was more compatible with windows: on Windows updates, Windows gives warnings that the H&R software is "potentially dangerous" and sometimes saved work becomes inaccessible. I don't know exactly why this occurs, but I've seen on on several computers.
Pros: Maximizes refund
Cons: Time consuming, Hard to prepare, Hard to import documents
Partnership questions based on receiving a K 1 from another partnership are vague. It would be better if the questions asked were tied directly to the numbers reported on the K1 received from another partnership and where to enter them.
The personal tax software is quite good. However, the Small Business software is AWFUL !!! It seems difficult to navigate, the cues are not at all intuitive, and I could not not get several key forms that needed. This is not a new issue. The Small Business software has been awful for too many years, and does not seem to be improving.