Being a former HRB Tax Pro, I LOVE your software!! One thing though for the 2019 software I ran into this year: The "Home Office" portion of the Premium was a bit confusing (not enough guidance), especially on how to go about entering Mortgage Interest, unrelated to the home/home office (ie: as in Resort Prop) on the Schedule A. I spent OVER an hour trying to figure out how to add the non-home Resort interest to the Schedule A, in which I couldn't locate because the Schedule A never did didn't pop up for me to view which was TOTALLY FRUSTRATING!! This section COULD be a bit more User Friendly with/in guidance purposes...... Outside of this though EVERYTHING else worked like a CHARM!!!
Does okay, but is difficult to use balance sheet, depreciation, and partnership income features. Clunky on these items. These areas definitely need improvement.
Does not include some NYS forms causing much extra work. The Federal handles complex situations well. Business returns have improved greatly the past several years, LLC’s, SCorp, Trusts
More affordable than most competing software, but some data prompts, data entry, error checking, and data validation prompts seemed unnecessarily obtuse. In one instance I had to enter the information for the state return in a completely different section of the program instead of entering it on the same page while I had that tax form in hand. Worse of all the error checking didn't catch the ommission of the state entry for which there is always an amount if there is federal amount which I had entered. If I wanted an obtuse segregated outdated tax entry method that doesn't catch obvious errors I would just free file my state and federal taxes. The program is far from perfect and did not inspire much confidence that the return is complete or correct. If I hadn't used another program last year and compared returns I probably would have asked for a refund and gone back to that program.
Cons: Time consuming, Doesn't maximize refund, Hard to prepare
Prior to purchase / loading from disc sent in the mail, the program runs through a verification to make sure your system requirements are compatible which it did. One of these checks is operating system. After selecting version of tax software and making purchase I was unable to download program because it said I needed to have windows 10 for it to download. Had to purchase a new laptop because I did not want risk downloading new windows 10 and having compatibility issues with office features on older laptop with 7. Basically I found out my system did not meet requirements until after purchase.
Errors found in accuracy check were not what I selected under vehicle deductions for schedule C small business. Then phantom vehicle not entered would prevent efiling fed. Difficult to fix manually but once I discovered error not entered by me...and deleted vehicle...program let me efile. Took an hour to figure it out. Not good!!!