Individual Returns

Professional Individual Return Preparation Workflows.

Prepare supported individual federal and state returns with professional preparation, filing, and client-document workflows.

Key Capabilities

Designed for a More Organized Tax Practice

Capabilities can vary by plan, configuration, tax year, and supported filing type.

Preparation

Support applicable individual filing workflows across supported jurisdictions.

Filing

Use supported e-filing workflows for submission and filing-status activity.

Documents

Pair preparation with Taxpayer Vault and supported document tools.

Learn More

Compare current filing capabilities and plan configurations before purchase.