The Beginnings of Taxware Systems

Taxware received it’s start as an outgrowth of the public accounting practice of King T. Dalton, CPA in Ontario, California.  It started with a tax planning program written for the HP 41C programmable calculator in the mid-1970s.

Later, in the same period, the software purchased to prepare tax returns failed to work and as a stop gap a program was written for the HP 85, one of the first small computers, which would print line output. The output was then transcribed by pencil to the tax forms themselves. The next year printing of data was accomplished using the same HP 85 which was sandwiched with transparent overlays to provide completed returns. Marketing started about 1980 and four systems were sold that year.

Taxware was one of the first firms used by the IRS to provide and test e-filing capabilities in its pilot program.  A full range of software is now provided including tax preparation, bookkeeping, and payroll.

HP 41C

HP 85 Computer

Our Mission

Taxware Systems has been around since 1979. We are not new to the industry, and have stood the test of time. Taxware responds to the needs of our customers; many of the features built into our software are a result of user’s suggestions.

We at Taxware understand the importance of timely delivery dates. Taxware always ships the first version of the 1040 program the last week of December, so you have a program to use for your early clients.

Data entry through Taxware is fast and easy. Taxware’s goal over the years has been to develop a system of data entry that is fast and easy enough to use so that information can be entered by the preparer at the time of the interview. Taxware also can be used for data entry with equal ease by an operator untrained in tax.

Taxware’s input is designed with the tax preparer in mind. Taxware users use the 10 key pad to select only the items that apply to each tax return eliminating unnecessary key strokes and screens.

Our calculations are also very fast and complete. In many cases items such as 8582 passive losses, 6251 AMT, SE, EIC, Sch. D, and many more forms, calculations, limitations, and worksheets are created automatically.