Congratulations on a successful tax season!

Congratulations! You made it!

The high pressure of an even more compact tax season has come to an end. All of us at Taxware Systems congratulate you on making it through and hopefully having a great tax season. The IRS made it interesting at the end with their servers going down on the last day but they are back up now and the systems should get caught up tonight with acknowledgements.

We too will be celebrating our favorite holiday by closing the office on Friday, April 20th for a well-deserved break for our amazing staff.

As a reminder, starting Wednesday, April 18th we will return to our regular business hours of M-F 8AM to 5PM PST.

As you can see we are always making improvements to our brand, our software and our ability to communicate effectively with you, our clients.

As always, our tech support and sales team is here to help you year-round. After you take a much-needed break, please call us during the off season to delve further into the functionality and features of our programs. We will gladly make the time to demonstrate and answer your questions one on one.

Your invoice for the 2018 tax year will be in the mail shortly. Early renewal pricing is available until May 31st, so be sure to secure that benefit for your company.

New Wintax Program, New Website, and now a New Logo!

What is NOT NEW? Our dedication to our fantastic clients, many of whom have been with us for over 30 years! Thank you for the trust you place in us every year in this truly ever-changing industry. It is a pleasure to provide your tax and accounting preparation software

Warm Regards,
Taxware Systems

Client Comparison and Batch Extensions

Toward the end of tax season, we field some telephone calls helping clients transmit extension form 4868 for their clients. When the telephone call is about finished the client will make a comment something along the lines of “thanks, one down 40 to go!”. It’s about that time Taxware customer support becomes their best friend when they let them know that there is an easier way to do all their extensions in a batch.

For our Legacy clients this process is done using a utility program called “Client Comparison”. Like the name of the program eludes to, this program basically compares your current year data folder with your prior year data folder to build a database of the tax payers you haven’t recalled and worked with yet. With this database you can send extensions in a batch.

This utility program is available now at our downloads page. We have included both a “How To” use the program guide as well as an “Electronic Filing” guide. Here is the link to the access the Client Comparison download page. Please follow the instructions on the download page and then click the help buttons in the program to access these guides.

Here is a link for a step by step guide showing how to use the comparison tool and how to batch e-file extensions.