This annual survey shows how cpas rate the tax preparation software they used during last tax season and how it handled the recent tax law changes. In this years survey by the jofa and the tax adviser, more than 5000 cpas assessed the software they used to prepare 2012 tax returns. Tax software use among chartered public accountants cpas from firms with five or fewer partners in the united states as of 2017 graph. Each year, the journal of accountancy and the tax adviser team up to survey aicpa members in order to assess popular tax preparation software from the. Although it is not widely used among respondents, cch axcess tax, a product used predominantly in larger firms, while not showing a big increase in absolute numbers, did grow in share of respondents from 2. For the results of last years survey, see 2016 tax software survey, jofa, aug. Journal of accountancy 2018 tax software survey results taxing. Invitations were emailed to approximately 1,500 individuals from the nysscpas database of members with an indicated interest in tax. Cpa tax return preparers in 20 contended with a compressed filing season and widespread reports of software performance problems. The journal of accountancy is the ultimate resource for todays cpa, providing daily professional and regulatory updates, breaking news and videos. The tax adviser and the journal of accountancy conducted a survey of aicpa members who prepared 2009 tax returns for a fee to determine which tax preparation software products were the most popular, what aspects of those products preparers liked, and what they disliked. In 2018, new york tax professionals participated in the 17th annual tax software survey, sharing their insights with readers of the cpa journal.
In this years survey by the jofa and the tax adviser, more than 3,800 cpas assessed the software they used to prepare 20 tax returns. Select to receive all alerts or just ones for the topics that interest you most. The journal of accountancy and tax adviser recently released the results for the aicpas tax software survey 2018, which polled more than. Overall, respondents rated their software an average of 4. Users of three products, lacerte, prosystem fx, and ultratax cs, formed a majority of respondents. This year, firms of five or fewer practitioners accounted for 74% of users of all products, with 17% in firms of six to 20 practitioners, nearly 6% in firms of 21 to 100, and firms of more than 100 accounting for a little over 3%. This site uses cookies to store information on your computer. Fischer, phd, cpa is a professor emerita of accounting at st. The 2018 survey included the tax software ratings questions from prior. Software producers, the irs, and tax preparers alike had to scramble to revamp their systems to reflect the.
The most marked difference in software survey results this year from. In this years survey by the jofa and the tax adviser, more than 5,000 cpas assessed the software they used to prepare 2012 tax returns. Fischer, phd, cpa, cgma is a professor of accounting at st. The 2019 survey included the tax software rating questions from prior years. In our annual survey, thousands of tax practitioners assessed the software they used to prepare 20 returns. Paul bonner is a senior editor, tax, for the tax adviser and the journal of accountancy. Of the 3,833 cpa respondents who indicated that they prepared tax year 20 returns for a fee, 3,817 predominantly used one of 15 software products identified by the survey.
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