If you're new to HowardSoft...
... get ready for fully-automated, interactive, and integrated --
not limited by the IRS forms.
We're independent, accurate, knowledgeable, and responsive,
but we don't charge an arm and a leg for it!
To find out more, start with a
of our flagship products, Tax Preparer® and
Real Estate Analyzer®.
2015 Edition of Tax Preparer NOW SHIPPING
The IRS has now starting processing returns for the 2015 filing season, and the first version of our
Form 1040 software for the 2015 filing season has been released. If you have not yet ordered, you
can order most quickly on-line at our On-line Ordering web page. Your order will be
shipped within one business day. Updates to this first release will follow shortly, including the
forms most recently released by the IRS, which was late with many forms because of the recent
year-end tax bill.
NEWS BULLETIN: Major tax bill enacted.
A tax bill that extends numerous expired deductions and credits to 2014
was signed into law on December 19. The IRS then scrambled to redesign their previous drafts
of the new forms
in time for the tax season. They have not yet completed all forms, but they released enough
popular forms to start the tax season on January 20.
NEW for 2015: 64-bit compatibility!
For the 2015 filing season, Tax Preparer
is compatible with all versions of Windows 8 and 8.1, including both 32-bit and 64-bit versions,
and all other Windows versions as far back as Windows XP, whether 32-bit or 64-bit.
Although greatly modified for 64-bit Windows,
the familiar look and feel of Tax Preparer remains the same.
You will have no problem installing or running our software on a new Windows 8 or 8.1 computer,
most of which are preloaded with a 64-bit version of Windows.
TIPS for paid preparers: Get the scoop on mandatory e-file and mandatory registration
TIPS for Windows 7 an 8:
Learn how to avert compatibility issues with Windows 7 and 8 (for prior versions of Tax Preparer only)
Many paid tax preparers will be required to e-file in 2012, as we explain in our latest issue of
However, even if you aren't required to e-file, there are plenty of other reasons to e-file in
2012 and order now:
- Improved accuracy and compliance. IRS checks return for errors and compliance before it is
accepted for filing, so you can correct it before you file it, minimizing embarrassing IRS notices to clients.
- Proof of filing date and time. IRS acknowledges every transmission, and first transmission of return
counts as filing time even when return isn't accepted for filing until days later. No more postmarks required.
- Proof of receipt by IRS. IRS sends acknowledgment once return passes
their checks, giving proof of receipt and acceptance. No more 'lost' returns.
- Faster refunds. Eliminates manual handling of paper returns,
so return is processed immediately once accepted for e-file.
- Increased customer base. Heavy IRS marketing of e-file causes customers to look for e-file providers,
so you'll keep old clients and get new ones.
- Minimized learning time during tax season. Learn now to avoid critical delays later.
It's easy with Tax Preparer, but learning the interface with the IRS can take some time.
And HowardSoft's uniquely personal customer service is always there to help you learn the e-file process and correct
any rejected returns.
Summer/Fall 2011 HowardNews
See an overview below, or click here
for the complete newsletter.
Time is running out for paid preparers. Mandatory e-file and mandatory registration are now in full force,
so you should understand the rules and get prepared now because IRS approvals can be slow.
You'll need this software to e-file any returns with Tax Preparer.
Mandatory e-fle 101.
The popular belief that those who prepare more than 10 returns in 2012 will be required to e-file them all is a gross
overstatement of the facts. In this issue we break down the final regulations so you can determine whether or not
you are required to e-file returns. And even if you are theoretically required to e-file all returns,
we explain which returns you can or must file on paper instead, and what you must include when filing those returns.
Mandatory registration 101.
Unlike the e-file requirements, the registration requirements are absolute.
No matter how few returns you prepare for pay, you must register with the IRS.
Your active PTIN (preparer tax id number) is proof that your registration is active,
but it now expires every year.
You must now renew annually for a $64.95 per year fee.
Even CPAs, attorneys, and enrolled agents are subject to this requirement.
In this issue, we explain the regulations and give you information on
the background checks, competency testing, and continuing education requirements
that will be phased in over the next two years.
New to e-file.
If you haven't e-filed in the past, we provide guidance on the IRS application process, what you must purchase from HowardSoft,
and how e-file works with Tax Preparer.
For details, see the
Summer/Fall 2011 issue of HowardNews.
(This information applies only to the software for preparing returns for tax year 2013 and earlier.
All software for the 2015 filing season [tax year 2014] is 64-bit compatible so that these procedures are not required.)
Good News! You can run Tax Preparer on all versions of Windows 7 and 8, but some versions of Windows 7 and
all versions of Windows 8 may require you to install additional software.
- 32-bit Windows 7: No additional software required. Install and run Tax Preparer as you would with any other software.
- 64-bit Windows 7 Professional, Enterprise, or Ultimate: First, install Microsoft's Windows Virtual PC and Windows XP Mode,
which you can download for free from
Microsoft Virtual PC web page.
Next, open XP Mode and install Tax Preparer. You can then start and run Tax Preparer from your Windows 7 desktop
like any other Windows 7 program.
- 64-bit Windows 7 Home: First, you must upgrade to Windows 7 Professional. Microsoft no longer allows you to purchase
the upgrade on-line, so you must purchase the upgrade from a 3rd-party. You can generally find a 64-bit Windows 7 Professional Upgrade
for less than $150.
Once you have upgraded, you can follow the procedures in the preceding bullet.
(If you have a licensed version of 32-bit Windows XP, there is also a free alternative involving a 3rd-party program called
Virtual Box, but the installation is less friendly and the result is less seamlessly
integrated with Windows 7.)
- Windows 8: You will have to install a virtual PC program on your computer,
such as Virtual Box,
that can run a 32-bit Windows XP operating system within it's program.
Once you install Windows XP within the Virtual PC program,
you will be able to install and run Tax Preparer within the Virtual PC window.
(Unfortunately, Microsoft chose to drop the convenient Windows XP Mode from Windows 8!)
Tax Forms and More
We offer three levels for each Tax Preparer software package:
Click a level above for a list of features and forms built-in and
fully-automated for that level. And to make sure you're not left behind
at the beginning of the tax season,
click here to ORDER ON-LINE.
Get Ready for
e-file is included with Standard and Premium Level CD-ROMs,
but you must:
Except for unusual limitations imposed
by the IRS, you can now e-file most returns ... even when the data does not fit on the IRS paper forms!
This web site last updated January 21, 2015.