TaxCalcUSA offers a complete line of professional tax preparation software, reference books, forms and client materials. A few of the products that you are certain to recognize are:

• AmeriCalc
• Great Tax
• QuickFinder
• Stevens Howard

W-2 Forms
1099 Forms
Pressure Seal Forms
Continuous Forms
Envelopes

"With a few keyboard strokes to enter 1099-Div information into AmeriCalc, I saved significant time for me and precious tax dollars for my clients."
N.G. Massachusetts

"You have published a great product. I will purchase the next edition as soon as it is available."
P.S.

"Keep up the good work!"
P.B. - VP Smith Barney

"You provided the easiest and clearest instructions I have ever seen in a tax program.  You people are a pleasure to work with."
F.R. New York, NY

"I'd gladly pay 10 times your asking price. It would still be worth it for all the extra time it gave me with my kids this season."
J.K. Oshkosh, WI

AmeriCalc™ gives you instant access to the following critical mutual fund tax information:

• U.S. Treasury obligations
• Municipal bond income
• Alternative Minimum Tax
• Dividends Received Deduction
• Foreign tax information
• Florida Intangible Percentages

Then it does all the calculations for you. Not only does it save all this information in it database, but it even generates dozens of attractive reports. Not only will you want to keep these reports in your records, but you'll be proud to share them with your clients to demonstrate your hard work and commitment to maximizing their exemptions. This program saves you time, money and can even increase your billings.

Easy to use

You simply select the fund and enter a couple of numbers from the client's 1099. AmeriCalc then automatically fills in all the percentages for that fund from its vast database of thousands of mutual funds. All the percentages, and even a footnote is conveniently displayed on one screen.

To view the calculated results for all the funds right on the screen, just click on one of the View tabs. Or, preview or print one of the dozens of beautiful reports. Besides being very intuitive, AmeriCalc comes with a full user's guide that can be read on-screen or printed. It also ships with a over an hour of video tutorials broken down into over a dozen lessons that can be watch right from the computer.

To view a 30 second demonstration right now, click here.
To Download a free working demo version of the software, click here.

If any of your clients own mutual funds, their returns just aren't done right without examining each fund distribution for possible exemptions. But, it could take you hours just to save your client a couple of hundred dollars.

Fortunately, you no longer have to waste valuable time looking for US Obligation Income percentages, Municipal bond information, AMT, Dividends Received Deductions, or even Florida Intangible tax information.  TaxCalcUSA’s AmeriCalc program has the data and automatically calculates these, and more, for you.

The percentages from virtually every mutual fund (about 80 data points per fund) are included in the software so you do not have to search for the correct figures and then do the calculations by hand. Just select the fund from the list, enter the dollar figures from your client's 1099, and AmeriCalc does the rest.  It knows which percentages apply to your state, and which ones do not.

Without AmeriCalc, it could take you hours to research and find the correct breakdown percentages and properly categorize the distribution amounts. AmeriCalc streamlines the process and saves you valuable time. You do not need to waste time researching and gathering information from different sources.

 

This is the only reference you will need for mutual fund tax information. The new expanded version includes information and calculations for:

• U.S. Percentages from Treasury obligations
• Municipal bond Income Exemptions
• Alternative Minimum Tax Percentages
• Dividends Received Deduction
• Foreign tax information
• Florida Intangible Tax Percentages

AmeriCalc can print dozens of reports and graphs, that pertain to your state and are suitable for client review. The fund data is updated frequently to make sure you stay up to date. AmeriCalc even includes tax savings reports so you can show your clients how much money you saved them and justify any additional fees you choose to add.

Includes data for thousands of popular funds

AmeriCalc has the look and feel of today’s popular, easy-to-use software applications. The point-and-click interface is very intuitive allowing you to master the software quickly. You can even import your client data from a Microsoft Excel^® spreadsheet and export data back to Excel.

Included in AmeriCalc 2007 are the percentage figures for Thousands of Funds in Hundreds of fund families including:

• Fidelity
• Janus
• Putnam
• American Century
• Oppenheimer
• Dreyfus
• Vanguard
• And HUNDREDS MORE!

Our data comes directly from the fund companies. And, because they recognize us as the industry leaders, we get it fast. We usually have published a majority of the fund data by mid January. That's about a month before anyone else! Plus, if a client has an obscure fund that is not currently included in AmeriCalc, you can enter the data yourself and it is saved so everyone in the office can use it again and again. Or, call us and we'll do our best to track it down for the next update.

Because we issue weekly updates of the fund data during the tax season, you do not have to wait until the middle of the season to get your software. If a fund company is late releasing its data, it can always be added through an update.  We ship the software in December and it comes with last years data, so you have plenty of time to work with it and learn how to get the most out of AmeriCalc before the season crunch.

You won't believe how many features we've packed into this program.

The lowest cost and fastest source for this information.
Florida Intangible Module with Fund Percentages.
It ships early.  There's NO mid-season scramble to install it.
AmeriCalc is a stand alone Windows program.
     You do not need Excel or any other software to run it.
It comes with an on-screen video tutorial.
It prints dozens of attractive reports and graphs for each state.
Report Bundling lets you print any predefined group of reports with one click.
Concise data presentation.  Just select the fund once and see all the
     relevant percentages on one screen.
AmeriCalc stores customer information.  You can build an historical
     record of your clients fund distribution information.
Add your own funds and information.  You can even enter information
     about your clients stock transactions.
Data update posted several times a week during tax season.
Super fast data downloads take less than 1 minute on a slow
     dial-up connection.
Import client data into AmeriCalc.  No need to re-type information
Export your clients' data to Excel for further portfolio analysis
The Multi-User version lets everyone in the office share the same
     client and fund data over the network.  Great for productivity.

Completely updated to reflect the new Federal changes for 2007.

When the fund companies begin making the data available to us in January, we pass it on to you fast.  Each data set is cumulative to that point in the year so you don't have to worry about missing any.  And, they are quick.  Each download takes just a few seconds.  We'll notify you via email when there have been additions to our huge database of fund data.

If you are at all reluctant to download the data via the Internet, consider our Update Disc Service.  For a very reasonable $9.95 per year we will send you at least two update discs that contain the latest fund data, as well as, any updates to the AmeriCalc program itself.  Its a real bargain and a great way to make sure you don't miss anything.

Since 2003 AmeriCalc has included a Florida Intangible Tax module. This alone makes it absolutely indispensable for those with clients in Florida.

When you purchase AmeriCalc 2007, you receive free, unlimited technical support* and free data updates for the tax year 2007. Support is available via our website, email and telephone.  Our famously friendly support team always looks forward to helping you.

* Free software support through August 15, 2007. We do not provide tax advice or instructions on how to prepare tax returns. Regular telephone toll charges may apply.

If you are the only person in your office preparing returns, then the single user version is all you need. However, if you have several people preparing returns, you want the multi-user network version. This programs comes with five user licenses. And, if you need more than five, you can add as many users as you need one user at a time. With the multi-user version, everyone on the network can see and share the same data; no need for people to re-enter the same data.   You can also add additional users at anytime with just a phone call.

You don't need a network to benefit from the Multi-User edition.  If you have more than one stand alone computer, its less expensive to buy the Multi-User with the five licenses included, than it is to buy multiple Single User editions.  Remember, it is against the law to put the same copy of AmeriCalc on two computers.  Violators will be prosecuted.

AmeriCalc 2007 is affordably priced. The time you save on processing even one client can easily pay for the entire program.  It ships in December to give you plenty of time to install it.  Reserve your copy today.

Save 20% Now on AmeriCalc 2007