Answered: Exceed software # returns

CAPCPA · ‎02-06-2021

Purchased software with 50 returns, but what if I receive client requests for a few more.

Can I turn to a pay by return option? Do I have to switch to unlimited returns at substantially higher cost?

What are the options for a small business seeking to grow just a little?

TaxGuyBill · ‎02-06-2021

Yes, you can use Pay-Per-Return after the 50. However, it the PPR fees are quite high, especially if you need the State too. The last I checked, the "break even" point (if you need the State return too) is about 6-8 returns over the 50.

For next year, if you are pretty sure you will go over the 50, consider the Unlimited. Besides including 2 additional States, and you would have more returns available if you ever have late-filers in future years or if you need to amend a previous-year return for a new client.

View solution in original post

TaxGuyBill · ‎02-06-2021

Yes, you can use Pay-Per-Return after the 50. However, it the PPR fees are quite high, especially if you need the State too. The last I checked, the "break even" point (if you need the State return too) is about 6-8 returns over the 50.

For next year, if you are pretty sure you will go over the 50, consider the Unlimited. Besides including 2 additional States, and you would have more returns available if you ever have late-filers in future years or if you need to amend a previous-year return for a new client.

Exceed software # returns

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