- Projects taxable income and calculates required withholding allowances
- Enter YTD data for increased accuracy in mid-year calculations
- Allows your clients to plan their refunds
- Prints Form W-4, W-4P, W-4V, DE-4, and DE-4P
- Prints Form 1040-ES and 540-ES
- Includes paycheck withholding calculator
- Includes standard and custom invoice generator
- Imports clients and preparers from other CFS programs and from other major tax preparation programs
W4 Calculator
Adjust payroll withholding throughout the year
Over 1,500 tools
Calculators, worksheets, forms, and flowcharts
Unlimited clients and preparers
- Saved on your computer or server
- Automatic and manual backup utilities
- Restore utility
Get help from real people, real fast
30-day money-back guarantee
Import clients from other software
- Import from other CFS programs
- Import from Lacerte
- Import from Excel and comma-delimited CSV files
Enable optional client password protection
Get help quickly with a built-in Knowledge Base
Group clients with Tags
To get started
- Click the Free Download button to the right, then install TaxTools WorkShop.
- Launch it. Evaluate its contents in demo mode.
- Click Buy next to the toolboxes of your choice, all from within the program.
