TaxTools for H&R Block Franchises

The most widely used program of its kind in the industry

TaxTools 2024 is available at a discounted rate to H&R Block Franchises. In addition, TaxTools 2024 is a BMB Reimbursable Expense of up to a limit with submission of a paid invoice.

Order directly from CFS Tax Software, Inc. using the button to the right.
Use the coupon code contained in the H&R Block email to franchises to claim your discount.
After purchasing, a download link will be emailed to you.
To import your clients into TaxTools, please see Importing clients from CSV file into TaxTools.

Contact CFS if any tech support is desired.

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FEATURES

Worksheets print with the client’s name and your firm name in a professional quality format. Include them as attachments to the tax return or present to the client with an invoice, which can also be generated by TaxTools.
Hundreds of tax forms included (many not found in tax preparation software), such as SS-4, Power of Attorney and Offer in Compromise.
Client information is mapped directly onto the form. Multiple versions of a form may be saved for a client. Forms print exactly as they appear on screen. Most forms can be e-mailed as a PDF.
Handy financial calculators, including Mutual Fund Average Cost Basis and several Loan and Investment modules.
Flowcharts allow you to answer a series of questions to determine filing status, inherited IRA options, whether the taxpayer falls under the “Kiddie Tax” rules, etc. Update from the internet when forms or laws change.
Data backup and restore. Save clients to any type of storage device and easily retrieve them with a few clicks.
Client and preparer database. Add an unlimited number of clients, employees, and preparers. Easily manage them with our intuitive interface.
Tutorial & context sensitive help. Watch a movie with step-by-step instructions on how to use various parts of the program. Or, get help on-the-fly as you use each module.
Federal/State Planner and over 300 modules, including:
78 General Utilities
38 Flowcharts
141 Fill-in Forms
24 Retirement Calculations
23 Financial Calculations
Imports clients from a variety of formats:
Lacerte ^®
TaxWorks ™
ProSystem fx ™
CFS programs
ASCII files
Federal/State Tax Planner – Comprehensive 5-year or 5-scenario tax planner can be used to do tax calculations or do projections based on “what-if” scenarios. Includes:
AMT
SE Tax
Phase-outs
EIC
Child Tax Credit
Dependent Care Credit
Save valuable time during tax season and throughout the year with easy-to-use modules, such as:
Minimum IRA Distribution
Estate Tax Calculator
Tax Deferred Exchanges
Auto Lease Inclusion Amount…and more!

GENERAL UTILITIES

5 Year Federal/State Tax Planner
After-Tax Loan Refinance Analysis
After-Tax Yield Calculator
Alimony Recapture
Annuity – General & Simplified Rule
Annuity – Joint/Survivor After 1997
Annuity – New Simplified Rule
AT&T Divestiture
Auto Cents-Per-Mile Valuation Rule
Auto Lease Inclusion Amount
Auto Lease Valuation Rule
Auto Lease vs Buy Comparison
Auto Mileage and Expense Log
Auto Sale – Gain/Loss Actual Expenses
Auto Sale – Gain/Loss Std. Mile. Rate
Auto Trade (3 modules)
Bank Reconciliation
Buy vs Lease – Equipment
Cancellation of Debt Worksheet – Insolvency
Canc. of Debt – Qual. Prin. Res. Indebtedness Wksht
Cash T Analysis
Client Contact Log Sheet
Client Filing Instructions
Client Tax Organizer
College Fund Calculator
College Savings Plans: 529 Plan vs Alternatives
Dependency Support Worksheet
Domestic Production Activities Wksht – Form 8903
Education Credit and Deduction Analysis Worksheet
Employee Time Sheet
Estate Tax Calculator
Fax Cover Sheet
Foreclosure & Voluntary Conveyance
Foreclosure – Two Loans
Health Savings Account (HSA) Evaluator
Hiring Your Dependent Child
Home Loan Tracing Worksheet
Income Statement – Tax/Financial
Income Splitting for Community Property
Installment Sale Income
Interest Allocation (1st Yr. and Subsequent Yrs.)
Invoice Generator
IRA Calculator
IRA Distribution Before Age 59 1/2
IRA Distribution/Contribution/Basis
IRA: Inherited IRA – Required Minimum Distr.
IRA Minimum Distribution
IRA Minimum Distribution – Multiple Acct Wksht
IRA: Comparing the Roth IRA With Other IRAs
IRA: Non-deductible IRA Basis Tracker
IRA: Roth IRA Basis Tracker
IRA: Phaseout Calculator
IRA: Why Convert a Traditional IRA to a ROTH IRA?
IRS/Custom Labels
Individual 401(k) Plan Contribution
Keogh/SEP Combined Plan Calculator
Keogh/SEP/401(k) Calculator
Keogh/SEP Single Plan Calculator
MACRS Depreciation
Missing Information Sheet (4)
Mutual Fund Basis Calculator
Net Operating Loss
Net Worth Statement
NOL Carryback/Carryover
Occupational Deductions for Airline Personnel
Occupational Deductions for Auto Salespersons
Occupational Deductions for Business Professionals
Occupational Deductions for Clergy
Occupational Deductions for Constructions Workers
Occupational Deductions for Day Care Providers
Occupational Deductions for Direct Sellers
Occupational Deductions for Educators
Occupational Deductions for Entertainers
Occupational Deductions for Fire Fighters
Occupational Deductions for Law Enforcement
Occupational Deductions for Long Haul Truckers
Occupational Deductions for Medical Professionals
Occupational Deductions for Realtors
Occupational Deductions for Self-Employed Individuals
Occ. Deds. for Vehicle, Travel and Entertainment Exp.
Occupational Deductions for Hairstylists/Manicurists
Original Issue Discount (OID) Calculator
Paycheck Withholding Calculator
Paycheck Withholding: CA 2011 10% Over W/H DE 4 Adj.
Qualify for Home Purchase
Qualified Loan Limit & Mortgage Interest
Quick Memo
Rental Property Setup
Repossession of Personal Property
Repossession of Real Property
Sale of Personal Residence Planner
Sale of Rental Property
Small Business Health Care Tax Credit Worksheet
Social Security: Take It at Age 62 or Later?
Social Security Benefits – Joint Survivor Options
Social Security/RRB Taxability and Lump Sum Wksht
Social Security Optimization
Special Avg for Lump Sum Distrib.
Statement of Account
State Sales Tax Ded. Calc. & Comp. to Inc. Tax Ded.
Tax Benefit Rule
Tax Credit and Deduction Phase-out Calculator
Tax Deferred Exchanges
Tax Deferred Exchange (1 page)
Tax Fee Schedule and Justifier
Time Share Ownership Compared to a Vacation Rental
To Do List
Vacation Home Rental Worksheet
Why Invest in a 401(k)?

FLOWCHARTS

Child: Uniform Definition of a ‘Qualifying Child’
Child Care Credit – Who Qualifies (2)
Children’s Income on Parents Return
Commuting and Travel Expenses
Credit for the Elderly or Disabled
Dependency Exemption
Earned Income Credit (2)
Educational Expenses
Employee Business Expenses
Estimated Taxes
Filing Status
Foreign Earned Income Exclusion
IRAs Deductible
IRAs Inherited (2)
Kiddie Tax
Like-Kind Exchanges
Material Participation Rules
Meal & Entertainment Expenses
Mortgage Interest – Deductible
Moving Expenses
New EIN: when does an entity need one?
Office in Home
Payroll taxes for family members
Payroll Deposits
Points – Deductible
Real Estate Professional
Resident or Nonresident Alien
Student Loan Interest Deduction
Support Test
Vacation Home Rules
U.S. Savings Bond Interest
W-4 Withholding

FEDERAL FORMS

56 (Notice Concerning Fid. Relationship)
211 (App. for Reward for Original Info.)
433-A (Collection Info. for Individuals)
433-B (Collection Info. for Businesses)
433-D (Installment Agreement)
433-F (Collection Info. Statement)
656 (Offer In Compromise)
656-L (OIC, Doubt as to Liability)
656-PPV (OIC – Periodic Payment Voucher)
843 (Claim for Refund/Abatement)
907 (Agreement to Extend the Time to Bring Suit)
911 (App. for Taxpayer Assistance)
952 (Consent To Ext. Period of Limit. on Assess… )
966 (Corp. Dissolution or Liquidation)
982 (Reduction of Tax Attributes)
1040-ES (Est. Tax for Individuals)
1041-ES (Est. Tax for Fiduciaries)
1045 (Net Operating Loss)
1120-H (Return for Homeowners Assoc.)
1139 (Corp. Appl. for Tentative Refund)
1310 (Refund for Deceased Taxpayer)
2553 (S Corporation Election)
2848 (Power of Attorney)
Power of Attorney-Rep. Statement of Withdrawal
Power of Attorney-Taxpayer Statement of Revocation
3115 (Change in Accounting Method)
3911 (Statement Regarding Refund)
4506 (Request for Copy of Tax Return)
4506T (Request for Transcript of Tax Return)
4506T-EZ (Short Form Request for Ind. Transcript)
4768 (Appl. Ext. Time to File a Return)
4810 (Request for Prompt Assessment)
4852 (Substitute W-2 Generator)
4868 (Automatic Extension)
5213 (Elect. to Postpone Det. for Profit)
5500-EZ (Ann. Ret. of One-Part. Retirement Plan)
5558 (Ext. to File Emp. Plan Return)
7004 (Corporate Extension)
8275 (IRS Disclosure Statement)
8300 (Rpt. of Cash Payments >$10,000)
8332 (Rel. of Claim to Exemp. for Child)
8379 (Injured Spouse & Claim Allocation)
8594 (Asset Acquisition Stmt. Sec.1060)
8633 (Application for Electronic Filing)
8716 (Election for TY other than Req. TY)
8809 (Extension of Time to File Info. Ret.)
8821 (Tax Information Authorization)
8822 (Change of Address)
8857 (Req. for Innocent Spouse Relief)
8867 (Paid Preparer’s EIC Checklist)
8868 (App. for Ext. To File Exempt Org. Ret.
8919 (Uncollected SS and Medicare Tax on Wages)
9423 (Collection Appeal Request)
9465 (Installment Agreement Request)
12153 (Req. for a Coll. Due Process Hearing)
12203 (Request for Appeals Review)
12507 (Innocent Spouse Statement)
12508 (Questionnaire for Non-Requesting Spouse)
12509 (Statement of Disagreement)
13711 (Req. for Appeal of Offer in Comp.)
13844 (App. for Red. User Fee For Inst. Agree.)
I-9 (Employment Eligibility Verification)
SS-4 (Application for EIN)
SS-5 (Application for SSC)
SS-8 (Determination of Worker Status)
TD F 90-22.1 (Report of Foreign Bank)
W-4 (Emp. Withholding Allowance Cert.)
W-4P (Withholding Cert. Pension/Annuity)
W-4V (Voluntary Withholding Request)
W-7 (App. for Taxpayer ID Number)
W-9 (Request for Taxpayer ID Number)
W-10 (Dependent Care ID & Cert.)
W-12 (IRS Paid Preparer Tax ID No. (PTIN) App.)

STATE FORMS

100-ES (Corp. Est. Tax – CA)
540-ES (Est. Tax Ind. – CA)
541-ES (Est. Tax Fid. – CA)
593-E (Real Estate W/H – Comp. of Est. G/L – CA)
743 (Online Account View Access Auth. – CA)
911 (Req. for Relief from Hardship – CA)
3516 (Req. Copy – CA)
3519 (Automatic Ext. – CA)
3520 (FTB POA – CA)
3522 (Limited Liability Tax Voucher – CA)
3525 (Substitute W-2 – CA)
3533 (Change of Address – CA)
3536 (Estimated Fee for LLCs – CA)
3539 (Corp. Ext. Filer – CA)
3561 (Collection Info – CA)
3563 (Auto. Ext. for Fiduciaries – CA)
3567 (Installment Agreement Req. – CA)
4905BE (Offer in Compromise – Business Entity – CA)
4905PIT (Offer in Compromise – CA)
8454 (E-file Opt-Out Record – CA)
8633 (App. to Part. in the e-file Program – CA)
CDTFA-392 (POA – CA)
CDTFA-401-DS (Use Tax Return – CA)
CDTFA-490 (Offer in Compromise Application – CA)
CDTFA-490-C (OIC App. for Corps and Bus – CA)
DE-1 (Appl. for EIN – CA)
DE-1HW (Reg. Emp. HH Wkr. – CA)
DE-4 (Emp. W/H Cert. – CA)
DE 4P (W/H Cert. for Pension/Annuity – CA)
DE-24 (Change of Address – CA)
DE-34 (New Employees – CA)
DE-48 (Power of Attorney EDD – CA)
DE-89 (Emp. of HH Wkr. Elect. – CA)
DE 542 (Report of Ind. Contractor(s) – CA)
DE 999 (Request for Offer in Compromise – CA)
DE 999A (Offer in Compromise Application – CA)
DE 999B (Offer in Compromise Financial Statement – CA)
DE 999CA (Multi-Agency Form for OIC – CA)
DE 999D (Installment Plan Agreement – CA)
DE 2251a (Affidavit of Mailing – CA)
DR-835 (Power of Attorney and Decl. of Rep. – FL)
IL-2848 (Power of Attorney – IL)
IL-4506 (Request for Copy of Tax Return – IL)
151 (Power of Attorney Authorization – MI)
M-5008-R (Appointment of Taxpayer Representative – NJ)
CT-6 (S Corp Election – NY)
DTF-4 (OIC, For Liabilities Not Fixed and Final … – NY)
DTF-4.1 (OIC Fully Determined Liab., For Fixed … – NY)
DTF-14/14.1 (POA – NY)
DTF-17 (Sales Tax Appl. – NY)
DTF-95 (Business Tax Account Update – NY)
DTF-96 (Rep. of Address Change for Bus. – NY)
IT-2105-MN (Est. Tax Paymnt. Vch. – NY)
NYS-100 (Emp. Reg. for UI, W/H, and Wage Rep. – NY)
TR-152 (Request for Copy of Filed Tax Return – NY)
TBOR-1 (Declaration of Tax Representative – OH)
150-800-005 (Tax Info Auth and POA for Rep – OR)
01-137 (Limited Power of Attorney – TX)

FINANCIAL CALCULATIONS

After-Tax Yield Calculator
Retirement Income Planner
Investment: Unknown Variable
Investment: Inv. Goal (FV of Annuity or Lump Sum)
Investment: Regular Deposit Amount (Sinking Fund)
Investment: Init. Inv. (PV of a Future Lump Sum)
Investment: Length of Inv. (Term of Annuity)
Investment: Rate of Return
Investment: PV of an Annuity
Loan: Payment Amount (Standard Loan Amort.)
Loan: Irregular Loan Amortization
Loan: After-Tax Loan Refinance Analysis
Loan: Biweekly Loan Conversion
Loan: Effect of a Lump Sum Payment
Loan: Interest Rate
Loan: Length of Loan
Loan: Principal Amount
Loan: Unknown Variable
Loan: Comp of Fixed Rate Loan to ARM to Int. Only ARM
Loan: Reverse Mortgage Estimator

FAQ

Q. What if I have already purchased the single-user version of TaxTools 2023 and want to upgrade to a network?

A. Call CFS at 800-343-1157, and they will upgrade your version of TaxTools to the network version. CFS will refund the price difference if there is one.

Q. I ordered the network version of TaxTools earlier this year for a higher price. How can I get the special offer?

A. Call CFS at 800-343-1157, and they will refund the difference between the price you originally paid and the promotional price.

Q. Where do I install TaxTools 2023 software?

A. TaxTools is installed to the third-party workstation.

Q. I have more than one office. How do I order multiple copies of TaxTools?

A. Each franchise admin must register to establish its own Customer ID (account) with CFS. Once the Customer ID is established, one person can order TaxTools for multiple offices in the admin. Each office will require a separate purchase of TaxTools; you are unable to use one purchase across multiple offices.