FAQs
Do these work on Mac?
1
Yes. These are standard Microsoft Excel (.xlsx) files. They work on Windows and Mac, and are compatible with Excel 2013 and newer.
Does this import into CCH Axcess / UltraTax / GoSystem?
2
These are Workpapers, not Import Tools. They are designed to calculate the complex numbers (like 752 allocations or 743(b) adjustments) that tax software cannot calculate for you. You use these tools to generate the correct numbers, then key them into your tax software.
What if tax laws change?
3
We monitor tax laws very closely and will provide updated templates, as soon as we are able, when tax laws change.
Is there a refund policy?
4
Because these are digital files that cannot be "returned," all sales are final. However, if you find a technical error in the logic, please email me and I will fix it immediately.