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NEWSLETTERS

Our Tax One-To-One marketing service is again offers a personalized end-of-year tax newsletter. These unique marketing tools will enable you to increase client retention as well as attract new clients specifically in your area.

The price of the end-of-year tax newsletter has rates as low as $1.00 per item, to make it more affordable than ever to keep in touch with your clients. ExacTax allows you to further customize these products in the following ways:

  • Newsletter Opening Paragraph - Compose your own opening paragraph to replace the standard paragraph.
  • Client Address Change- Update the mailing information for clients who have moved after their return was processed.
  • Black and White Option- A black and white version of the tax newsletter, printed on lighter-weight stock is available at a reduced price.
  • Non-personalized newsletters- Option to order additional non-personalized newsletters. Non-personalized newsletters will print your firm information but will print "Dear Client" instead of the taxpayer name. These are perfect for new clients or late filers.
  • Complete mailing service-  ‘Ship to my clients’ For just the price of a stamp let ExacTax stuff, apply postage and mail your newsletters directly to your clients, saving you time and money (available for U.S. addresses only).

It has been well documented that the cost to retain an existing client is significantly less than the cost to acquire a new one. Personalized contact during the year can go a long way towards retaining your clients. Keeping your name visible during the year can lead to referrals and additional consulting work by:

  • Providing a customized product proven to attract attention to the item.
  • Staying in touch with your clients, building goodwill and increasing retention.
  • Making clients aware of certain tax law changes and how they may be affected
  • Using our personalized products is a low-cost effective way for you to accomplish these goals.

The Tax One-To-One marketing service makes use of specific information you already have for each taxpayer to customize each and every mailing piece. Customization means that each of your existing or potential customers will receive a mailing with a unique set of content. Confidential information will never be disclosed. This personalized approach will dramatically increase the readership and response rate.

 

Instead of mass-mailing a generalized document that appears identical to 500 taxpayers, Tax One-To-One is designed to generate 500 unique documents customized for each of those 500 people. For example, the tax newsletter will display your client’s name(s) and contain your customized opening paragraph (if selected).

 

This service can only be accomplished with the use of ExacTax’s high end digital printers and programming capabilities. The finished quality of a customized, full color document is excellent, with a look and feel comparable to conventional offset printing.  ExacTax can complete the campaign with a computerized mailing, making this a full featured marketing service that will give your practice that extra touch.

 

The complete newsletter consists of four full color or black and white pages, printed on heavy stock, pre-folded and addressed as a self-mailer. Each newsletter is personalized with your client’s name(s) and customized opening paragraph (if selected).

 

An order form with a list of your 1040 clients as of October 15th, including proforma clients will be provided at the end of October. Proforma clients not processed as of October 15h are noted on the list in the asterisk column with a letter ‘P’. Decedents, dependents of another, those under age 18 and foreign or incomplete addresses have been noted and pre-checked “No”. Decedent spouses are automatically omitted. Since clients processed after October 15th are not on this list, an option has been added to order non-personalized newsletters.

 

There is a minimum order of 10 each for newsletters. Rates are as low as $1.00 per newsletter. Quantity discount volume levels are listed on the enclosed order form.

 

All orders must be received by November 15th to allow time for shipment by the end of November. Be sure to return all pages of your order. You may also fax your order to (714) 254-7210.

 

Too much mail to handle? For just the price of a stamp let Tax One-To-One stuff, apply postage and mail your selections directly to your clients, saving you time and money (available for U.S. addresses only). Select the ‘Ship to my clients’ option on the order form.

 

As always, we value your input and comments on these products.

 

Proforma

The proforma process enables us to transfer certain information from a prior-year tax return into the current-year tax return. By greatly reducing the amount of data that must enter each year, this feature saves time and reduces inconsistencies and data-entry errors.

ExacTax automatically creates proforma for all returns processed during the year at the beginning of the following year. RDE tax software users have the option to receive both paper and data files if they choose to. Data files are refered as downloads and are provided in a CD with the initial tax software release at the begining of each year. Service Bureau users received ONLY paper proforma and additional paper supplies to process their tax returns through the year.

Proforma for returns processed outside their original filing year must be requested and a fee of $4.00 per return plus shipping charges will be applied. Data files will be provided via download through the RDE Communications Software.

TAX ORGANIZER

The proforma process moves the relevant calculated and static client data from the prior year return to the current year to minimize the amount of data entry required.

After client data has been proformaed from the prior year to the current year program, you can have ExacTax prepare professional tax organizer packages for your 1040 clients using the Client Tax Organizer. Choose from two styles: Classic, where input areas are available to detail all items or Lite, where most items have limited input but will be expanded when there is excess detail from the prior year. Prior year figures are printed in the margins.

The ExacTax Client Organizer offers two ways to send tax organizers to your clients:

  • Paper Organizer: You can mail paper organizers to your clients, who then complete the organizers and mail or fax them back to you.
  • PDF to file: Request this option to have the organizers printed to PDF files and stored on a CD. You can send these files to your clients on another medium, such as an email or separate CD-ROMs where they can print them out for completion.

5500 Benfit Plans

(Available to RDE Tax Software User ONLY)

5500 US Returns

500 US Forms

5500 US Worksheets

5500 US Participant Forms and Worksheets

5500 US New Forms, Worksheets and Client Documents

5500 US Returns

  •  Annual Return/Report of Employee Benefit Plan (5500)
  •  Annual Return of One-Participant (Owners and Their Spouses) Retirement Plan (5500-EZ)
  •  Short Form Annual Return/Report of Small Employee Benefit Plan (5500-SF)

5500 Benefit Plans

5500 US Forms

  •    Form 2848 (Power of Attorney)
  •    Form 4506 (Request for Copy of Tax Return)
  •    Form 5330 (Employee Benefit Excise Tax)
  •    Form 5500 (Annual Return Employee Benefit)
  •    Form 5500-EZ (Annual Return One-Participant)
  •    Form 5500-SF (Short Form Annual Return)
  •    Form 5558 (Application for Extension)
  •    Form 8822-B (Change of Address)
  •    Form 8918 (Material Advisor Disclosure)
  •    Form 8955-SSA (Separated Participants)
  •    Schedule A (Insurance Information)
  •    Schedule C (Service Provider Information)
  •    Schedule D (DFE/Participating Plan)
  •    Schedule G (Financial Transactions)
  •    Schedule H (Financial Information)
  •    Schedule I (Financial Info - Small Plan)
  •    Schedule MB (Actuarial Information)
  •    Schedule R (Retirement Plan Information)
  •    Schedule SB (Actuarial Information)

5500 Benefit Plans

5500 US Worksheets

  •    Reorganization Worksheet (Plan in Reorganization Wrk)
  •    Schedule MB Worksheet (Funding Standard Account Wrk)
  •    Tax Return Summary

5500 Benefit Plans

5500 US Participant Forms and Worksheets

  •    Annual Funding Notice
  •    Other Statements
  •    Participant Slipsheet
  •    Participant Statement
  •    Participant Transmittal Letter
  •    Summary Annual Report

5500 Benefit Plans

5500 US New Forms, Worksheets and Client Documents

  •    Efile Authorization
  •    Filing Instructions (8822-B)
  •    Tax Authority Slipsheet (8822-B)

5500 Benefit Plans

990 Exempt Organizations

990 US Returns

990 US Forms

990 US Worksheets

990 US New Forms, Worksheets and Client Documents

990 US Returns

  •  Return of Organization Exempt From Income Tax (Form 990)
  •  Short Form of Organization Exempt From Income Tax (Form 990-EZ)
  •  e-Postcard (Form 990-N)
  •  Return of Private Foundation (Form 990-PF)
  •  Exempt Organization Business Income Tax Return (Form 990-T)

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990 US Forms

  •    Form 1023 (App for Exemption Sec 501c3)
  •    Form 1023 Checklist
  •    Form 1023 Schedule A
  •    Form 1023 Schedule B
  •    Form 1023 Schedule C
  •    Form 1023 Schedule D
  •    Form 1023 Schedule E
  •    Form 1023 Schedule F
  •    Form 1023 Schedule G
  •    Form 1023 Schedule H
  •    Form 1024 (App for Exemption Sec 501(a))
  •    Form 1024 Checklist
  •    Form 1024 Schedule A
  •    Form 1024 Schedule B
  •    Form 1024 Schedule C
  •    Form 1024 Schedule D
  •    Form 1024 Schedule E
  •    Form 1024 Schedule F
  •    Form 1024 Schedule G
  •    Form 1024 Schedule H
  •    Form 1024 Schedule I
  •    Form 1024 Schedule J
  •    Form 1024 Schedule K
  •    Form 1116 (Foreign Tax Credit)
  •    Form 1118 (Foreign Tax Credit - Corp)
  •    Form 2220 (Underpayment of Estimated Tax)
  •    Form 2848 (Power of Attorney)
  •    Form 3468 (Investment Credit)
  •    Form 3800 (General Business Credit)
  •    Form 4136 (Fuel Tax Credit)
  •    Form 4255 (Recapture of Investment Credit)
  •    Form 4506-A (Copy or Inspection Request)
  •    Form 4562 (Depreciation and Amortization)
  •    Form 4720 (Excise Taxes)
  •    Form 4720 (Excise Taxes)
  •    Form 4720 (Excise Taxes)
  •    Form 4797 (Sale of Business Property)
  •    Form 5471 (Foreign Corp Information)
  •    Form 5768 (Elections Legislation Expenses)
  •    Form 5844-B (New Hire Retention Credit)
  •    Form 6198 (At-Risk Limitations)
  •    Form 6478 (Alcohol Used as Fuel Credit)
  •    Form 6765 (Research Activities Credit)
  •    Form 8275 (Disclosure Statement)
  •    Form 8275-R (Regulation Disclosure Stmt)
  •    Form 8282 (Donee Information Return)
  •    Form 8283 (Noncash Charitable Contrib)
  •    Form 8453-EO (ELF Signature Authorization)
  •    Form 8586 (Low-Income Housing Credit)
  •    Form 8594 (Asset Acquisition Statement)
  •    Form 8609-A (Low-Inc Housing Cr Annual Stmt)
  •    Form 8611 (Recapture Low-Inc Housing Cr)
  •    Form 8621 (Shareholder of PFIC or QEF)
  •    Form 8697 (Look-Back Long-Term Contracts)
  •    Form 8718 (User Fee for EO Determination)
  •    Form 8734 (Support Advance Ruling Period)
  •    Form 8821 (Tax Information Authorization)
  •    Form 8822-B (Change of Address - Business)
  •    Form 8824 (Like-Kind Exchanges)
  •    Form 8826 (Disabled Access Credit)
  •    Form 8844 (Empower Zone & Renewal Emp Cr)
  •    Form 8846 (Credit for Employee Tips)
  •    Form 8866 (Look-Back Depr Forecast Method)
  •    Form 8868, Page 1 (Application for 1st Extension)
  •    Form 8868, Page 2 (Application for 2nd Extension)
  •    Form 8870 (Personal Benefit Transfers)
  •    Form 8879-EO (IRS efile PIN Authorization)
  •    Form 8886 (Reportable Transaction Stmt)
  •    Form 8886-T (Prohibited Tax Disclosure)
  •    Form 8899 (Donated Intellectual Property)
  •    Form 8918 (Material Advisor Disclosure)
  •    Form 8925 (Employer-Owned Life Insurance)
  •    Form 8941 (Small Employer Health Ins Cr)
  •    Form 8949 (Dispositions of Capital Assets)
  •    Form 926 (U.S. Transferor to Fgn Corp)
  •    Form 990 (Exempt Org Tax Return, Page 2)
  •    Form 990 (Exempt Org Tax Return, Page 3)
  •    Form 990 (Exempt Org Tax Return, Page 4)
  •    Form 990 (Exempt Org Tax Return, Page 5)
  •    Form 990 (Exempt Org Tax Return, Page 9)
  •    Form 990 (Exempt Org Tax Return, Page 6)
  •    Form 990 (Exempt Org Tax Return, Page 7)
  •    Form 990 (Exempt Org Tax Return, Page 8)
  •    Form 990 (Exempt Org Tax Return, Page 1)
  •    Form 990 (Exempt Org Tax Return, Page 10)
  •    Form 990 (Exempt Org Tax Return, Page 11)
  •    Form 990 (Exempt Org Tax Return, Page 12)
  •    Form 990-EZ (Exempt Org Tax Return, Page 1)
  •    Form 990-EZ (Exempt Org Tax Return, Page 2)
  •    Form 990-EZ (Exempt Org Tax Return, Page 4)
  •    Form 990-EZ (Exempt Org Tax Return, Page 3)
  •    Form 990-PF (Private Foundation Tax Return)
  •    Form 990-T (Unrelated Bus Inc Tax Return)
  •    Form 990-W (Estimated Tax Worksheet)
  •    Form SS-4 (Application for EIN)
  •    Form W-12 (Request for PTIN)
  •    Schedule A (Public Charity Status/Support)
  •    Schedule B (Schedule of Contributors)
  •    Schedule B, Part I (Contributors - Cash & Noncash)
  •    Schedule B, Part II (Contributors - Noncash Prop)
  •    Schedule B, Part III (Contributors - Purpose)
  •    Schedule C (Campaign & Lobbying Activities)
  •    Schedule D (Financial Statements)
  •    Schedule D (1041) (Capital Gains/Losses - Trust)
  •    Schedule D (1120) (Capital Gains/Losses - Corp)
  •    Schedule D-1 (1041) (Capital Gains/Losses - Cont'd)
  •    Schedule E (Schools)
  •    Schedule F, Part I (Foreign Assistance)
  •    Schedule F, Part II (Foreign Assistance)
  •    Schedule F, Part III (Foreign Assistance)
  •    Schedule F, Part IV (Foreign Assistance)
  •    Schedule F, Part V (Foreign Assistance)
  •    Schedule G, Parts I, II & III (Fundraising/Gaming Activities)
  •    Schedule G, Parts III & IV (Fundraising/Gaming Activities)
  •    Schedule H, Part I (Financial Assistance/Benefits)
  •    Schedule H, Part V (Facility Policies & Practices)
  •    Schedule H, Part V (Hospital Facilities)
  •    Schedule H, Part V (Other Non-Hospital Facilities)
  •    Schedule H, Part VI (Hospitals - Supplemental)
  •    Schedule H, Parts II, III & IV (Community/Bad Debt/Mgmt Co)
  •    Schedule I, Parts I & II (Domestic Assistance)
  •    Schedule I, Parts III & IV (Domestic Assistance)
  •    Schedule J, Part I (Compensation)
  •    Schedule J, Part II (Compensation)
  •    Schedule J, Part III (Compensation)
  •    Schedule K, Part VI (Tax Exempt Bonds)
  •    Schedule K, Parts I, II & III (Tax Exempt Bonds)
  •    Schedule K, Parts III & IV (Tax Exempt Bonds)
  •    Schedule K, Parts IV, V & VI (Tax Exempt Bonds)
  •    Schedule L (Transaction Interested Persons)
  •    Schedule M (Non-Cash Contributions)
  •    Schedule N, Part I (Dissolution)
  •    Schedule N, Part III (Supplemental Information)
  •    Schedule N, Parts I & II (Disposition)
  •    Schedule O (Supplemental Information)
  •    Schedule R, Part V (Transactions Related Entities)
  •    Schedule R, Part VI (Unrelated Entities)
  •    Schedule R, Part VII (Supplemental Information)
  •    Schedule R, Parts I & II (Disregarded & Related Entities)
  •    Schedule R, Parts III & IV (Related Entities)
  •    TDF 90-22.1 (Report of Foreign Bank Account)

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990 US Worksheets

  •    1041 Carryover Worksheet
  •    1120 Carryover Worksheet
  •    2 Year Report
  •    28% Rate Gain Worksheet
  •    990 Return Summary
  •    990-PF Return Summary
  •    990-T Return Summary
  •    Cap Gain Tax Worksheet
  •    Charitable Contributions Carryover Worksheet
  •    Debt Finance Worksheet
  •    Form 1023 Attachments Worksheet
  •    Form 1023 Required Attachments
  •    Form 1024 Required Attachments
  •    Form 990-N Worksheet (e-Postcard)
  •    Form 990-PF Gain Worksheet (Investment Gain Worksheet)
  •    Form 990-T Sch E Worksheet
  •    Form 990-T Sch F Worksheet
  •    Form 990-T Tax Worksheet
  •    Historical Projection Worksheet
  •    Late Filing Worksheet
  •    Mortgage Worksheet
  •    Net Operating Loss Carryover Worksheet
  •    Officer Loan Worksheet
  •    Officer Receivables Worksheet
  •    Other Disqualified Receivables Worksheet
  •    Other Note Receivables Worksheet
  •    Schedule G Worksheet
  •    Section 1250 Worksheet
  •    Tax Exempt Bond Worksheet
  •    Tax Projection Worksheet
  •    Taxable Gain on Sale of Property Worksheet

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990 US New Forms, Worksheets and Client Documents

  •    2 Year Report
  •    Filing Instructions (1023/1024)
  •    Form 1023 (App for Exemption Sec 501c3)
  •    Form 1023 Attachments Worksheet
  •    Form 1023 Checklist
  •    Form 1023 Required Attachments
  •    Form 1023 Schedule A
  •    Form 1023 Schedule B
  •    Form 1023 Schedule C
  •    Form 1023 Schedule D
  •    Form 1023 Schedule E
  •    Form 1023 Schedule F
  •    Form 1023 Schedule G
  •    Form 1023 Schedule H
  •    Form 1024 (App for Exemption Sec 501(a))
  •    Form 1024 Checklist
  •    Form 1024 Required Attachments
  •    Form 1024 Schedule A
  •    Form 1024 Schedule B
  •    Form 1024 Schedule C
  •    Form 1024 Schedule D
  •    Form 1024 Schedule E
  •    Form 1024 Schedule F
  •    Form 1024 Schedule G
  •    Form 1024 Schedule H
  •    Form 1024 Schedule I
  •    Form 1024 Schedule J
  •    Form 1024 Schedule K
  •    Form 5844-B (New Hire Retention Credit)
  •    Form 8718 (User Fee for EO Determination)
  •    Form 8949 (Dispositions of Capital Assets)
  •    Historical Projection Worksheet
  •    Schedule K, Part VI (Tax Exempt Bonds)
  •    Schedule K, Parts IV, V & VI (Tax Exempt Bonds)
  •    Tax Authority Slipsheet (1023/1024)
  •    Tax Projection Worksheet

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