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We were. And we did something about it. Tired of doing county renditions by hand? “These returns are a pain…” – CPAs and Accountants everywhere…

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Presentation on theme: "We were. And we did something about it. Tired of doing county renditions by hand? “These returns are a pain…” – CPAs and Accountants everywhere…"— Presentation transcript:

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2 We were. And we did something about it. Tired of doing county renditions by hand? “These returns are a pain…” – CPAs and Accountants everywhere…

3 Oklahoma - Forms 901, 901-F (Freeport), 901-P, 904-3A Texas - Form (business rendition) Sch A-B-C-D Florida - Form DR-405 (business rendition) Business Personal Property Tax Software Featured in ‘CPAFocus’ magazine Recommended by OSA

4 Automation Saves Time… Facsimiles of State forms Customized cover letters Save Returns as PDF files Asset Import saves client setup time Data carries forward year to year Professional looking returns … and Time Is Money

5 …yesterday…  Hand-written forms…  Typographical errors…  Whiteout…  Spreadsheets…

6 TODAY! Fully Automated Data Carries Forward Asset Import Professional Forms Batch Printing and more!

7 Up to 10 returns - $195 (Lite Plan) Up to 25 returns - $295 (Standard Plan) Up to 50 returns - $395 (Deluxe Plan) Pricing for Tax Year 2014 All plans are discounted 20% when renewed by June 30 th. * $5/return above 200 returns Up to 100 returns - $595 (Platinum Plan) 1 to 5 users on a network - Add $150 6 to 20 users on a network - Add $300 Network Multi-User Options These are Agent/CPA/Accounting firm pricesCorporate plans run from $300 to $2,000 Up to 200 returns - $995 (* Diamond Plan)

8 Download the free trial today! It’s About Time… (918)

9 Screen Shots…

10 Setting up your company information…

11 Customizing your cover letter…

12 Client Management… Add Edit Delete Preview Return Print return Duplicate Import Assets

13 Owner Information (Oklahoma) Optional Client ID Optional Password Mark as ‘Complete’

14 Property Information (Oklahoma)

15 Asset summary screen Asset Categories Beginning Balance Prior Assets Current Year Additions Current Year Deletions Ending Cost

16 Asset Entry (manual) Add Edit Mark as Deleted

17 Inventory (Oklahoma) Inventory Method Inventory Freeport Exemption

18 Asset Import Import Assets from most popular tax and asset software programs! If your software can export assets into a file format, such as for Excel, Personal Property Pro can import them!

19 Preview Returns Preview the actual form WYSIWYG display Print the page from here Or print the entire return

20 Print Returns Print to printer Save returns as PDF files Include Optional Asset reports

21 Batch Print Returns Print to printer Save returns as PDF files Include Asset reports

22 Download the free trial today! It’s About Time… (918)


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