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Free Download Tax Assistant for Excel Professional 7.2.2 | 5.7 Mb
Tax Assistant for Excel is a Microsoft Excel-based application designed to assist with U.S. federal income tax preparation. It provides Excel workbooks containing IRS-approved substitutes for Form 1040, Form 1040A, and a range of related schedules and forms, allowing users to enter tax information and generate a structured electronic record of their return.
The application organizes income, deductions, capital gains, and business-related information across separate worksheets. Entered data is automatically transferred to the appropriate tax forms, while built-in calculations help determine deductions and estimate tax amounts.
Tax Assistant for Excel also includes tools for preparing Schedule D and Form 8949, making it suitable for taxpayers who need to report numerous capital gain transactions. It supports income from multiple businesses, rentals, royalties, estates, trusts, partnerships, and S corporations.
Software Overview
Tax Assistant for Excel provides a workbook-based approach to preparing federal income tax returns using Microsoft Excel. The package includes substitutes for Form 1040 and Form 1040A together with schedules and forms covering areas such as deductions, investments, business income, and alternative minimum tax.
Users enter their financial information into dedicated worksheets, after which the application transfers the data into the relevant tax forms and performs applicable calculations. The software can also help users compare tax scenarios and maintain an electronic copy of their completed return in Microsoft Excel format.
For capital gains reporting, users can enter or paste transactions into the Capital Gains worksheet. The program can prepare Schedule D and up to 100 Form 8949 forms, while also providing a Schedule D attachment as an alternative for reporting multiple transactions.
Key Features
- Microsoft Excel-based federal income tax preparation
- IRS-approved substitutes for Form 1040 and Form 1040A
- Schedules A, B, C, C-EZ, D, E, and SE
- Forms 6251 (AMT), 4952, 6781, 8829, and 8949
- Social Security Benefits worksheet
- Qualified Dividends and Capital Gain Tax worksheet
- Child Tax Credit worksheet
- Separate worksheets for income and deductions
- Capital gain transaction entry
- Partnership and S corporation income reporting
- Automatic transfer of worksheet data to tax forms
- Deduction itemization assistance
- Automatic tax calculations
- Computerized tax filing records
- Schedule D preparation
- Form 8949 preparation
- Up to 100 Form 8949 forms
- Capital Gains worksheet with copy-and-paste support
- Income reporting for up to five different businesses
- Rental and royalty income reporting
- Estate and trust income reporting
- Tax estimation for different scenarios
- Electronic tax return copies in Microsoft Excel format
Why Choose Tax Assistant for Excel
Tax Assistant for Excel combines tax forms, worksheets, calculations, and transaction reporting within a familiar Microsoft Excel environment. Its separate worksheets help organize different categories of financial information before transferring the data to the corresponding tax forms.
The application is also useful for maintaining electronic tax records and estimating tax results under different scenarios. The included forms are described by the developer as reproductions of actual IRS forms and are intended to follow applicable IRS instructions.
System Requirements
Operating System: Windows 7, 8/8.1, 10, 11
Home Page
https://www.djicomputer.com/
Product Information
- Software Name: Tax Assistant for Excel Professional
- Version: 7.2.2
- Languages: English
- License type: Full Version
- File Size: 5.7 Mb
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