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The point at which the cost to purchase an unlimited license is the same as the cost to pay per return is the Breakeven point. The current Per Return Pricing (PRP) fee and the cost to purchase a given unlimited license determines the Breakeven point. For pricing information, see the CS Professional Suite product price list. A break-even analysis for new unlimited licenses a firm should consider adding is available on our website in two places; on the Recommended New Additional Products page and the Breakeven report.

To see the Product Breakeven Recommendations on the online renewal, complete the following steps:

  1. Open the firm ID in MKT and click Access Online Renewals.
  2. Click Start Renewal for UltraTax CS, then click Renew Online.
  3. Click Continue on the Current Products page to move to the Recommended Additional New Products page.
  4. On the Recommended Additional New Products page, the Product Breakeven Recommendations will be on the left side of the screen. Show me.
    recomadditionalprod

To access the PRP/ELF Breakeven report on our website, complete the following steps:

  1. Visit the My Account page on our website and log in to your CS Web account.
  2. Click the PRP/ELF Reports link in the My Orders & Payments to open the PRP/ELF Reports page.
  3. In the One Click reports section, scroll down to the Breakeven Report, and click Generate Report. A table will display any tax forms for which you have requested five or more Per Return Pricing codes and the number of returns required to break-even in the upcoming tax year.

Use the following tables to determine the number of returns required to break even on the purchase or renewal of an unlimited product license. Use the appropriate column to reflect any qualifying renewal discounts.

Note: Office Share and Branch firms have reduced renewal pricing that impacts the Breakeven point. The break-even point is half of what is listed for the full renewal price. For more information about Office Share/Branch pricing, see Internal: UltraTax CS: Branch Office and Office Share Pricing.

Unlimited Federal Products

For current pricing on the Federal PRP License or PRP fees see the CS Professional Suite product price list. For more information about the PRP license or PRP fees, see UltraTax CS: Per Return Pricing Overview.

Product Renewal Price Returns 5% off Renewal Returns 10% off Renewal Returns 20% off Renewal Returns
1040 $3,150 117 $2,993 111 $2,835 105 $2,520 93
1120 $2,255 61 $2,142 58 $2,030 55 $1,804 49
1065 $1,740 47 $1,653 45 $1,566 42 $1,392 38
1041 $1,655 45 $1,572 42 $1,490 40 $1,324 36
5500 $1,495 40 $1,420 38 $1,346 36 $1,196 32
990 $1,495 40 $1,420 38 $1,346 36 $1,196 32
706 $1,015 27 $964 26 $914 25 $812 22
709 $1,015 27 $964 26 $914 25 $812 22
Heavy Vehicle Use (HVU) $505 14 $480 13 $455 12 $404 11

Unlimited 1040 States

Use the current pricing on unlimited 1040 state modules found on the CS Professional Suite product price list to find the corresponding Breakeven point.

Renewal Price Returns 5% off Renewal Returns 10% off Renewal Returns 20% off Renewal Returns
$280 15 $266 14 $252 13 $224 12
$355 19 $337 18 $320 17 $284 15
$380 20 $361 19 $342 18 $304 16
$430 23 $409 22 $387 20 $344 18
$480 25 $456 24 $432 23 $384 20

Unlimited Business States

Use the current pricing on the appropriate unlimited business state modules found on the CS Professional Suite product price list to find the corresponding Breakeven point.

Renewal Price Returns 5% off Renewal Returns 10% off Renewal Returns 20% off Renewal Returns
$230 10 $219 10 $207 9 $184 8
$280 12 $266 12 $252 11 $224 10
$305 13 $290 13 $275 12 $244 11
$330 14 $314 14 $297 13 $264 11
$355 15 $337 15 $320 14 $284 12
$380 17 $361 16 $342 15 $304 13
$405 18 $385 17 $365 16 $324 14
$455 20 $432 19 $410 18 $364 16
$480 21 $456 20 $432 19 $384 17
$505 22 $480 21 $455 20 $404 18
$555 24 $527 23 $500 22 $444 19
$580 25 $551 24 $522 23 $464 20
$605 26 $575 25 $545 24 $484 21
$655 28 $622 27 $590 26 $524 23
$680 30 $646 28 $612 27 $544 24

Unlimited Electronic Filing

Use the current pricing on the appropriate electronic filing modules(s) found on the CS Professional Suite product price list. During break-even analysis take into account the number of extensions, amended, superseding, and/or FBAR returns a firm anticipates electronically filing (ELF), each are separate transmissions. For additional information about ELF Fee assessment and license options, see UltraTax CS: Electronic Filing (ELF) Overview.

Note: A verified Electronic Filing Identification Number (EFIN) is required to transmit returns electronically with UltraTax CS. For details, see E-file application summary and EFIN requirement overview.

Product Renewal Price Returns 5% off Renewal Returns 10% off Renewal Returns 20% off Renewal Returns
Unlimited 1040 $1,685 187 $1,601 178 $1,517 169 $1,348 150
Unlimited Business $1,685 120 $1,601 114 $1,517 108 $1,348 96