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The following information does not apply to former TaxWorks firms who are step-pricing. EMS pop-up messages indicate if a firm is in one of these groups. For details see Internal: Guidelines for UltraTax CS renewals by audience. For break-even tables, see Internal: TaxWorks break-even tables - year one of a two year step-up or year two of a two-year step-up.

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. 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 $2,970 114 $2,822 109 $2,673 103 $2,376 91
1120 $2,125 59 $2,019 56 $1,913 53 $1,700 47
1065 $1,640 46 $1,558 43 $1,476 41 $1,312 36
1041 $1,560 43 $1,482 41 $1,404 39 $1,248 35
5500 $1,410 39 $1,340 37 $1,269 35 $1,128 31
990 $1,410 39 $1,340 37 $1,269 35 $1,128 31
706 $955 27 $907 25 $860 24 $764 21
709 $955 27 $907 25 $860 24 $764 21
Heavy Vehicle Use (HVU) $475 13 $451 13 $428 12 $380 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
$265 14 $252 13 $239 13 $212 11
$340 18 $323 17 $306 16 $272 12
$365 19 $347 18 $329 17 $292 15
$415 22 $394 21 $374 20 $332 17
$465 24 $442 23 $419 20 $372 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
$215 9 $204 9 $194 8 $172 7
$265 12 $252 11 $239 10 $212 9
$290 13 $276 12 $261 11 $232 10
$315 14 $299 13 $284 12 $252 11
$340 15 $323 14 $306 14 $272 12
$365 16 $347 15 $329 14 $292 13
$390 17 $371 16 $351 15 $312 14
$440 19 $418 18 $396 17 $352 15
$455 20 $432 19 $410 18 $364 16
$465 20 $442 19 $419 18 $372 16
$490 21 $466 20 $441 19 $392 17
$540 23 $513 22 $486 21 $432 19
$565 25 $537 23 $509 22 $452 20
$590 26 $561 24 $531 23 $472 21
$640 28 $608 26 $576 25 $512 22
$665 29 $632 27 $599 26 $532 23

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 $1,585 198 $1,057.50 188 $1,426.50 178 $1,268 159
Unlimited Business $1,585 122 $1,057.50 116 $1,426.50 110 $1,268 100