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The following information applies to former TaxWorks firms who are in their second year of a two year step-up. EMS pop-up messages indicate if a firm is in this group. For details, see Internal: Guidelines for UltraTax CS renewals by audience. For a break even table for former TaxWorks firms in their first year of step-up pricing, see Internal: TaxWorks break even table - year one of a two-year step-up.

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. Break-evens are an important part of renewal discussions with former TaxWorks Unlimited step-up firms. Last year this group received a special credit of two-thirds the full renewal cost, this year's special credit is one-third. For details, see Internal: Guidelines for UltraTax CS renewals by audience. Unlimited products renewed last year may not meet the break even point this year, due the change in special credit.

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

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 Original Price Renewal Price Returns 10% off Renewal Returns
1040 $2970 $1980 76 $1782 68
1120 $2125 $1417 40 $1276 36
1065 $1640 $1093 31 $984 30
1041 $1560 $1040 29 $936 26
5500 $1410 $940 26 $846 24
990 $1410 $940 26 $846 24
706 $955 $637 18 $574 16
709 $955 $637 18 $574 16

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 step-up price and Breakeven point.

Original Price Step-Up Price Returns 10% off Renewal Returns
$265 $177 10 $160 9
$340 $227 12 $205 11
$365 $243 13 $219 12
$415 $277 15 $250 14
$465 $310 9 $279 15

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 step-up price and Breakeven point. 

Original Price Step-Up Price Returns 10% off Renewal Returns
$215 $144 7 $130 6
$265 $176 8 $159 7
$290 $194 9 $175 8
$315 $210 10 $189 9
$340 $226 10 $204 9
$365 $244 11 $220 10
$390 $260 12 $234 11
$440 $294 13 $265 12
$455 $304 14 $274 12
$465 $310 14 $279 13
$490 $327 15 $295 13
$540 $360 16 $324 15
$565 $377 17 $340 15
$590 $394 18 $355 16
$640 $427 19 $385 17
$665 $444 20 $400 18

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 Original Price Step-Up Price Returns 10% off Renewal Returns
Unlimited 1040 $1,585 $1057 132 $952 119
Unlimited Business $1,500 $1057 82 $952 74