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The following information applies to former TaxWorks firms who are in their first 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 TaxWorks firms in their second year of step-up pricing, see Internal: TaxWorks break-even table - year two of a two-year step-up.

This group receives a special credit equal to two-thirds of the full renewal cost this year. Next year's special credit will be equal to one-third the full renewal price.  For full retail pricing information, see the CS Professional Suite product price list. Break-even points are an important part of renewal discussions. For details, see Internal: Guidelines for UltraTax CS renewals by audience.

Unlimited products renewed this year may not meet the break-even point next year, due the change in special credit. The current Per Return Pricing (PRP) fee and the cost to purchase a given unlimited license determines the Breakeven point. Use the following tables to find 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 $990 38 $891 34
1120 $2125 $708 20 $637 18
1065 $1640 $546 15 $491 14
1041 $1560 $520 14 $468 13
5500 $1410 $470 13 $423 12
990 $1410 $470 13 $423 12
706 $955 $318 9 $286 8
709 $955 $318 9 $286 8

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 $88 5 $79 5
$340 $114 6 $102 6
$365 $122 7 $110 6
$415 $138 8 $124 7
$465 $155 8 $140 8

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 $72 4 $65 3
$265 $88 4 $79 4
$290 $97 5 $88 4
$315 $105 5 $95 5
$340 $112 6 $111 5
$365 $122 6 $110 5
$390 $130 6 $117 6
$440 $147 7 $132 6
$455 $152 7 $137 6
$465 $155 7 $140 7
$490 $164 8 $148 7
$540 $180 8 $162 8
$565 $189 8 $170 8
$590 $197 9 $177 8
$640 $214 10 $192 9
$665 $222 10 $200 9

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 $528 66 $475.20 60
Unlimited Business $1,585 $528 41 $475.20 37