The "breakeven point" is the point at which the cost to purchase an unlimited license is the same as the cost to pay per return. The current Per Return Pricing (PRP) fee and the cost to purchase an unlimited license determines the breakeven point.
Viewing breakeven information
A break-even analysis for new unlimited licenses you should consider adding is available on our website on the Recommended New Additional Products page and the Breakeven report.
To access the PRP/ELF Breakeven report on our website, follow these steps:
- Visit the My Account page on our website and log in using your Thomson Reuters ID.
- Click the PRP/ELF Reports link in the My Orders & Payments section to open the PRP/ELF Reports page.
- 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.
Breakeven tables
Use the following tables to determine the number of returns required to break even on the purchase or renewal of an unlimited product license. If you're not sure which renewal discount column applies to you, contact our Customer Support team for assistance.
Notes:
- Office Share and Branch firms have reduced renewal pricing that impacts the breakeven point. The breakeven point is half of what is listed for the full renewal price.
- If you're currently on a step-up pricing plan, the breakeven point may be different than the tables below.
Unlimited Federal Products
For more information about the PRP license or PRP fees, see Per-Return Pricing.
| Product | Renewal Price | Returns | 5% off Renewal | Returns | 10% off Renewal | Returns | 20% off Renewal | Returns |
|---|---|---|---|---|---|---|---|---|
| 1040 | $4,190 | 107 | $3,981 | 102 | $3,771 | 97 | $3,352 | 86 |
| 1120 | $3,005 | 60 | $2,855 | 57 | $2,705 | 54 | $2,404 | 48 |
| 1065 | $2,330 | 47 | $2,214 | 44 | $2,097 | 42 | $1,864 | 37 |
| 1041 | $2,205 | 44 | $2,095 | 42 | $1,985 | 40 | $1,764 | 35 |
| 5500 | $2,005 | 40 | $1,905 | 38 | $1,805 | 36 | $1,604 | 32 |
| 990 | $2,005 | 40 | $1,905 | 38 | $1,805 | 36 | $1,604 | 32 |
| 706 | $1,355 | 27 | $1,287 | 26 | $1,220 | 24 | $1,084 | 22 |
| 709 | $1,335 | 29 | $1,268 | 25 | $1,202 | 24 | $1,068 | 21 |
| Heavy Vehicle Use (HVU) | $685 | 14 | $651 | 13 | $617 | 12 | $548 | 11 |
Unlimited 1040 States
| Renewal Price | Returns | 5% off Renewal | Returns | 10% off Renewal | Returns | 20% off Renewal | Returns |
|---|---|---|---|---|---|---|---|
| $290 | 9 | $276 | 9 | $261 | 8 | $232 | 7 |
| $360 | 12 | $342 | 11 | $324 | 10 | $288 | 9 |
| $410 | 13 | $390 | 13 | $369 | 12 | $328 | 11 |
| $445 | 14 | $423 | 14 | $401 | 13 | $356 | 11 |
| $445 | 15 | $432 | 14 | $410 | 13 | $364 | 12 |
| $480 | 15 | $456 | 15 | $432 | 14 | $384 | 12 |
| $545 | 18 | $518 | 17 | $491 | 16 | $436 | 14 |
| $600 | 19 | $570 | 18 | $540 | 17 | $480 | 15 |
Unlimited Business States
| Renewal Price | Returns | 5% off Renewal | Returns | 10% off Renewal | Returns | 20% off Renewal | Returns |
|---|---|---|---|---|---|---|---|
| $360 | 10 | $342 | 10 | $324 | 9 | $288 | 8 |
| $385 | 11 | $366 | 10 | $347 | 10 | $308 | 9 |
| $410 | 11 | $390 | 11 | $369 | 10 | $328 | 9 |
| $445 | 12 | $423 | 12 | $401 | 11 | $356 | 10 |
| $455 | 13 | $432 | 12 | $410 | 11 | $364 | 10 |
| $480 | 13 | $456 | 13 | $432 | 12 | $384 | 11 |
| $510 | 14 | $485 | 13 | $459 | 13 | $408 | 11 |
| $570 | 16 | $542 | 15 | $513 | 14 | $456 | 13 |
| $600 | 17 | $570 | 16 | $540 | 15 | $480 | 13 |
| $630 | 18 | $599 | 17 | $567 | 16 | $504 | 14 |
| $700 | 19 | $665 | 18 | $630 | 18 | $560 | 16 |
| $735 | 20 | $698 | 19 | $662 | 18 | $588 | 16 |
| $765 | 21 | $727 | 20 | $689 | 19 | $612 | 17 |
| $855 | 24 | $812 | 23 | $770 | 21 | $684 | 19 |
Unlimited Electronic Filing
During breakeven analysis, take into account the number of extensions, amended, superseding, and/or FBAR returns you anticipate electronically filing (ELF) because each of those are separate transmissions.
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 | $2,255 | 161 | $2,142 | 153 | $2,030 | 145 | $1,804 | 129 |
| Unlimited Business | $2,255 | 119 | $2,038 | 113 | $2,142 | 107 | $2,030 | 95 |
PRP Pricing
PRP pricing applies to any service you use without owning the unlimited license.;
A separate ELF transmission is charged for any Federal Return or FBAR that is Superseded, Extended, Amended or Filed.
| Type | Federal | State or Local | Electronic Filing (ELF) |
|---|---|---|---|
| 1040 | $39 | $31 | $14 |
| Business | $50 | $36 | $19 |
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New! Download the breakeven calculator (2020).
To see the Product Breakeven Recommendations on the online renewal, follow these steps:
- Open the firm in MKT and click Access Online Renewals.
- Click Start Renewal for UltraTax CS, then click Renew Online.
- Click Continue on the Current Products page to move to the Recommended Additional New Products page.
- On the Recommended Additional New Products page, the Product Breakeven Recommendations will be on the left side of the screen. Show me.
See also: UltraTax CS branch office and office share pricing