Overall, easy to use. Some minor items are confusing in the errors section which I could not correct. Therefore, I couldn't use Netfile.
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Rental Property needs work. Always have to reinput partner information. Very annoying
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The software is very good with the exception of the entry method for investments which are split between spouses. If investments are held in joint name and 50% is to be recorded on each return, you need to enter the information twice instead of simply having a field that would allow you to apportion the investment between the two parties. Other software has this function and it would be a great enhancement for Turbo Tax.
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I have been using Intuit's tax program for years and have found it very accurate. Every year the results sent by the CRA on the assessment match what Turbo Tax calculated.
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Easy to follow step by step instructions. Excellent online support. Do it again next year.
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Good value for people processing straight forward returns rather than paying per slip at other tax preparation businesses.
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Prior Tax Prep Method:Used a tax preparation service (such as H&R Block)
Relationship:I'm single
Home:I rent my home
Family:I don't have kids
Business:I don't own a business
Student:I'm not a student
Overall:
4/5
14727Reviews
Date:Apr. 6, 2013
The entry of medical expenses is a tedious job,it would be nice to have a calender from which to take dates.Likewise a box where one can program a doctors or dentist name would be very nice to have,the same goes for stock entries John
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In the EASY STEP method, I always have trouble trying to figure out what my income is from (investments?, interest?, RRSP?, etc.) in order to get the right "pop-down" list to give me the on-screen duplicates of the form(s) I have in my hand. It would be much easier to simply be able to access a "master T-forms list". i.e. Having put all my T-forms in numerical order, I simply go down TurboTax's (TT) master list of all possible T-forms and tick off the ones that pertain without having to figure out what sort of income/expense/whatever I have. TT then simply says: "You said you have a T?. Here it is. Fill it in according to the T? you have in your hand." When you're done, TT asks if you have another (Y/N). If yes, you're given another to fill in, if no, TT goes to the next T-form you said you have. And so on to the end. This "master T-forms list" method would also seem to be more in keeping with the EASY STEP philosophy which is the tax-filer doesn't know anything about tax-filing but can at least read well enough to be able to fill in an on-screen duplicate of a hard-copy he has in his hand.
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found it very difficult to get back to the carrying charges area for safety deposit box. It kept taking me back to film etc. Other than that I found it exceptional.
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I like TurboTax and have been using it, and its previous incarnation for years (since about 1990). The product is easy to use and I generally like it, but I hate the marketing done by Quicken.
My one complaint with the product is the preparation for netfiling. They have just led you through a long process to get all of the data and then they ask you what amounts to test questions. These questions deal with things you may have put on your form - or not, but it doesn't make it clear where. Also, if you do go back to the form to find the answer, you have to start the whole netfile process over. A total waste of time.
Other than that, I like the product and would recommend it.
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Better price than hiring an accountant, and explains all you need to fill out the needed forms. Works every time.
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I have been using this Turbo Tax system for a number of years. Very interesting. Let's see what Turbo Tax does with new and improved technology. However, first time I will have used "NetFile".
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Program is OK however if one uses the forms method I found it not easy to navigate about --when one fills in a form some don't have a obvious exit.
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good product.. would be very helpful if there was a link between a form called up in HELP and the actual form. It is hard to find the form mentioned sometimes
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I enjoy this software, have used it from beginning. However I find that there should be more returns made availabel for over 25,000.00 net income as there is very few people who are under that amount. You buy for under and over and yet under never gets used up and you pay for nothing. Thanks
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More patience to provide curteous, easy-to-understand explanations for Turbo Tax's operating functions, and related tax issues associated with the functions, with an understanding that some of us may not be well trained in computer operations, or the workings of TurboTax.
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Prior Tax Prep Method:Went to a tax professional/accountant
Overall:
4/5
14727Reviews
Date:Apr. 4, 2013
Value for the money
Excellent value for the money and the on line chat service was a HUGE help in difficult times! Quick resonses and I was even given an email after to review!
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I have been using Turbo Tax and all of its previous existences since the very beginning. That says a lot about this very useful programme.
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It knows if you have missed something and doesn't let you finish until you have found the missing input.
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I've used Intuit products for nearly 20 years and Quicken and TurboTax have simplified my life and given me peace of mind regarding all my financial matters.
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I have used this product for 5 years and have found it to be truly useful and easy to use.
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It is fairly easy to use. Some things are not explained such as it forced me to print my return instead of netfile.
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frustrated with the medical on spousal and carryforwrd on unused RRSP issues - other than that I find this to be a great value product both in terms of money but more importantly time
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This product gets better every year. The ONLY problem that I have is that if you go back to make a change through Forms, it can be really hard to return to the EasyStep where you left off. The tabs at the top of the page disappear. I end up closing the document and re-opening.
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Overall a good and easy to use product but transitioning between the wizard and form is flawed. You would think if you were in the wizard at a particular step and chose to switch to forms that you would be put to the matching form for the questions/line you were dealing with. Not the case. This is the biggest problem I've had with the software.
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When you enter in on the medical pages, you should have a reference to the amount required based on the income of the taxpayer. Amount does not show on the schedule. Looks like it just goes away
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If you know how to do taxes on paper, then you will find TT very easy. It checks for things you might have missed and makes other suggestions. It handles netfile very well.
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The charity optimizer never does optimize correctly. (Gives all to my wife, when if it goes to me the refund is higher). Also, gives warnings for items that are completed correctly (this year it was the Child Fitness Credit). Still this is a great tool. I can put up with the small nusiances.
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Import of the Quicken file for Capial Gain/loss does not work. Information transfered is incorrect and is using a wrong exchange for the transaction date.
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I have used the TurboTax (Quicken Tax) software for the past 10 years. Its' "easy-step" approach is very easy to use and understand. The only complaint I have is the price. The price of software increases every year, and I only file less than four returns per year.
TurboTax should have a cheaper version of software for limited amount of returns (ie. under four)
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