Assignment: Filing Taxes Electronically

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Assignment: Filing Taxes Electronically

Assignment: Filing Taxes Electronically

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Some information presented in this section has come directly from an unpublished report

submitted to the supervisor on November 17, 2014.

I am recommending TurboTax to be implemented in our company. Out of all of the apps

researched and evaluated, TurboTax was the only app that differed from the others. Given that

we already have our own system of bookkeeping and invoicing, the other apps are unnecessary

and ineffective for our company. TurboTax is most beneficial given its evaluation of the

following criteria.


TurboTax does everything needed for filing taxes electronically with the IRS for personal

income tax returns and sole proprietors of small businesses. There is an automatic import

function so that users can import their W2 and 1099 tax forms. The app looks through over 350

deductions and credits to ensure that users get as many deductions as possible.


Both our clients and employees will be using the app. Our clients, who either file

personal income taxes or file as sole proprietors of small businesses, will use the app to guide

them through their returns. These clients will be offered a reduced price. The employees will use

the app to double-check the tax returns that are done by clients through the app and to help speed

up the process of taxes for clients who decide not to use the app on their own.


TurboTax is extremely simple and no prior knowledge of taxes is needed for use. In fact,

users take photos of their W-2 forms, answer simple questions about their lives, and their tax

returns are completed for them ready for e-filing, as shown in the figures below. The figures

below show the process of TurboTax from an iPhone’s perspective.

TurboTax Recommendation 3


One advantages of this app

includes its detailed instructions. Users

are confident that they are doing

everything right because they are guided

through the entire process. Another

advantage is security. The app uses

advanced technology, has a strong

privacy team, and performs security

tests daily. TurboTax

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