Tax and accounting

Tax planning and preparation

Turn your organization into a trusted, one-stop, full-service tax and financial advisory resource

Optimize your workflow and increase profitability while completing more returns in less time

Get the resources to advise your tax clients on everything from new regulations to business expansion

Software and services for seamless tax and trade compliance that allows you to deliver for your clients:

  • Produce accurate, consistent global tax reporting results
  • Streamline your organization's data entry
  • Lease a cloud-based version of our entire CS Professional Suite — plus Microsoft® Office and Exchange — and pay only for the software you use
  • File advanced tax returns
  • Stay on top of important corporate tax and other compliance dates

Tax compliance

Complete more tax returns in less time with a shortened workflow and increased productivity.

UltraTax CS

Software for tax preparers and accountants. Provides a full line of federal, state, and local programs. Save time with tax planning, preparation, and compliance.

Learn more about UltraTax CS

Tax planning

Build a digital-first workplace and gain the time and expertise needed to advise clients on everything from new regulations to business expansion.

Planner CS

Comprehensive, long-term tax planning software for accountants. Compare different scenarios, provide detailed insight, and create sleek, easy-to-read briefs for clients.

Learn more about Planner CS

Tax preparation

Simplify your tax business and compliance needs from determination through final remittance and compliance.

Accounting CS Payroll

Full-service payroll software for accountants. Advanced solutions for time entry, paycheck delivery, and more. Automated features increase accuracy and client volume without hiring staff.

Learn more about Accounting CS Payroll

Tax tools

Arm your organization with the next generation of tax tools to aid clients in preparation, compilation, and review.

Checkpoint Engage PCR

Preparation, compilation, and review (PCR) engagement software. Improve your efficiency with our award-winning, cloud-based technology.

Learn more about Checkpoint Engage PCR

Transfer pricing

Manage each step of the transfer pricing process with confidence and build a knowledge base that scales with your organization.


Produce customized research and requirements for base erosion and profit shifting (BEPS) Action 13 regulations. Create compliant country-by-country (CbC) reports.

Learn more about ONESOURCE BEPS Action Manager

Fixed asset depreciation

Manage assets more efficiently while improving the accuracy of your organization's data.

Fixed Assets CS

Calculate depreciation quickly and manage fixed assets efficiently; add, change, dispose, or transfer assets using customizable tracking and sorting; save time on manual entry; and improve data accuracy.

Learn more about Fixed Assets CS

Financial close

Simplify and automate your organization's financial close in a single, user-friendly platform.

ONESOURCE Tax Provision

Automate your corporate financial close and streamline the tax provision process. Analyze data with filtering and drill-down capabilities, close faster, file earlier, and free up time to grow your business.

Learn more about ONESOURCE Tax Provision

Income tax compliance

Simplify the income tax compliance process with access to nearly every type of return.


File quick and accurate U.S. corporate income tax returns with the most trusted software on the market. Manage every step of the process for federal, state, and international compliance.

Learn more about ONESOURCE Income Tax

Tax automation

Improve the accuracy of your organization's tax returns and filings while also staying compliant.

ONESOURCE Determination

Market-leading global tax determination software that automates tax calculations. Report on sales and use tax, GST, VAT, and excise tax using the latest rates and rules.

Learn more about ONESOURCE Determination

Sales & use tax

Quickly locate filing dates and real-time tax rates so your organization stays compliant.

ONESOURCE Fast Sales Tax

Find on-demand sales and use tax rates and filing due dates. Identify appropriate product taxability statuses, search sourcing rules, and learn from step-by-step tax guidance.

Learn more about ONESOURCE Fast Sales Tax

Discover more about our tax and accounting products