CompleteTax Basic Software

Use CompleteTax Basic for:
1040EZ & Simple Returns
This is the simplest IRS return form to e-file - if you are single or married filing jointly with no dependents. Read More

This program edition is a superior choice for the less complicated return that does not require special filing needs for dependants since it has limited support in this area.

To take full advantage of this edition you should only have the need for standard 1040 - 1040ez filing requirments and not need special forms for more detailed investments and self employed earnings that require itemizing.

Completetax basic is just as it is named, a basic program for simple returns. This in tern can be the right choice for you if that's all you need. As we get older in life our returns begin to get a little more complicated as we get involved in investments and retirement funds to protect us in our older years.

As this happens we need software that grows with us in order to keep as much of our hard earned earning as possible from our old buddy Uncle Sam. That in tern is why these software editions are designed for a select group of filers in each edition.

Clouding up one edition with too much information that doesn't pertain to your filing needs just slows down your preparation process with confusing mumble jumble, something none of us need...

While using the basic edition you will see that everything is laid out in a easy to follow formats with support from anywhere you are at anytime. This layout keeps you from getting lost or confused, and keeps a clean pattern of preparation flowing without jumping around and getting you disoriented.

Because of this form of guidance you are able to spend far less time staggering around confused and more time, or should I say less time on the right stuff, completing your return.

For the new season many laws change every year but, these products continue to change with these laws to ensure you have the best up to date technology to complete your return.

So for technology purposes  we can pretty much guarantee you that doing your taxes yourself will no doubt continue to be a easy and rewarding experience, after all, isn't saving money on your accounting fees a good start to a bigger refund already.

Other areas of interest on the CompleteTax Basic Edition are:

Wages
You can easily enter your W-2 wage information or import your W-2 from a list of many payroll providers; you just need your Employer EFIN number which is located on your W-2. Read More

Interest Earned
You can include any Form 1099 interest from bank accounts or accounts at other financial institutions, CDs and bonds. Read More

Filing Status
CompleteTax Basic is for you if you are single or married filing jointly with no dependents. Read More

Free E-filing
Single or Married, Filing Jointly
W-2 Wages, Import Available
Interest Income

The CompleteTax Basic plan costs $14.95 for your federal return and $24.95 for your state return. Both your federal and state returns include free e-filing. The Basic plan is easy to use, and it asks you questions in a non complex manner than some of its competitors do.

The CompleteTax Basic plan has fairly thorough on-screen guidance and also gives you guidance for deductions. It doesn't offer phone advice for any of its products. The Basic plan gives you access to helpful technical support via live chat, email, and knowledgebase. It doesn't offer support over the phone. You can use the Basic plan for free up to the point you decide to print or e-file, but they don't offer a Money-Back Guarantee once you print or e-file.

Their products are generally less expensive than those of its competitors, but it's interface is somewhat lacking in user-friendliness.

The online software best suits you if you have previously filed your taxes and are somewhat familiar with current forms. This is because it asks you questions in a complex way to understand at times. Despite this drawback, it includes helpful on-screen guidance, in case you have any questions while preparing your taxes.

This software offers technical support for all of their products via live chat, email, and their knowledgebase. It has been in business for 10 years and is a good option for the seasoned filer.

The Online Basic service level is for those with children and/or itemized deductions. You can file forms 1040EZ, 1040A, and 1040 long forms using the Basic service level. If your 1040EZ filing status is anything but Single or Married Filing Jointly you will need to upgrade to the Basic service level. Those filing child and dependent expenses, homeowner mortgage interest, education credits, tuition and fees, gifts to charity.

Advanced Help is included at no extra charge, Support Chat is available for $4.95 per session.