# Prepare and e-file every return the household needs

Prepare individual, fiduciary, estate and gift, and business returns in one season queue, and file them electronically with the IRS and all 50 states plus DC. Carry reviewed findings into the client's plan when the return raises a bigger question.

## Every return the household needs
Prepare individual returns on Form 1040, fiduciary returns on Form 1041, and estate and gift returns on Forms 706 and 709. Business returns cover Forms 1120, 1065 and 1120-S, and K-1 information flows to the owners and beneficiaries who need it. Every return family covers tax years 2023 through 2026. One client record holds the whole family's returns, so the business, the trust and the owners are prepared side by side.

## Federal and state e-filing
Returns are filed electronically with the IRS and with all 50 states plus DC. Each filing carries its postmark, and acknowledgments come back into the same record. A rejected return shows the reason and returns to the queue for correction. The client signs the e-file authorization on Form 8879 electronically before anything is sent. Copies for the client are delivered to their portal when the filing is accepted.

## Calculations that decline rather than guess
Every figure on a return is checked against its source. When a fact is missing or an item cannot be calculated with confidence, the return says so and names the fact that is needed, instead of showing a quiet zero. The preparer fills the gap and recalculates. Printed form pages show exactly what will be filed, one form at a time or as a single package.

## A season queue built for the busy months
The season queue shows every return, its status and what it is waiting on. Organizers go out to clients, uploads come back scanned, and the client signs from the portal. Reviewers see each return before it is filed, and delivery is tracked to the client. Reminders go out by email and text, so returns do not stall waiting for a document.

## IRS authorizations and transcripts
Request IRS authorizations, including Form 8821, then pull account and wage transcripts straight into the client record. Taxpayer ID numbers are matched before a return goes out. Transcript data sits next to the return, so a preparer can see what the IRS already has and catch differences early. Every request and its result are kept in the archive, and expiring authorizations are easy to spot. See [e-filing and tax monitoring](/tax-filing).

## Tax findings that inform the plan
A return often raises questions that last beyond the season, such as when to take income or how to pass on a business. Carry reviewed tax facts into the client's financial plan: you choose each transfer, and the source value stays attached. Compare scenarios, such as a Roth conversion or a move to another state, and see how projected taxes change. See how [financial advisors](/advisors) and [estate planning](/estate-planning) use the same facts.

## Try it with the example return
Open the fictional business owner's return in the showcase. Add a spouse and two children, change the filing status and recalculate, then compare the new form pages with the original. When a fact is missing, the return names it instead of guessing. [Try the platform](/try?for=tax), [talk with us](/contact) about your practice, or review [tax recordkeeping and consent](/regulatory-fit/tax). Firms that connect their own software can start with the [developer guides](/developers).