[comp.binaries.ibm.pc.d] 1989 Tax Preparation Software Review

bruces@Stardent.COM (Bruce Schurmann @stapollo) (03/01/90)

  This is a quick review of the three currently available 
  Tax Preparation programs on SIMTEL20.  The three I am referring
  to are:
  
      12/18/89     159529 binary PD:<MSDOS2.TAXES>AMTAX89.ARC
      01/25/90     167540 binary PD:<MSDOS2.TAXES>PCTX8913.ARC
      01/08/90     191663 binary PD:<MSDOS2.TAXES>STAX89.ARC
  
  Summary
  -------
  What all three programs have in common:
      1. All three are tax PREPARATION programs.  They
         solely facilitate the task of capturing your
         1989 Federal Income Tax information, computing
         entries where appropriate and printing the
         information out.  They do NOT offer advice nor
         do they work in a questionare style.
      2. All three are "shareware" and require a
         registration fee for first time use.
             AM-TAX            $20
             Share-TAX/1040    $ 5
             PC-TAX89          $25
      3. AM-TAX and Share-TAX/1040 offer more
         sophisticated versions of their programs (more
         schedules, more forms, etc.)
      4. All three offer average to good documentation.    
      5. All three can supposedly generate IRS acceptable
         forms on dot matrix printers (excluding the 1040
         form itself which none can do).
      6. All three installed and ran pretty much hassle
         free.
  
  My ranking of the three on a scale of 1 to 10 where
  10 is good:
  
          AM-TAX              9
          Share-TAX/1040      8
          PC-TAX89            4
  
  AM-TAX
  ------
  I like this package and will use it for my own return.  It has
  several nice features that set it apart from the others:
  
      1. It has a decent user interface with respect to the
         way the forms handling is done.
      2. It allows the user to invoke "worksheets" at ANY
         arbitrary point in the form.  e.g. If you want
         to itemized contributions for your own records you
         can do so and the worksheet sum automatically
         updates the main form.  These support forms are
         indexed to the line of the main form and printed
         with the full set of forms.
      3. A full featured calculator is always available
         that can optionally return it's answer (rounded
         off to cents or dollars) to the point in the form
         from where it was invoked.
      4. Handles multiple forms, e.g. try1, try2, etc.,
         very well.  You can annotate the index with
         comments and see these when choosing forms.
  
  Share-TAX/1040
  --------------
  This is very close to AM-TAX.  It only significantly differs
  by not supporting arbitrary user-defined "worksheets" and not
  having a builtin calculator.  It had one annoying drawback
  which is a little more subtle - when a field is filled in and
  it is obvious that you want to move to the next field the
  cursor merely dangles off the edge of the field.  Example:
  When you fill in the social security number field in AM-TAX you
  are immediately positioned to the next available field once you
  enter the last number of the SS number.  In Share-TAX/1040 you
  have to hit enter to get to the next field.  This is a minor
  point but the AM-TAX user interface in general was much more
  comfortable and intuitive for me.
  
  PC-TAX89
  --------
  I did not like this at all.  It involves the use of "transfer
  files" to move data from form to form.  Maybe all three tax
  packages do but PC-TAX89 makes these visible to the user and
  they are very confusing.  Maybe people like that sort of thing
  but it adds ABSOLUTELY NO additional capability over the other
  two packages.  An even more annoying attribute of PC-TAX89 is
  that it is a carryover from a 1983 tax preparation program and
  that shows.  Where the other two programs use forms on the 
  screen in the usual sense, PC-TAX89 presents the forms a line
  at a time to the user so you constantly have 90% of the screen
  blanked.  This is very frustrating and turned me off immediately.
  
  ----------------------------------------------------------------
  
          These are my views alone and I hope I have been
          accurate.  I have no affiliation with anybody
          associated with any of the above products.
  
          Bruce Schurmann

pipkins@qmsseq.imagen.com (Jeff Pipkins) (03/03/90)

Question:

Can these tax programs save you any money on the bottom line?
Do they arrange the numbers in such a manner as to attempt some
optimization with respect to the wallet?  Or do they just help
you fill out the form?  If all they do is help you fill out
the form, then what good is it?  I'd rather just try to figure
out the form than to try to figure out the form AND and new program.

john@itivax.iti.org (John Sauter) (03/04/90)

In article <1990Feb28.195544.670@Stardent.COM> bruces@moon.UUCP (Bruce Schurmann @stapollo) writes:
>  My ranking of the three on a scale of 1 to 10 where
>  10 is good:
>  
>          AM-TAX              9
>          Share-TAX/1040      8
>          PC-TAX89            4

First thanks for the review, I had started doing the same (but
obviously am running out of time for this tax year).  I have only
tried STAX89.ARC but quickly found that I was unable to use it to
complete even my 1040.  STAX89 is limited in the forms it supports
by I hoped I could at least fill out a 1040.  Unforunately it does
not allow you to make an entry for line 22 (Other income).  Since I
have other income (as I suspect many people do) I am not able to
complete my 1040.  There may be a work around, but I'm probably
going to check out AM-TAX first.

John Sauter
Internet (it's very simple): john@iti.org
Industrial Technology Institute