Thomson Reuters

ToolBox CS is an ultra-efficient collection of key utilities including financial and tax calculators, calculating federal forms, flowcharts from the IRS, and templates to help you produce internal office documents.

Part of the acclaimed CS Professional Suite, ToolBox CS is designed to be used year-round -- but you'll find it indispensible during tax season.  ToolBox CS gives you ready access to business, retirement, loan, and mortage calculators; over 60 federal forms; quick-reference flowcharts; as well as fax, invoice, and other templates for managing your office.

ToolBox CS includes flowcharts, worksheets, to-do lists, and office document templates so that you can stop hunting for the right document or designing new templates and focus on your core business activities.

With ToolBox CS, you can:

• Process your client's financial documents faster than ever before.
• Calculate financial data with ease.
• Gain instant access to key IRS documents.
• Manage workflow with a variety of specialized tools.

Why choose ToolBox CS?

• Smart calculators at your fingertips: ToolBox CS includes dozens of business, retirement, investment, mortgage, loan, and personal finance calculators.
• More federal forms: WithToolBox CS, you'll have instant access to 61 U.S. government forms, all kept up-to-date and all seamlessly integrated with other CS Professional Suite applications.
• Flowcharts: Let you quickly and easily pinpoint eligibility.
• Key office templates.  A variety of office documents are available, including contact log sheets, fax cover sheets, invoices, memos, missing information sheets, statement of accounts and to do lists. 

ToolBox CS has the necessary tools to handle your clients' individual needs with more speed and precision than ever before.

Calculators:

• Business Calculators: Buying vs. Leasing -- Equipment, Economical Order Quantity, Gross to Net Paycheck, Hiring Your Dependent Child, Qualified Farmer Determination for Estimated Tax and more.
• Retirement Calculators: 401(k) vs. Roth IRA, Accumulated IRA Savings, Combine Multiple Retirement Accounts, Convert Regular IRA to Roth IRA, Retirement Income Planner, Tax Sheltered vs. Taxable Investment and more.
• Other Investment Calculators: Future Value of Investments, Health Savings Account Evaluator, Investment Needed to Achieve Goal, Monthly Investment Accumulation, Present Value of a Series of Payments, Present Value of Annuity, Present Value of Future Amount, Years to Become a Millionaire and more.
• Mortgage Calculators: Monthly to Bi-Weekly Loan Conversion, Mortgage Comparison, Pay Points on Mortgage, Qualify for Home Purchase and more.
• Other Loan Calculators: Custom Loan Payment Schedule, Effect of Lump-Sum Payment on Loan, Record of Loan Payments and Rate Changes and Standard Loan Payment Schedule.
• Personal Finance Calculators: Before and After Tax Rate of Return, Buying vs. Leasing --Auto, Buying vs. Renting -- Home, Estate Tax, Marginal Tax Rate -- 2007 & 2008, and more.

U.S. Government Forms:

• 56 -- Notice Concerning Fiduciary Relationship
• 433-F  -- Collection Information Statement
• 656 -- Offer in Compromise
• 966 -- Corporate Dissolution or Liquidation
• 982 -- Reduction of Tax Attributes Due to Discharge of Indebtedness
• 1310 -- Statement of Person Claiming Refund for Deceased Taxpayer
• 7004 -- Application for Automatic Six-Month Extensions
• 8300 -- Report of Cash Payments over 10,000 Received
• 8809 -- Application for Extension of Time to File Information Returns
• 8857 -- Request for Innocent Spouse Relief
• SS-5 -- Application for Social Security Card
• TD F 90-22.1 -- Report of Foreign Bank and Financial Accounts
• W-7 -- Application for IRS Individual Taxpayer ID Number
• Sixty-one federal forms in all
  
  

Flowcharts:

• Determination of Filing Status
• Qualifying Child
• Qualifying Relative for Dependency Deduction
• Business Use of the Home (IRS Publication 587)
• Child Care Credit -- Who Qualifies? (IRS Publication 17)
• Children's Income on Parents Return (IRS Publication 17)
• Credit for the Elderly or Disabled (IRS Publication 17)
• Is Your Excess Medical Reimbursement Taxable? (IRS Publications 17 and 502)
• Mortgage Interest: Deductible (IRS Publication 17)
• Moving Expenses (IRS Publication 17)
• Who is Eligible for the Hope Credit? (IRS Publication 970)

Office Documents:

• Contact log sheets
• Fax cover sheets
• Invoices
• Memos
• Missing information sheets
• Statements of accounts
• To-do lists
• and much more
  

Thomson Tax & Accounting products are designed for professional production work. Our system requirements are based on the assumption that professional accounting firms replace their computer hardware and operating systems approximately every three years.

While our products may operate on less powerful hardware and operating systems, we do not believe it will perform at a level suitable for production work in those environments. Of course, as processing speed and RAM are increased, software performance will also improve.

We recommend workstation class computers, which generally offer higher levels of performance than desktop models when running business applications.

For a complete listing of systems requirements for the CS Professional Suite, click here.