January 6, 2014

Thomson Reuters Launches New Quickfinder Tax & Financial Tools for Tax Professionals


NEW YORK – Thomson Reuters announces Quickfinder Tax & Financial Tools, a comprehensive set of calculators, worksheets and financial tools designed for local tax and accounting firm practitioners. Aimed at bridging the gap between tax preparation software and tax research products, Quickfinder’s modern and intuitive user interface enables tax professionals to save countless hours throughout the year — especially during the peak of busy season.

“Quickfinder Tax & Financial Tools was designed for the modern day tax accountant looking to leverage the power of technology to provide value added services to their clients, while working as efficiently as possible,” said Shari Phelps, Sr. Director Tax Practitioner Segment at Thomson Reuters. “Our user-friendly, comprehensive package arms tax professionals with the tools they need, bringing hundreds of our trusted practice aids to life. We are offering one comprehensive tool set and one simple download at one value price.”

Key features include:

  • Individual Income Tax Planner/Calculator to estimate a client’s taxes for 2013 and/or 2014 or computing quarterly tax estimates. “What if” scenarios allow tax professionals to see the impact of various tax planning strategies. It is easy to use, yet comprehensive enough to compute regular tax, alternative capital gains tax, AMT, net investment income tax, self-employment tax and the additional Medicare tax.
  • Tax worksheets that cover both tax planning and preparation of returns automatically compute a wide variety of taxable scenarios, saving valuable time and ensuring accurate computations. For example, the product includes worksheets to compute a sole proprietor’s allowable retirement plan contribution whether using a SEP, SIMPLE, or solo 401(k) plan as well as the ability to easily compute and maintain a partner or S shareholder’s basis in his ownership interest.
  • Customizable client handouts enable tax professionals to provide clients with valuable tax and business information complete with their firm’s contact information and logo or photo. Professionally designed and written in straightforward, non-technical language, the handouts enable firms to effectively communicate complex tax planning and compliance topics to their clients.

For more information about Checkpoint Quickfinder Tax & Financial Tools, visit our Website.

Thomson Reuters

Thomson Reuters is the world’s leading source of intelligent information for businesses and professionals. We combine industry expertise with innovative technology to deliver critical information to leading decision makers in the financial and risk, legal, tax and accounting, intellectual property, science and media markets, powered by the world's most trusted news organization. With headquarters in New York and major operations in London and Eagan, Minnesota, Thomson Reuters employs approximately 60,000 people and operates in over 100 countries. For more information, go to http://thomsonreuters.com.