FreeTaxUSA Review | Reviews Roo

FreeTaxUSA Review

Contrary to most of the other popular solutions FreeTaxUSA prides itself on being one of the most feature rich, comprehensive and complex filing solutions allowing you to customize your tax filing experience to the max. On offer within the software is an extensive list reductions and over 1040 forms and credits to choose from, all included by default. It has been around since 2001 and over its lifetime over 8 million returns have been completed. Read customer reviews here of FreeTaxUSA.

free-tax-usa-review

 

Edition Price Details
Free Free Beginner friendly, 100% free.
Deluxe $5.95 Audit assist, comprehensive federal filing.
State $9.95 State filing included.

FreeTaxUSA predominantly revolves around a completely free system which allows the user to signup and get filing without the need of payment. It seems most of their customers choose this option, although there are two other paid plans with added features. A deluxe edition is available for $5.95 which comes with included audit assistance and a state filing edition for $9.95 providing the ability to file state taxes. Other than these two upgrades the rest of the software is completely free and functional. The process of filing taxes with FreeTaxUSA is extremely simple due to a series of menus and prompts which guide the user through the entire process and numerous calculators and tools to assist in calculations. This allows the user to test out different options before formally filing and preview all data they plan on filing. Another great feature is the ease of setup since there is no programs to install, nothing to download. Everything is completely web-based allowing you to file your tax from any device, at any location and at any time. This makes using the software extremely convenient and allows the system to be compatible with any internet connected device.

The key feature which FreeTaxUSA promises and delivers is the ability to file taxes at no charge. As a user, you are not obligated to make any purchase and are provided with an entire suite of comprehensive tools to easily file your tax as standard. The free filing program comes with features such as online backup, data import from previous years, direct deposit, automatic error checking and the ability to print everything you do within the software including your taxes. FreeTaxUSA allows for many types of filing such as home owner return, investment income, rental income and taxes for those who are self employed thus catering to a wide audience. State tax filing is available for $9.95, however at present you can’t file dual state claims. This could be a downside for some users and isn’t a strong point for the software. The entire tax filing process is outlined in an easy to understand manner allowing for quick and stress free filing. The entire tax filing process shouldn’t take more than around 30 minutes and FreeTaxUSA has plenty of support options to assist you if needed. Tax filing can be so time consuming due to all the different sections available for you to address, however with FreeTaxUSA only the sections relevant to you will be shown saving tremendous amounts of time. An automatic refund calculator shows your potential tax refund as you go through the filing process which is another nice additional feature.

Supported Operating Systems
Online Yes
Windows (download) No
Mac (download) No
Mobile No
CD No

FreeTaxUSA offers included 24 hour email support which allows you to contact a team member by the click of a button. The support is satisfactory and the support team do tend to heavily reference the knowledge base however it is in depth. Deluxe users receive priority email support and there is a lack of live chat functionality. FreeTaxUSA offers the same level of security as most other providers with all the industry standard certification and security standards in place. The system and website security is provided by Truste and Verisign handles data encryption both industry leading security firms.

Verdict

FreeTaxUSA provides a sound tax filing system which is available for free, however there are many benefits to upgrade to the paid edition. Users will find the process all very simple and if they need help some support will be there to assist. It is a good solution for those on a tight budget with useful tools and a great value proposition.

 

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January 20, 2015
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