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Renewing CS Professional Suite applications

Breakeven tables

The breakeven point is the point where the cost of an unlimited license is the same as the cost of paying per return. The current Per Return Pricing (PRP) fee and the cost of an unlimited license determine the breakeven point.

View breakeven information

We provide a breakeven report to help you decide if you want to purchase an unlimited license or pay per return.
  1. Go to
    My Account
     and sign in with your Thomson Reuters ID.
  2. Go to the
    My Orders & Payments
     section then select
    PRP/ELF Reports
    .
  3. Go to the
    One Click reports
     section and then to the Breakeven Report. Select
    Generate Report
    .
  4. The report gives you a table that displays any tax forms you have requested 5 or more Per Return Pricing codes for and the number of returns required to break even in the next tax year.

Breakeven tables

Use the following tables to determine the number of returns required to breakeven on a purchase or renewal of an unlimited license. If you're not sure which renewal discount column applies to you, contact customer support.
note
  • Office Share and Branch firms have reduced renewal pricing that impacts the breakeven point. The breakeven point is half of what is listed for the full renewal price.
  • If you're currently on a step-up pricing plan, the breakeven point may be different than what's in the following tables.
Unlimited federal products
Product
Renewal price
Returns
5% off renewal
Returns
10% off renewal
Returns
20% off renewal
Returns
1040
$4,445
108
$4,223
103
$4,001
98
$3,556
87
1120
$3,190
60
$3,031
57
$2,871
54
$2,552
48
1065
$2,470
47
$2,347
44
$2,223
42
$1,976
37
1041
$2,340
44
$2,223
42
$2,024
40
$1,872
35
5500
$2,130
40
$2,024
38
$1,917
36
$1,704
32
990
$2,005
38
$1,905
36
$1,805
24
$1,604
30
706
$1,440
27
$1,368
26
$1,296
24
$1,152
22
709
$1,440
27
$1,268
26
$1,296
24
$1,152
22
Heavy Vehicle Use (HVU)
$730
14
$694
13
$657
12
$584
11
Unlimited 1040 states
Renewal price
Returns
5% off renewal
Returns
10% off renewal
Returns
20% off renewal
Returns
$360
11
$342
10
$324
10
$288
9
$410
12
$390
12
$369
11
$328
10
$480
15
$456
14
$432
13
$384
12
$575
17
$546
17
$518
16
$460
15
$610
18
$580
18
$549
17
$488
15
$640
19
$608
18
$576
17
$512
16
Unlimited business states
Renewal price
Returns
5% off renewal
Returns
10% off renewal
Returns
20% off renewal
Returns
$410
11
$390
10
$369
10
$328
9
$455
12
$423
11
$410
11
$364
10
$480
13
$456
12
$432
11
$384
10
$610
16
$580
15
$549
14
$488
13
$645
17
$613
16
$581
15
$516
14
$745
20
$708
19
$671
18
$596
16
$790
21
$751
20
$711
19
$632
17
$910
24
$865
23
$819
22
$728
19

Unlimited electronic filing

During breakeven analysis, take into account the number of extensions, amended, superseding, and/or FBAR returns you anticipate electronically filing (ELF) because each of those are separate transmissions.
note
A verified Electronic Filing Identification Number (EFIN) is required to transmit returns electronically with UltraTax CS.
Unlimited electronic filing
Product
Renewal price
Returns
5% off renewal
Returns
10% off renewal
Returns
20% off renewal
Returns
Unlimited 1040
$2,395
160
$2,275
152
$2,156
144
$1,916
128
Unlimited Business
$2,395
120
$2,275
114
$2,156
108
$1,916
96

PRP pricing

PRP pricing applies to any service you use without owning the unlimited license.
note
A separate ELF transmission is charged for any Federal Return or FBAR that is Superseded, Extended, Amended, or Filed.
PRP pricing
Type
Federal
State or local
Electronic filing (ELF)
1040
$41
$33
$15
Business
$53
$38
$20

This article applies to:

  • Product: Accounting CS,Account management,AdvanceFlow,FileCabinet CS,GoFileRoom,Practice CS,UltraTax CS,Virtual Office CS,Workpapers CS