CS Professional Suite 2021 Price List

1 CS Professional Suite 2021 Price ListTax UltraTax CS Fixed Assets CS Planner CS ToolBox CS Document Management FileCabinet CS Accounting & Auditing Accounting CS Workpapers CS Payroll Accounting CS PayrollFirm & Workflow Management Practice CS Client Portals NetClient CS Cloud Computing Virtual Office CS SaaS (Software as a Service) for CS Professional SuiteWebsite Design Web Builder CS Mobile Apps Mobile CS Professional Suite Price List CS Professional SuitePrice ListThank you for considering the Thomson Reuters CS Professional Suite family of products and services. CS Professional Suite offers the most comprehensive line of integrated products and services available to the profession. Designed to maximize productivity, each program is not only strong individually, but offers immense power through integration and advanced workflow features.

2 Because data transfers seamlessly between products, redundant data entry is eliminated and one-time even zero-time data entry becomes a reality. Integration to this degree can exponentially increase the productivity and profitability within your focus is on serving the tax and accounting profession and has been for decades. With more than 60 CPAs on staff, we build software for accountants, written by accountants, to offer solutions that think the way you comprehensive line of products in CS Professional Suite comes with a money-back guarantee. We stand behind all our products and we put our guarantee in writing. If you are not com pletely satisfied with any pro duct, you may return it within the guarantee period for a refund.

3 NOTE: Prices effective April 19, 2021 and are subject to change. Special pricing may be available for combination Professional Suite Price List ProductsUltraTax CS Federal, State, and Local ProductsUltraTax CS Federal Products UltraTax/1040 (Includes Organizer) $3,760 UltraTax/1120 (Includes S&C) $2,695 UltraTax/1120 Consolidated $1,635 UltraTax/1065 $2,085 UltraTax/1041 $1,980 UltraTax/5500 $1,795 UltraTax/990 $1,795 UltraTax/706 $1,215 UltraTax/709 $1,215 UltraTax/Heavy Vehicle Use Tax $610 Oil and Gas (1040, 1120, 1065, and 1041) $425 BNA Bridge $265 * The posting and retrieval fees for 1040 and Business Web-Based Client Organizers are included with NetClient CS. Firms not licensed for NetClient CS can choose to use the Web-Based Client Organizers on a per-client CS Business Organizer UltraTax/1040 Client Organizer $1 to post and $3 to retrieve $1 to post and $3 to retrieveUltraTax CS Networks UltraTax CS Local Area Network Module (Includes 4 users) $1040 Additional bundles of 4 users $400 UltraTax CS Server-Based Computing Module (Includes 4 users) $1,825 Additional bundles of 4 users $990 Standard Electronic Filing Thomson Reuters is committed to developing electronic filing for business products as soon as state taxing agencies permit.

4 You can find the status of business electronic filing availability for all states here. Please note that standard electronic filing is subject to per-return transmission fees. Unlimited 1040 Electronic Filing Module$2,020 Includes federal and state(s). (No per-transmission fees charged for 1040 e-filing)Unlimited Business Electronic Filing Module $2,020 Includes federal and state(s). (No per-transmission fees charged for 1120, 1065, 1041, 990, 5500, or Heavy Vehicle Use Tax e-filing)Per-Return Electronic Filing 1040 federal and state .. $12 per return Other entities federal and state .. $17 per return FBAR (1040 return) .. $12 per 1040 return FBAR (non 1040 return) .. $17 per non-1040 return (Extensions, FinCEN Form 114 (FBAR), and amended/superseding returns are separate transmissions.)

5 ESignatureElectronic signature (eSignature) capabilities are available for engagement letters, consent forms, bank account verification worksheets, FinCEN Form 114a and 1040 IRS Form 8878/8879. A $1 fee will apply to document packages successfully eSigned that do not contain an 8878/8879; a $5 fee will apply to document packages that contain a successful KBA (Knowledge-Based Authentication) signed Form 8878/8879 Note: Document packages include any documents sent in a single eSignature transmission. Fees are only assessed upon successful completion of eSignature. Spousal eSignature is included as part of a single package transmission. Check your state s rules to verify whether federal eSignatures are accepted.

6 There will be no extra charge for states with their own eSignature form, if processed with Form 8878/8879 UltraTax CS Per-Return Pricing (PRP) Options and Preparer Block Override FeesUltraTax CS users with one full federal license may purchase a $340 PRP license for access to all other UltraTax CS federal and state products on a PRP basis. For UltraTax CS users who own an unlimited license and want to change or blank out the Preparer Block the PRP fees below 1040 1120 1065 1041 990 5500 706 & 709 AHeavy Vehicle Use Tax = $41 Federal 1120 Consolidated = $67 Note: A $2 per-return surcharge will apply to PRP codes registered manually (by phone or fax).

7 PRP fees apply to the current year and all prior CS Portals NetClient CS Portals $241 per month ( Includes up to 1,000 base portals with Web Organizer, tax return presentation, and much more. A one-time $905 NetFirm CS setup fee applies.)CS Professional Suite Price List Tax Products State/Local$33 $26 $43 $30 $43 $30 $43 $30 $43 $30 $43 $30 $43 $30 State 1040 1120 1065 1041AK $660C$345 AL $510$510AR AZ990 $540$765S&C$60$510CA706, 990$765S&C$630$630CA Prop. Tax All Forms $430CO $485$660C$405$510 CTC$510DC $565U$510DC Prop. TaxAll Forms $430 DE706 $430FL FL Prop. Tax $660 $430 GA990 $485$765S&C$510$510GA Prop. Tax All Forms $430HI $540$765C$605$605IA $540$630C$510$630ID $540$540C$510$510IL706, 990 $485$765S&C$630$510IN990 $540$765C$630$510IN Prop.

8 Tax All Forms $430KS990 $540$765$510$510KY $540$635S&C$510$630KY Cities $430$455$430 KY Prop. Tax All Forms $430LA $485$660 $510$510MA706, 990 $540S&C,U$510$510MD706, 990S$405$510MD Prop. Tax All Forms $430ME706 $485$635C$490$490MI 990 $540$540U$405$630MI Cities $430$430$405 MI Prop. Tax All Forms $430MN990, 706 $485S&C$510$510MO $540$765S&C$405$510MO Cities $320$345 MS $540$765S&C$510$510MT $540$660S&C$405$510NC $485$660$490$510NC Prop. Tax All Forms $430ND $540$660C$510$510NE $540$660C$510$510 Tax ProductsUltraTax CS Federal, State and Local ProductsState 1040 1120 1065 1041NE Prop. Tax All Forms $430NH $565$565S&C$510$630NJ706 $565S$630$510NM $485$685S&C$510$405NV Commerce Tax All Forms $430NY706, 990 $565$765S&C$630$630 NYC (w/NY) $660C$510(w/NY)OH $430$660$510OH Cities $485$660 $630 OK $485$660C$510$630OR706 $540$660C$510$510OR Bus.

9 (w/OR) $365$345 PA706 $565$735S$630$510PA Cities $405$320$345 PR Prop. Tax All Forms $260RI706 $485$685C$405$405SC990 $485$660C$510$510SC Prop. Tax All Forms $430TN $430$540C&U$405$405TX $320 $540$540$320TX Prop. Tax All Forms$540UT $540$510$510VA990 $485$660S&C$510$630VA Prop. Tax All Forms $430VT $540$510C$405$630WI $485$660S&C$630$510WI Prop. Tax All Forms $430WV $485$660C$510$630 UltraTax CS State and Local Products Key UltraTax/990 Property Tax: CA, GA, IN, KY, MD, MI and WI 706 UltraTax/706 CA, CT, DE, IL, ME, MD, MN = $405; MA, NJ, NY, OR, PA, RI = $510 709 UltraTax/709 CT = $405990 UltraTax/990 AZ, CA, CT, GA, IL, IN, KS, MA, MD, MI, MN, NY, SC, VA = $510C Includes 1120 consolidated/combinedS S consolidatedS&C Includes 1120 S&C consolidated/combinedU Unitary ReturnCS Professional Suite Price List Tax Products $485 $485$485$660 S&C $510$405$510$660 C $540706, 709, 990 $485$765$510$565 $510$565$685$540$405 CAll Forms $660$660$765$660$510$660 COR CAT All Forms$395 Tax ProductsFixed Assets CS, Planner CS, ToolBox CS, and Source Document ProcessingFixed Assets CSFixed Assets CS $2135 $425 $425 $635 $635 $695 Local Area Network Module (Includes 4 users)

10 Additional bundles of 4 users Fixed Assets CS Server-Based Computing Module (Includes 4 users) Additional bundles of 4 users Fixed Assets CS Inventory Module CS Professional Suite Price List Tax Products Support Annual Contract1st Product (per year) Additional Product (per year)Monthly Contract1st Product (per month) Additional Product (per month)Hourly10 Minute IncrementsPlanner CS Planner CS Federal (Purchased Annually) Planner CS One State (Purchased Annually) Planner CS All States plus (Purchased Annually) ToolBox CS ToolBox CS CS Professional Suite Price List Tax Products $875$475$75$40$170$28 $1120 $345$410$505 Document ManagementFileCabinet CSFileCabinet CSFileCabinet CS $2,675 Local Area Network Module (Includes 4 users) $470 Additional bundles of 4 users $370 FileCabinet CS Server-Based Computing Module (Includes 4 users) $945 Additional bundles of 4 users $745 Source Document Processing(Works with Workpapers CS and FileCabinet CS) Individual Clients Unlimited Clients Technical Support Annual Contract1st Product (per year) Additional Product (per year)Monthly Contract1st Product (per month) Additional Product (per month)