Prepare personal and business returns with OLT Pro, including Form 1120. Add the TAAX Ai workspace, office training and 1-on-1 mentorship through Tax Office Plus.
No credit card required · No automatic paid upgrade
OLT Pro example preparation screen · Sample data from an earlier tax year Tap or click to enlarge. Current screens may differ.
✓ Individual & corporate returns✓ Federal + all states✓ TAAX office tools + mentorship
KNOW YOUR FILING TOOLS
Individual and corporate filing. One supported office.
TAAX offers OLT Pro to CPA practices that need individual and business filing, including corporate Form 1120.
Personal and entity returns
Prepare individual returns alongside corporations, S corporations, partnerships and fiduciary returns.
Your preferred entry style
Use interview guidance or direct input, with W-2/1099 and K-1 import tools to reduce re-entry.
Work from your browser
OLT Pro Web supports unlimited returns with automatic updates and no local software installation.
Keep return details together
Use the client manager, document manager and organizer to keep tax information accessible.
Follow filing progress
The e-file manager helps you monitor transmission, acknowledgments and rejected returns.
See your office activity
Review filing and production reports, with multi-user tools for your preparation team.
RETURN COVERAGE
From individual clients to corporate returns.
1040 / 1040-NRIndividual
1120 / 1120SCorporations
1065Partnerships
1041Estates & trusts
Additional supported forms include 990, 2290, 720, 709, 706, 5500, 8849 and 8038-CP. Federal and state form availability depends on the tax year. Explore TaxSlayer ProWeb →
TAAX Ai office workspace · Tax filing takes place in OLT Pro
MORE THAN FILING SOFTWARE
Your filing tools. Your office on autopilot.
Use OLT Pro for return preparation. Use TAAX Ai to organize daily office work and let routine workflows run in the background.
Client records, appointments, documents and billing in one workspace
Automated reminders, CRM and AI marketing tools
AI-prepared priorities and follow-ups for your review and approval
Tax Office Plus brings the tools and support together at the same price with either provider option.
Start exploring TAAX immediately. Tax-software activation and e-filing are subject to provider and EFIN requirements.
Choose your filing path
Choose the software option that fits the returns you prepare. Both options are included at the same plan price.
Open your TAAX workspace
Create your account and explore your dashboard, office tools and automation. Help is available whenever you need it.
Get help when you need it
Work with a mentor on office systems, daily operations and your next stage of growth.
COMMISSION CENTER · FOR MULTI-USER OFFICES
Pay your team with a clear commission breakdown.
When your office pays preparers by commission, bring preparation fees, individual rates and shared-return splits together. Keep each team member’s earnings and payment status clear.
Yes. OLT Pro supports Form 1120 and 1120S, along with 1065, 1041 and individual returns. This is the TAAX option for practices that need entity filing.
Is the dashboard shown the OLT interface?
The example at the top shows OLT Pro return preparation. The separate TAAX Ai dashboard shows your office workspace. Tax return preparation and e-filing happen in OLT Pro.
Is OLT only available to CPAs?
This page describes TAAX’s offering for CPA practices. OLT Pro itself also serves other tax professionals; talk with our team about your return types and setup.
What happens after the 7-day trial?
Explore TAAX office tools free for 7 days. After your trial, you can upgrade or continue for free with our limited Basic plan.
Is the price different for OLT and TaxSlayer?
No. Tax Office Plus is $169/month or $1,428 billed annually with either provider option. Save 30% with annual billing.
How do I choose the right setup?
Schedule a conversation with a mentor to discuss your practice, filing needs and the support included in Tax Office Plus.
