Scope of supply:
In addition to the program on CD is a (very) short user guide for the program and a more than 430-page tax guide in printed form. Both manuals are installed but also as a PDF.
Installation:
The installation of the control-passbook on my WindowsXP system went smoothly. Who does not want to install on your hard disk, the program, which can also select the "USB-Stick" option. But a double installation on both disk and drive is possible.
Updates there within the program or manually via the manufacturer's website
After the start you should first perform a search update (and which is recommended for bug fixes and consideration of new court decisions).
With me around 12 MB were downloaded and installed separately.
During installation, the program automatically "My Tax passbook Today" set in the Startup group and therefore started at every Windows startup. This program checks for updates and new control information are present. Moreover, it can be used as a small appointment and task management. Who does not need the program, it should be easy to delete from the Startup.
Operation / functions:
Users of the previous version will cope directly with the program and get started with the transfer of data from the previous year. But for newcomers is the control program very intuitive to use, since it has a meaningful screen layout: left side navigation, middle input area, right side help information in text and video. In addition, there is the interview mode for beginners. Here the user is navigated by questions by the tax return. But I prefer the manual control, because I know usually what entries I need to make.
The examination of the information has been entered either immediately when entering or total examination at the end of the tax return. Thus, errors are reduced to a minimum. What I found very useful is the ability to go with smaller adjustments directly on the completed form, where to click on the corresponding field and branch to the input mask. That's not all tax programs.
After data acquisition, the program is targeted tips to save taxes. For this, the inputs are analyzed. For example, it is pointed out, if the labor recipient's allowance has not yet been reached. The display of possible advertising costs will help you not to forget.
An absolute highlight for me: colored traffic light symbols to tuning. Depending on the color you can immediately see whether an increase in the input values at all tax effects: green: Each euro is lowering tax; yellow: the limit has not been reached; red = everything is maxed out. A very well thought out and intuitive display!
In addition to the actual income tax return, the program package can still more. Particularly noteworthy is the revenue / income statement - useful for smaller businesses (self-employed, self-employed, tradespeople) without accounting obligations.
Here all the functionalities (computers, aids etc.) perform, would take too long. I recommend a look at the product description, which can be found on the manufacturer's site.
Support:
And no 01805 or 0900 number - - Is there nevertheless times problems of support via e-mail or in a 'normal' landline number can be reached. As other providers can sometimes learn a lot!
Conclusion:
The tax savings account is a reliable companion in the preparation of the annual income tax return - for beginners as well as for tax-savvy users. In particular, the colored illustration of optimization opportunities spurs, also retrieve recent overpaid euros by the tax office.