Professionals
About our Professional System
The most advanced platform for tax preparers in Puerto Rico for the last 15 years.
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Certified
Certified with the Puerto Rico Department of the Treasury and the IRS.
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Export Clients
Export the client list at any time.
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Invoice Clients
Set tax form prices by schedules or hours worked to create invoices in the system.
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Security
Communication between our servers and your computer is encrypted with Security certificates (SSL). Your information is encrypted in our database with your key.
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Multi-Users
Designed from the ground up for concurrent multiple user, PlanillaPlus allows you to manage users and different system permissions.
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Client Portal and Digital Signature
Exchange documents and messages with your clients. Your clients can sign tax forms remotely. Send PDF printouts of tax forms to your cloud drive account. Receive new clients automatically using the promotions system.
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Multi-Platform
Compatible with Windows, Apple Mac, Linux, iPhone, iPad, and Android.
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Includes Previous Years
Includes tax forms since 2009 without needing to purchase different programs for previous years.
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Import Clients
Import clients from other programs without having to manually enter information.
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Pending Items
Maintain a list of pending tasks within the system.
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Task System
Organize your workflow by assigning tasks to different employees.
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Reports
The system includes various reports to track clients and returns.
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Information PDF Recognition
Import SURI information PDFs into your tax form without having to enter manually. The system accepts individual or multiple information PDFs in a single file.
Prices
Prices Professional System
Tax forms are sold in modules - purchase only what you need. Electronic filing is UNLIMITED. Each
module includes all programmed tax forms from previous years for that module.
Subscription expires on December 31 of the year it was bought.
Individuals PR
Puerto Rico individual income tax returns and trusts
- 482 - Individual Income Tax Return
- 480.8 - Fiduciary Income Tax Return (Estates and Trusts)
- Municipal License - Business Volume Declaration
- Client invoicing system
- Electronic filing at no additional charge
- All previous programmed years included
Entities PR
Corporations, partnerships, conduit entities and exempt organizations
- 480.2 - Corporate Income Tax Return
- 480.2(EC) - Conduit Entities Income Tax Return
- 480.7(OE) - Exempt Organizations
- 482(C) - Partners and Members
- OCAM PA01 - Business Volume
- 480.3(II) - Businesses with tax exemption decree
- IRS 1120S - S Corporation (Beta)
- Client invoicing system
- Electronic filing at no additional charge
- All previous programmed years included
Individuals US
Federal tax returns for individuals and Puerto Rico residents
- 1040-PR/SS - Additional Child Tax Credit and Self-Employment
- 1040 - U.S. Individual Income Tax Return. List of Schedules
- Client invoicing system
- Electronic filing at no additional charge
- All previous programmed years included
- Requires PTIN to purchase. PTIN and EFIN to e-file. More information
- Includes one vendor control. Additional vendor controls ($10)
Quarterly US
Quarterly and annual federal tax returns
- 940 - Employer’s Annual Unemployment (FUTA)
- 941 - Employer’s Quarterly
- 944 - Employer’s Annual
- 943 - Employer’s Annual for Agricultural Employees
- Client invoicing system
- Electronic filing at no additional charge
- All previous programmed years included
- E-filing via EFIN, Client Pin or Form 8453-EMP
Payroll System
Complete payroll system for Puerto Rico
- Up to 100 companies
- Up to 30 employees per company
- Up to 30 contractors
- Accumulates vacation and sick hours manually or automatically
- Employee Portal
- Employer Portal
- Paycheck Generation
- Christmas Bonus Calculation
- Information file generation for SURI
Additional Services
Enhance your experience with these optional services
- Securely chat with your clients. Keep all conversations within the file.
- Set up your cloud storage to exchange documents with your clients electronically.
- Automatic client onboarding. The system allows you to create promotional links. When a person reads your link or QR Code, they are redirected to create a file with their demographic information. You only verify the information and accept your new client.
- Your client sees the invoices at the moment you create them in the file.
What does this mean for you?
- More accurate automatic processing thanks to AI.
- Elimination of manual data entry.
- Fewer errors and reviews.
- Significant time savings on each case.
- More agile and efficient workflow.
* In addition to the $50 fee, we charge $10 per 100 pages processed.
With this integration you can:
- Automatically save your tax returns when printing.
- Upload client files and tax information with total ease.
- Maintain a personal and secure copy of important documents.
Combine this feature with our OCR module to achieve automated incorporation and processing of tax information directly into the client account.
Contact
How to Contact Us
If you have access to your account, please submit a ticket from your account. If you cannot log in to your account, write to our email.
Help
Create ticket inside the account
Videos
Professional Sales
407.479.8045