Quick Overview
- 1#1: TurboTax Desktop - Provides downloadable desktop versions for preparing, amending, and e-filing prior year personal tax returns with extensive forms support.
- 2#2: H&R Block Software - Offers desktop and download editions specifically designed for prior year tax preparation and amendments with user-friendly guidance.
- 3#3: TaxAct Desktop - Delivers affordable desktop software for handling prior year returns, including state taxes and electronic filing options.
- 4#4: ProSeries Tax - Professional-grade desktop software supporting prior year professional tax returns with advanced diagnostics and e-filing.
- 5#5: Lacerte Tax - Enterprise-level tax preparation software with robust prior year support, automation, and integration for CPAs.
- 6#6: Drake Tax - Comprehensive professional tax software offering prior year modules, unlimited e-filing, and strong customer support.
- 7#7: UltraTax CS - Cloud-enabled professional software for prior year tax prep with firm-wide workflow and compliance tools.
- 8#8: CCH Axcess Tax - Integrated cloud platform for enterprise tax firms handling prior year returns with AI-driven insights and security.
- 9#9: TaxSlayer Pro - Professional web-based and desktop tools for prior year tax preparation with competitive pricing and support.
- 10#10: GoSystem Tax RS - Scalable cloud solution for large firms managing prior year tax returns with collaboration and archival features.
Tools were ranked based on robustness of prior year support, ease of use across skill levels, comprehensive feature sets (including state filing, e-filing, and integration capabilities), and overall value, ensuring a balance of performance and practicality.
Comparison Table
This comparison table explores key details of popular prior year tax software, including TurboTax Desktop, H&R Block Software, TaxAct Desktop, ProSeries Tax, Lacerte Tax, and more, helping readers understand features, usability, and functionality to find the best fit for their tax filing needs.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | TurboTax Desktop Provides downloadable desktop versions for preparing, amending, and e-filing prior year personal tax returns with extensive forms support. | specialized | 9.6/10 | 9.8/10 | 9.5/10 | 9.2/10 |
| 2 | H&R Block Software Offers desktop and download editions specifically designed for prior year tax preparation and amendments with user-friendly guidance. | specialized | 9.1/10 | 9.4/10 | 8.9/10 | 8.7/10 |
| 3 | TaxAct Desktop Delivers affordable desktop software for handling prior year returns, including state taxes and electronic filing options. | specialized | 8.4/10 | 8.7/10 | 8.1/10 | 9.3/10 |
| 4 | ProSeries Tax Professional-grade desktop software supporting prior year professional tax returns with advanced diagnostics and e-filing. | enterprise | 8.2/10 | 8.5/10 | 7.8/10 | 7.6/10 |
| 5 | Lacerte Tax Enterprise-level tax preparation software with robust prior year support, automation, and integration for CPAs. | enterprise | 8.2/10 | 8.8/10 | 7.5/10 | 7.8/10 |
| 6 | Drake Tax Comprehensive professional tax software offering prior year modules, unlimited e-filing, and strong customer support. | enterprise | 8.7/10 | 9.1/10 | 8.4/10 | 9.3/10 |
| 7 | UltraTax CS Cloud-enabled professional software for prior year tax prep with firm-wide workflow and compliance tools. | enterprise | 8.2/10 | 9.1/10 | 7.4/10 | 7.8/10 |
| 8 | CCH Axcess Tax Integrated cloud platform for enterprise tax firms handling prior year returns with AI-driven insights and security. | enterprise | 8.2/10 | 9.1/10 | 7.4/10 | 7.6/10 |
| 9 | TaxSlayer Pro Professional web-based and desktop tools for prior year tax preparation with competitive pricing and support. | enterprise | 8.2/10 | 7.8/10 | 8.5/10 | 9.0/10 |
| 10 | GoSystem Tax RS Scalable cloud solution for large firms managing prior year tax returns with collaboration and archival features. | enterprise | 7.8/10 | 8.5/10 | 6.9/10 | 7.2/10 |
Provides downloadable desktop versions for preparing, amending, and e-filing prior year personal tax returns with extensive forms support.
Offers desktop and download editions specifically designed for prior year tax preparation and amendments with user-friendly guidance.
Delivers affordable desktop software for handling prior year returns, including state taxes and electronic filing options.
Professional-grade desktop software supporting prior year professional tax returns with advanced diagnostics and e-filing.
Enterprise-level tax preparation software with robust prior year support, automation, and integration for CPAs.
Comprehensive professional tax software offering prior year modules, unlimited e-filing, and strong customer support.
Cloud-enabled professional software for prior year tax prep with firm-wide workflow and compliance tools.
Integrated cloud platform for enterprise tax firms handling prior year returns with AI-driven insights and security.
Professional web-based and desktop tools for prior year tax preparation with competitive pricing and support.
Scalable cloud solution for large firms managing prior year tax returns with collaboration and archival features.
TurboTax Desktop
specializedProvides downloadable desktop versions for preparing, amending, and e-filing prior year personal tax returns with extensive forms support.
Seamless prior-year data import and full e-filing support for amended returns across multiple past tax years
TurboTax Desktop is a premier prior year tax software solution from Intuit, enabling users to prepare, e-file, or print amended and late returns for previous tax years like 2023, 2022, and earlier. It offers comprehensive coverage of federal and state forms, step-by-step guidance, and seamless import of prior data from previous TurboTax installations. Ideal for complex returns, it provides audit support and accuracy guarantees, making it a top choice for reliable prior year filings.
Pros
- Extensive support for all IRS forms, schedules, and state returns from prior years
- Easy import of prior TurboTax data and W-2/1099 forms for accuracy
- Live expert assistance and audit defense available
Cons
- Higher upfront cost compared to free or basic online alternatives
- Requires downloading and installing software on Windows/Mac
- No perpetual updates; must purchase specific year editions
Best For
Users handling complex prior year returns, amendments, or late filings who need robust form support and professional guidance.
Pricing
Prior year desktop editions range from $59 for Deluxe to $119 for Home & Business, with state add-ons ~$49 each; one-time purchase per year/version.
H&R Block Software
specializedOffers desktop and download editions specifically designed for prior year tax preparation and amendments with user-friendly guidance.
Tax Pro Review, allowing upload of your prior year return for expert analysis and amendments by H&R Block professionals
H&R Block Software provides a comprehensive prior year tax preparation solution for filing amended, late, or original returns from previous tax years via desktop downloads or online platforms. It supports a wide range of federal and state forms, including complex scenarios like itemized deductions, self-employment income, and credits such as the Earned Income Tax Credit. The software features step-by-step guidance, data import from prior years or TurboTax, and accuracy guarantees backed by professional support.
Pros
- Extensive support for prior year federal and state forms, including niche schedules
- Data import from TurboTax, PDF, or prior H&R Block returns for efficiency
- Access to live tax pros via Tax Pro Review for complex prior year issues
Cons
- Higher cost for premium editions with full support features
- Desktop version requires download and installation, less flexible than pure online tools
- Limited free tier; most prior year functionality behind paywall
Best For
Users filing complex or amended prior year returns who value professional guidance and robust form coverage.
Pricing
Desktop prior year editions range from $34.99 (Basic) to $84.99 (Premium & Business); online prior year filing starts at $35 with state add-ons extra.
TaxAct Desktop
specializedDelivers affordable desktop software for handling prior year returns, including state taxes and electronic filing options.
Dedicated downloadable editions for specific prior tax years, ensuring up-to-date forms without needing current-year software
TaxAct Desktop is a downloadable Windows-based tax preparation software from taxact.com, specifically designed for handling prior-year federal and state tax returns, including amendments via Form 1040X. It provides access to forms and schedules for multiple past tax years through dedicated prior-year editions, supporting e-filing where available and printing for mailing. The software uses a step-by-step Q&A interview to guide users through data entry, with options to import prior-year PDFs or data files for accuracy and efficiency.
Pros
- Highly affordable pricing for prior-year editions
- Comprehensive support for historical forms and schedules across multiple years
- Offline desktop functionality with reliable import tools for prior data
Cons
- Dated user interface compared to web-based competitors
- Limited customer support options, primarily email and FAQs
- Windows-only compatibility, no Mac version
Best For
Budget-conscious individuals or small business owners needing reliable, offline software for filing or amending prior-year taxes without ongoing subscriptions.
Pricing
Prior-year federal editions start at $39.99, with state add-ons at $39.99 each; bundles available for $59.99-$79.99 depending on the tax year.
ProSeries Tax
enterpriseProfessional-grade desktop software supporting prior year professional tax returns with advanced diagnostics and e-filing.
Prior year e-filing support for returns back to 2019 using current software versions without legacy installs
ProSeries Tax by Intuit is a desktop-based professional tax preparation software tailored for CPAs and tax pros handling complex federal, state, and local returns. It supports prior year return preparation and amendments, including e-filing for returns back to 2019 with updated forms and calculations. The software emphasizes accuracy through built-in diagnostics, data import from prior years, and integration with Intuit tools like Lacerte.
Pros
- Robust support for prior year e-filing and amendments with automatic form updates
- Strong error-checking and diagnostics for complex prior year scenarios
- Seamless data import and carryover from previous ProSeries installations
Cons
- Desktop-only installation limits remote access and mobility
- High subscription costs for full feature access and state modules
- Steeper learning curve compared to cloud-based alternatives
Best For
Established tax professionals managing moderate to high volumes of prior year amendments and complex returns.
Pricing
Annual subscriptions start at ~$449 for Basic edition; Professional editions range from $1,449 to $3,500+ with add-ons for states and payroll.
Lacerte Tax
enterpriseEnterprise-level tax preparation software with robust prior year support, automation, and integration for CPAs.
Prior Year E-file Module with automated form replication and IRS-approved transmission for multiple historical tax years
Lacerte Tax by Intuit is a professional-grade desktop tax preparation software designed for CPAs and tax firms, offering robust support for preparing and e-filing prior year tax returns across multiple years. It provides access to historical forms, schedules, and IRS-approved e-filing for amended or original prior year returns, with built-in diagnostics to ensure compliance. The software integrates seamlessly with Intuit's ecosystem for data import from prior years, making it efficient for complex professional workflows.
Pros
- Comprehensive library of prior year forms and schedules with IRS e-file support for up to 10+ years back
- Powerful diagnostics and error-checking tailored for historical returns
- Seamless integration with QuickBooks and prior client data import
Cons
- High cost may not suit small practices or solo preparers
- Steep learning curve for users new to professional tax software
- Desktop-only installation requires local updates and maintenance
Best For
Established tax professionals and firms handling high volumes of complex prior year returns for clients.
Pricing
Annual subscription starts at around $1,649 for 100 e-filed returns, scaling up with volume tiers.
Drake Tax
enterpriseComprehensive professional tax software offering prior year modules, unlimited e-filing, and strong customer support.
E-filing capability for federal returns back to 2009 and state returns to 2012, with full form accuracy guarantees
Drake Tax from drakesoftware.com is a professional-grade tax preparation software renowned for its robust support of prior year returns, enabling e-filing, amendments, and extensions for federal and state forms dating back to 2009. It offers seamless data import from prior Drake returns or competitors like TurboTax, making it efficient for handling back taxes. Ideal for tax pros, it combines comprehensive form libraries with strong customer support to streamline prior year processing.
Pros
- Extensive prior year e-filing support back to 2009 federally and most states
- Affordable pricing with unlimited companies and e-files in higher tiers
- Outstanding 24/7 customer support via phone, chat, and email
Cons
- Desktop-only interface feels somewhat dated compared to cloud rivals
- Steeper learning curve for users new to professional tax software
- Limited integrations with non-tax accounting tools
Best For
Tax professionals or firms managing high volumes of prior year amendments, extensions, and back tax filings for clients.
Pricing
Annual subscriptions start at $1,625 for 100 returns (unlimited prior years), scaling to $3,345+ for unlimited; volume discounts available.
UltraTax CS
enterpriseCloud-enabled professional software for prior year tax prep with firm-wide workflow and compliance tools.
Automated prior-year data migration and amendment e-filing with retroactive law change updates
UltraTax CS from Thomson Reuters is a robust professional tax preparation platform designed for handling prior year returns, amendments, and complex tax scenarios across federal, state, and local jurisdictions. It enables seamless data import from prior years, electronic filing of amendments for multiple prior tax years, and automated calculations adjusted for historical tax law changes. Ideal for tax pros needing reliable prior-year processing, it integrates with organizers, diagnostics, and practice management tools for efficient workflows.
Pros
- Comprehensive support for prior-year amendments and e-filing up to several years back
- Accurate diagnostics and error-checking tailored to historical tax rules
- Strong integration with Thomson Reuters ecosystem for data carryover
Cons
- Steep learning curve for new users due to dense interface
- High subscription costs limit accessibility for smaller firms
- Resource-intensive, requiring powerful hardware for optimal performance
Best For
Established tax professionals or firms managing high volumes of complex prior-year returns and amendments.
Pricing
Annual subscription-based pricing starts at around $3,500 per preparer, scaling with modules, states, and firm size; custom quotes required.
CCH Axcess Tax
enterpriseIntegrated cloud platform for enterprise tax firms handling prior year returns with AI-driven insights and security.
Integrated prior year data carryover and one-click amendment generation with historical rate libraries
CCH Axcess Tax from Wolters Kluwer is a cloud-based professional tax preparation platform tailored for accounting firms handling complex federal and state returns. It excels in prior year tax software capabilities, enabling seamless amendment processing, data import from prior returns, and access to historical forms and rates. The software integrates diagnostics, workflow management, and e-filing to ensure accuracy and compliance for amended or reconstructed returns.
Pros
- Extensive library of prior year forms and automated amendment tools
- Cloud-based access with strong integration to practice management systems
- Advanced diagnostics and error-checking for compliance
Cons
- Steep learning curve for new users
- High subscription costs for smaller firms
- Occasional performance lags during peak tax season
Best For
Mid-to-large accounting firms managing high volumes of complex prior year amendments and reconstructions.
Pricing
Custom enterprise pricing starting at $5,000+ annually per user, based on firm size, return volume, and modules selected.
TaxSlayer Pro
enterpriseProfessional web-based and desktop tools for prior year tax preparation with competitive pricing and support.
Seamless e-filing for prior year returns (up to 3 years) with multi-state support and built-in diagnostics
TaxSlayer Pro is professional tax preparation software tailored for tax pros, enabling the preparation and e-filing of current and prior year federal and state returns through a cloud-based platform. It includes tools for client management, diagnostics, error checking, and support for complex forms going back up to three prior years. This makes it a reliable option for handling amendments and late filings without needing desktop installations.
Pros
- Affordable tiered pricing ideal for small firms
- Cloud-based access for remote work and collaboration
- Reliable e-filing support for prior year returns up to 3 years back
Cons
- Fewer advanced features compared to top competitors like Drake or CCH
- Interface feels somewhat dated in places
- Limited third-party integrations
Best For
Small to mid-sized tax preparation firms needing cost-effective prior year filing and e-filing capabilities.
Pricing
Tiered plans start at ~$1,200/year for 100 federal returns, with add-ons for states (~$5-7/return) and higher volumes.
GoSystem Tax RS
enterpriseScalable cloud solution for large firms managing prior year tax returns with collaboration and archival features.
Relational database architecture that links and preserves data integrity across multiple tax years
GoSystem Tax RS from Thomson Reuters is an enterprise-level, web-based tax preparation software tailored for professional firms handling complex returns. It provides comprehensive support for prior year tax processing, including amendments, diagnostics, and e-filing for federal, state, and local returns. The platform leverages a relational database architecture to maintain data consistency across tax years, making it suitable for high-volume prior year work.
Pros
- Robust diagnostics and error-checking for prior year amendments
- Scalable relational database for multi-year data management
- Seamless integration with Thomson Reuters ecosystem
Cons
- Steep learning curve for new users
- High subscription costs for smaller firms
- Occasional web-based performance issues with large datasets
Best For
Mid-to-large CPA firms with high-volume prior year amendment and complex return needs.
Pricing
Custom enterprise pricing based on firm size and preparer count; typically $5,000+ annually per user or volume-based.
Conclusion
Evaluating prior year tax software reveals a strong top trio, with TurboTax Desktop leading due to its extensive form support and downloadable convenience, making it a top pick for many. H&R Block Software stands out for its user-friendly guidance, appealing to those prioritizing ease of use, while TaxAct Desktop impresses with affordability and comprehensive state filing options, offering a solid alternative for budget-conscious users. Each of these tools caters to diverse needs, ensuring a seamless experience for preparing and amending prior returns.
Don't miss out—grab TurboTax Desktop today and simplify your prior year tax preparation with a solution trusted by many.
Tools Reviewed
All tools were independently evaluated for this comparison
Referenced in the comparison table and product reviews above.