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Plan Illustration Software [Download]

Publisher: AICPA
Availability: Online Access
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Description

The special CPA edition – updated to reflect the current 2005 contribution and distribution rates – includes the QP-SEP Illustrator™ software and the SIMPLE Illustrator® downloadable software.

QP-SEP Illustrator automatically calculates:

  • net earned income, 
  • self-employment tax, 
  • integration spreads, 
  • actual deferral percentage (ADP), 
  • top-heaviness, 
  • limitations on contributions and their deductibility

Ineligible owner and guaranteed payment partner situations can also be handled. Client illustrations can be printed, saved, and recalled for future reference.

SIMPLE Illustrator automatically determines, applies, and illustrates maximum contributions, salary reductions, matching, or nonelective contributions. Each illustration contains either two or three side-by-side comparisons from which an employer can choose. In addition:

  • Deductible limits and limitations on annual additions under Internal Revenue Code Sections 404, 408, and 415 are automatically taken into account when applicable. 
  • Salary reduction amounts can be maximized for each employee – entered as a dollar amount or as a percentage of each participant's compensation.

The program is highly functional and practically does all the work for you!

Note: This product is an electronic download file that will be accessible immediately after completing your purchase. Access to this file expires 90 days from purchase date. The file you will be accessing is a "self-extracting" executable file containing 6 separate files:

  • Read_Me (in Word and PDF formats) – install instructions
  • Instructions QPS (PDF) – usage instructions for QP-SEP Illustrator
  • QPSEP_05 (Zip file)
  • Instructions SIM (PDF) – usage instructions for Simple Illustrator
  • SIMPLE_05 (Zip file)

Be sure to choose Run (or Open) when accessing this product from the My Downloads page. By choosing Run (or Open), the folder will be expanded and saved to a designated location on your hard drive.

Please note this product purchase is non-refundable. For more information about this product or service concerns, please contact the AICPA Service Center at service@aicpa.org or call 888-777-7077.

 

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Subscription Info

On-Demand
Product# 017246SOFT
Availability:Online Access
Regular:$187.50
AICPA Member:$150.00
Your Price:$187.50
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