Tax Series

Paid#1 of 25 in Corporate Tax SoftwareTax Provision SoftwareTax SoftwareTax Compliance Software+1 more

Tax Series: A broad compliance and provision platform for multinational U.S. tax teams. Ranked #1 of 25 in Corporate Tax Software by our editors (9.4/10); pricing: Pricing on request; best for multinational U.S. corporate tax teams.

9.4/10★★★★★Editor score

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At a glance

• Editor score
  9.4 / 10
• Pricing
  Pricing on request
• Best for
  Multinational U.S. corporate tax teams
• Founded
  2000 · Haworth, New Jersey, United States
• Facts checked
  20 Sep 2026

• Where it wins

  • Covers U.S. federal, state, and international compliance
  • Combines provision, BEPS reporting, workflows, and entity management
  • Imports general-ledger and financial-system data through web and API access

• Where it doesn't

  • Designed for medium-sized and large multinational companies
  • Licensing requires a contact-sales process
  • Its broad scope may exceed the needs of smaller domestic tax teams

Our verdict on Tax Series

Tax Series is a web-based corporate income tax platform from Tax Technologies, Inc. for medium-sized and large multinational companies. It brings U.S. federal corporate tax compliance, state return preparation, multi-jurisdiction calculations, international Forms 5471, 8865, and 8858, global tax provision under U.S. GAAP and IFRS, and BEPS country-by-country reporting into one environment. The platform also supports legal entity data management, tax calendars, document management, automated form preparation, and shared data across modules. Its strongest fit is a corporate tax function managing complex compliance and reporting across U.S. and international entities.

Breadth is the main reason to consider Tax Series. Data collection includes preparer, reviewer, and approver workflows, while multi-year calculations and amended-return support address ongoing filing work. The platform supports U.S. federal and state e-file, prior-year imports, bookkeeping imports, and financial-system, general-ledger, ERP-system, and web-service connections. Web and API access support integration-oriented operating models, and the vendor offers implementation and a proof-of-concept process before licensing. These capabilities make the product more relevant to teams that need connected compliance, provision, planning, and reporting processes than to teams seeking a narrow return-preparation tool.

The tradeoff is fit and buying complexity. Tax Series is positioned around U.S. corporate taxpayers and multinational corporations, so its extensive scope may be more than a smaller business or domestic-only tax team needs. Licensing follows a contact-sales model, and the product is offered through web and API platforms rather than a lightweight, single-purpose workflow. Choose Tax Series if your organization needs multi-jurisdiction compliance, international forms, global provision, BEPS reporting, entity data, and controlled review workflows in one system. Teams with simpler filing requirements should consider a more narrowly focused corporate tax application.

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Tax Series pricing

Tax Series fact sheet

Tax Series integrations

Tax Series lists 4 integrations on its own site.

• general ledgers
• financial systems
• ERP systems
• web services

Alternatives to Tax Series

• ONESOURCE Income TaxA broad corporate tax system for complex federal, state, local, and international compliance.9.3
• GoSystem Tax RSA cloud platform for firms managing complex, high-volume corporate filings.9.2
• AlphataxA broad corporate tax system for UK groups with complex compliance workflows.9.1

See all Tax Series alternatives →

Tax Series vs the competition

• Tax Series vs ONESOURCE Income Tax
• Tax Series vs GoSystem Tax RS
• Tax Series vs Alphatax
• Tax Series vs Complete Tax Solutions
• CCTax Series vs CSC Corptax
• Tax Series vs ONESOURCE Tax Provision

Compare Tax Series with any tool side by side →

Featured on iTechGuides

Tax Series is listed in our Corporate Tax Software directory. Add the badge to your site — it links back to this page.

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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

Last updated 7 Oct 2026 · How we research and update