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Crosstie Tax In development
The filing engine, with workpapers included. The return is prepared from the workpaper and filed, with no export and no second system. The income tax returns are in development and can't be bought yet, with no date set for firms to use them.
Return types: the roadmap None available yet
What Crosstie Tax is being built to prepare and file, by stage. None of these can be prepared or filed in Crosstie today.
The order: federal returns first, then state returns, then local income taxes. The first states are Pennsylvania, New Jersey, Kansas, Utah, Louisiana and Oklahoma, in beta testing Q1 2027 alongside the federal returns. State coverage starts with individual returns and widens; Pennsylvania is the first state for fiduciary returns. No date is set for the remaining states or for local income taxes.
From January 1, 2027 First filings
Forms 5500-EZ and 5500-SF go live for firms on January 1, 2027, free, subject to EFAST2 certification. Crosstie 5500 →
- Form 5500-EZFrom January 1, 2027
- Form 5500-SFFrom January 1, 2027
Beta testing · Q1 2027 Being built now
Forms 1040, 1120, 1065, 1120-S and 1041 are being built now and go into beta testing in the first quarter of 2027. Beta testing means Crosstie’s own team preparing a small number of real returns in it before any firm can use it. It isn’t a release date: these returns won’t be available to firms then.
- Form 1040Beta · Q1 2027
- Form 1120Beta · Q1 2027
- Form 1065Beta · Q1 2027
- Form 1120-SBeta · Q1 2027
- Form 1041Beta · Q1 2027
Planned · Q4 2027 Specialty filings
Planned for late 2027 — the fourth quarter — once the returns above are complete. These are development targets, not availability dates: none of these can be prepared or filed in Crosstie today.
- Specialty 1120 filingsPlanned · Q4 2027
- Form 1120-C
- Form 1120-F
- Form 1120-H
- Form 1120-L
- Form 1120-ND
- Form 1120-PC
- Form 1120-POL
- Form 1120-REIT
- Form 1120-RIC
- Form 1120-SF
- International information returnsPlanned · Q4 2027
- Form 5471
- Form 8858
- Form 990Planned · Q4 2027
- Form 990-EZPlanned · Q4 2027
- Form 709Planned · Q4 2027
- Form 1120-IC-DISCPlanned · Q4 2027
- Form 5500Planned · Q4 2027
- Other specialty filingsFurther specialty returns, added over timePlanned · Q4 2027
Each return type is built together with the supporting forms and schedules it needs, and the range of forms widens over time.
Work on the return itself
- On the form, not a questionnaire. You prepare on a replica of the IRS form, line by line, the way returns are reviewed.
- Every line says how it got there: keyed by hand, calculated, carried from another form or the workpaper, or overridden.
- Overrides keep the calculated figure, with who changed it, when and why, so an override can be undone.
- The return comes from the workpaper, so figures aren't keyed twice and can't drift apart.
It’s interactive: change line 2a or 4b, open Diagnostics, tick a line, switch to New York.
State returns: in development
Auto-save on· all changes saved 10:42:08
Calculated 10:41:52
Opens the workpaper in its own window, to sit on a second monitor beside the return. Figures still carry across as you work.
1 override
Marked DRAFT on every page until the return is filed.
E-file waits for
✓ Preparer sign-off · M. Chen
✕ Reviewer sign-off
✕ Form 8879 · sent February 26, not yet signed
Keyed by handCalculatedCarried from another form or the workpaper · lockedOverridden · keeps the calculated figure8 of 30 lines confirmed
Form1040
Department of the Treasury—Internal Revenue ServiceU.S. Individual Income Tax Return
2025
OMB No. 1545-0074
Your first name and middle initialWalter J.
Last nameHarlan
Your social security numberXXX-XX-6620
If joint return, spouse’s first name and middle initialJune M.
Last nameHarlan
Spouse’s social security numberXXX-XX-3184
Filing Status Single Married filing jointly (even if only one had income) Married filing separately (MFS) Head of household (HOH) Qualifying surviving spouse (QSS)
▸ Home address · Presidential Election Campaign · Digital Assets: not answered · Dependents: none
IncomeAttach Form(s) W-2 here. Also attach Forms W-2G and 1099-R if tax was withheld. If you did not get a Form W-2, see instructions.Attach Sch. B if required.
1aTotal amount from Form(s) W-2, box 1 (see instructions)1a38,400
bHousehold employee wages not reported on Form(s) W-21b
cTip income not reported on line 1a (see instructions)1c
dMedicaid waiver payments not reported on Form(s) W-2 (see instructions)1d
eTaxable dependent care benefits from Form 2441, line 261e
fEmployer-provided adoption benefits from Form 8839, line 311f
gWages from Form 8919, line 61g
hOther earned income (see instructions). Enter type and amount: 1h
iNontaxable combat pay election (see instructions)1i
zAdd lines 1a through 1h1z38,400
2aTax-exempt interest2ab Taxable interest2b1,218
3aQualified dividends3a2,904b Ordinary dividends3b3,611
cCheck if your child’s dividends are included in 1 Line 3a 2 Line 3b
4aIRA distributions4a12,000b Taxable amount4b
cCheck if (see instructions)1 Rollover 2 QCD 3
5aPensions and annuities5a21,600b Taxable amount5b21,600
cCheck if (see instructions)1 Rollover 2 PSO 3
6aSocial security benefits6a34,800b Taxable amount6b29,580
cIf you elect to use the lump-sum election method, check here (see instructions)
dIf you are married filing separately and lived apart from your spouse the entire year (see inst.), check here
7aCapital gain or (loss). Attach Schedule D if required7a1,450
bCheck if: Schedule D not required Includes child’s capital gain or (loss)
8Additional income from Schedule 1, line 108
9Add lines 1z, 2b, 3b, 4b, 5b, 6b, 7a, and 8. This is your total income9103,359
10Adjustments to income from Schedule 1, line 2610
11aSubtract line 10 from line 9. This is your adjusted gross income11a103,359
Tax and CreditsStandard deduction for— Married filing jointly or Qualifying surviving spouse, $31,500
11bAmount from line 11a (adjusted gross income)11b103,359
12aSomeone can claim You as a dependent Your spouse as a dependent
b Spouse itemizes on a separate return c You were a dual-status alien
dYou: Were born before January 2, 1961 Are blind
Spouse: Was born before January 2, 1961 Is blind
eStandard deduction or itemized deductions (from Schedule A)12e34,700
13aQualified business income deduction from Form 8995 or Form 8995-A13a
bAdditional deductions from Schedule 1-A, line 3813b12,000
14Add lines 12e, 13a, and 13b1446,700
15Subtract line 14 from line 11b. If zero or less, enter -0-. This is your taxable income1556,659
16Tax (see instructions). Check if any from Form(s): 1 8814 2 4972 3 165,802
17Amount from Schedule 2, line 317
18Add lines 16 and 17185,802
19Child tax credit or credit for other dependents from Schedule 881219
20Amount from Schedule 3, line 820
21Add lines 19 and 2021
22Subtract line 21 from line 18. If zero or less, enter -0-225,802
23Other taxes, including self-employment tax, from Schedule 2, line 2123
24Add lines 22 and 23. This is your total tax245,802
Payments
25Federal income tax withheld from:
aForm(s) W-225a3,300
bForm(s) 109925b3,360
cOther forms (see instructions)25c
dAdd lines 25a through 25c25d6,660
262025 estimated tax payments and amount applied from 2024 return26
27aEarned income credit (EIC)27a
28Additional child tax credit (ACTC) from Schedule 881228
29American opportunity credit from Form 8863, line 829
30Refundable adoption credit from Form 8839, line 1330
31Amount from Schedule 3, line 1531
32Add lines 27a, 28, 29, 30, and 31. These are your total other payments and refundable credits32
33Add lines 25d, 26, and 32. These are your total payments336,660
Refund
34If line 33 is more than line 24, subtract line 24 from line 33. This is the amount you overpaid34858
35aAmount of line 34 you want refunded to you. If Form 8888 is attached, check here 35a858
36Amount of line 34 you want applied to your 2026 estimated tax36
Amount You Owe
37Subtract line 33 from line 24. This is the amount you owe37
38Estimated tax penalty (see instructions)38
For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions.Form 1040 (2025)
Best on a computer or iPad. The preview of Crosstie Tax is interactive and built for a larger screen: open this page on one to try it. It’s a design mockup with fictional clients and figures, and Crosstie Tax is in development.
State returns, beside the federal one In development
State returns come after the federal returns, and no date is set. When they're built, each state sits beside the federal return with its own diagnostics and its own e-file gate, so a clear federal return can still have a blocked state, or the other way round.
Pennsylvania · PA-40Resident return · Walter & June Harlan · 2025 · fictional
In developmentDiagnostics 012
- WarningRetirement incomePennsylvania generally doesn’t tax pension and IRA distributions received after retirement. Confirm Walter’s retirement status.
- InformationalA different starting pointPA-40 doesn’t start from federal AGI. Each class of income is carried from the same documents.
- InformationalResident creditTax paid to New York would carry to Schedule G-L once IT-203 is complete.
E-file waits for
- ✓ No blocking diagnostics
- ✕ Reviewer sign-off
- ✕ Taxpayer signature
From the federal return
- Compensation, interest, dividends and net gainsfrom the same W-2s, 1099s and 1099-B as Form 1040
- Pension, IRA and Social Securitynot taxed by Pennsylvania after retirement, to confirm
New York · IT-203Nonresident return · Walter & June Harlan · 2025 · fictional
In developmentDiagnostics 100
- BlockingNew York wages not allocatedThe Lakeshore Library Foundation W-2 reports New York wages in box 16 (7,150). IT-203 needs the New York share, from days worked in New York.
E-file waits for
- ✕ 1 blocking diagnostic
- ✕ Reviewer sign-off
- ✕ Taxpayer signature
From the federal return
- Federal amount columnfrom Form 1040: AGI 103,359
- New York State amount columnNew York-source income only