I am a long-time user of QuickTax, but I’ve always used the desktop version. From a recent entry on Ellen Roseman’s blog, I learned that the online version of QuickTax does not give direct access to the tax forms; you must use the interview method. The desktop version gives access to both forms and the interview process.
I find the “easy step” interview process quite convenient to use, but I’ve never been able to use it exclusively. I’ve always had to go directly to the tax forms to enter data the interview process missed or to check that I did things correctly or optimally. It may be that I don’t quite use the interview process correctly, but the reason why certain things get missed doesn’t matter. The end result is that I need access to the forms.
I’m interested in the experience of other users now that we’re through tax season. Are you able to use the interview process exclusively or do you need to access the forms? Not having the forms accessible is a show-stopper for me, but perhaps my needs are atypical.