Welcome to the SuperForm Tax Forms Installation Page
Note: In order to ensure a seamless transition from one tax year to the next, we are changing the location where your saved documents will be stored. Documents created with the current version of the program will now be stored in the Documents folder. In the past, if you accepted the default path during installation, a folder indicating the year of the program was created to store your forms. If you would like to continue to store your forms by year, you can rename the Documents folder to the current year (e.g., 2013).
Installation Instructions
1. To Install SuperForm, download the installer.
Download the installer »
2. Select Run to install the product.
3. Follow the on-screen instructions.
4. Enter your 16-character Identification Code, which appears in the Product Fulfillment email you received. To copy and paste the code, copy the number from the email and simply put the cursor in the first box and paste. The code will be placed in the four boxes in the correct format.
5. A SuperForm launch icon will appear on your desktop – you can now launch the product from that icon or the Start menu as long as your computer has access to the internet.
If directed by customer support:
Download SuperForm alternate installer »
If you are installing SuperForm on multiple computers, please log out from each computer before downloading from the next computer.
Log out of Download Page »
Technical Support
Hours: Monday – Friday
9:00 am – 5:00 pm ET
Phone: 800.541.7197
Fax: 315.437.8244
Email: tech@stf.com
Extended Hours
(January 2 – April 15)
Monday – Friday
8:00 am – 6:00 pm ET
Saturday 10:00 am – 2:00 pm ET
Billing and Account Questions
Hours: Monday – Friday
8:00 am – 8:00 pm ET
(excluding most federal holidays)
Phone: 800.372.1033
Fax: 800.253.0322
Our Approach to AI
We’re committed to innovation
Bloomberg Tax has been at the forefront of innovation and tax information delivery since 1929 – providing fast access to news, expert insights, and tools that help tax professionals turn knowledge into action.
We believe in serving our customers with unparalleled industry expertise alongside state-of-the-art technology. Our business is built on technology that makes our vast collection of tax information searchable, discoverable, and actionable.
With more than a decade of experience in applying AI to tax information and workflows, we continue to develop new ways for our customers to make data-driven decisions while saving time and resources.
AI overview for Bloomberg Tax
As a leading content and technology service provider to the tax industry, Bloomberg Tax continues to create smarter, more focused AI-enhanced applications for our customers. This includes increasing the relevancy of results in searches, surfacing deep insights from analysis of millions of documents, serving up-to-the-minute news, generating answers, and providing document drafting support.
As there continues to be an exponential increase in tax information, sophisticated AI techniques help us deliver the most important insights you need.
Our success in building AI-enhanced solutions is due to our dedication in four key areas:
- Expertise and accuracy
- Customer-centric approach
- Transparency you can trust
- Differentiated content
Expertise and accuracy
As an affiliate of Bloomberg L.P., we have access to deep professional experience in the field of AI. Bloomberg Industry Group utilizes hundreds of AI researchers and engineers who are constantly exploring state-of-the-art AI tools and technologies to determine how to apply them in the tax domain.
In addition to building and deploying AI models in the company’s solutions, these researchers and engineers also publish multiple research papers each year, putting us at the forefront of AI research and the deployment of AI solutions. As a result of this work, and with the emergence and proliferation of generative AI, we are uniquely positioned to understand both its power and limitations, so we can build safeguards that foster accuracy in our AI models.
In fact, many of our engineers have worked on Bloomberg Tax for over a decade, developing deep domain expertise. Their understanding of the tax domain enables them to understand our customers’ problems and apply the appropriate technology to solving them.
For our customers, two realities are often in conflict: accuracy is essential, but much of their decision-making is based on interpretations of nuanced laws, regulations, codes, opinions, and more.
Our approach to ensuring accuracy in our generative AI tools is equally thorough. We know generative AI can be inconsistent – hallucinations, inaccuracies, and lack of context are all things we work to avoid and correct in our generative AI offerings.
We utilize the industry-standard retrieval-augmented generation (RAG) framework, as well as our proprietary guardrail service that leverages our foundational technology, deep legal domain expertise, and content to ensure an AI-generated content is grounded in our original content or primary source materials, not the internet at large.
We also have an extensive benchmarking process and system. With the help of tax professionals, we evaluate the accuracy of our generative AI at all phases – from development and early internal testing to the beta environment and customer testing, and onward throughout the life of the product. With these guardrails in place, we’re able to continuously tune and fix the model to prevent it from drifting over time or answers becoming less accurate.
Customer-centric approach
It’s in our DNA to be obsessed with providing our customers with cutting-edge technology built on a foundation of trusted news and analysis that makes them more efficient, more effective, and more knowledgeable about the issues that matter most.
When we build AI-powered tools, our primary focus is whether they will actually solve our customers’ challenges. We understand that adopting new technologies and new workflows can be disruptive, costly, and time consuming. Our mission is to reduce friction and create a natural, incremental transition to using AI.
Rather than developing technology that will upend a customer’s entire workflow or create the end work product, we have taken a building-block approach that focuses on addressing one specific task at a time and seamlessly integrating into existing processes. Collectively, these efficiencies add up to a user-empowered workstream with a low barrier to entry.
We want our AI to make your job easier – not do it for you.
One example of this is Bloomberg Tax’s AI Lab, where we develop new AI tools through partnerships with our customers. This allows real users to provide feedback and have direct input on what challenges we address, which solutions we build and how they function, and the degree to which they interact with AI in our product.
When interacting with our generative AI experiments, customers can provide immediate feedback to help us fine tune our models, ensure accuracy, and fit within their desired workflow.
As always, Bloomberg Tax will continue to collaborate with our customers and empower them to drive the direction of our product development to best serve their needs.
Transparency you can trust
At Bloomberg Tax, we believe that transparency is the key ingredient to building trust in our AI.
We are committed to providing our customers with clear documentation of:
- Where and when our products employ generative AI
- The sources used by our AI
- The benchmarking and validation process for our AI
Throughout our history of employing AI in our products, we have never left a user guessing about where information is coming from. For example, our tools that have traditional used machine learning to suggest related content will indicate why that content is being suggested. Likewise, when generative AI provides an answer or suggests text, it includes links to source material and/or an explanation of why it returned that result.
While we understand the power of generative AI, we also recognize its limitations. AI-generated responses are never 100% trustworthy and pose the risk of hallucinations. We do our best to mitigate these risks by beta testing all generative AI tools before releasing them. In addition, our AI doesn’t generate answers on its own – it also looks through our large collection of carefully vetted information to enhance the accuracy and reliability of the responses it provides. In fact, Bloomberg Tax Answers will abstain from answering when there is no available content covering the topic in question or when the search query is outside the tax scope.
Our brains and expertise are still needed as part of the equation, so we advise all our customers to validate the responses with primary sources and to use their best judgment.
Differentiated content
Bloomberg Tax’s cutting-edge AI technology is built on a foundation of:
- Comprehensive primary and secondary sources
- Award-winning unbiased news
- Expert analysis
- Time-saving workflow tools
This trove of authoritative content is constantly expanding, including our database of 500,000+ agency guidance or determination documents and our collection of 33,000+ practitioner-written Tax Management Portfolios that grows to cover new issues as they arise.
Our large language models are training on this specialized content, and every answer they provide is sourced from expert-vetted materials. AI is also applied to this massive collection of information to improve discoverability and allow users to find precisely what they’re looking for in less time.
AI in our products
The use of AI makes our content more discoverable, delivers answers and insights to our customers, and unlocks connections across millions of documents to lead users to useful information they might not have considered or found otherwise.
Bloomberg Tax provides access to information and analytics on various content sets, including:
- 5 million codified statutes
- 8 million tax regulations
- 500,000 agency guidance documents or determinations
- 33,000 in-depth Tax Management Portfolios
- 23,000 tax treaties
To make this mountain of information useful, Bloomberg Tax is enhanced by several AI applications that help customers maximize efficiency and uncover important, actionable insights.
We leverage AI – including machine learning (ML), natural language processing (NLP), information retrieval (IR), recommendation systems, and large language models (LLM) – to help process and organize the ever-increasing volume of information needed to work more quickly and efficiently.
Bloomberg Tax uses AI in four areas:
- Extraction
- Search
- Summarization
- Syntax generation
Extraction
Machine learning and natural language processing algorithms are used to read various documents – including statutes, regulations, Portfolios, and guidance – and extract semantic meaning from them. Extracting and normalizing such information with accuracy and low latency requires training, fine-tuning, and then optimizing for speed.
AI is essential to the collection of information that impacts our customers’ tax planning, compliance, and provision activities.
For example, we constantly monitor more than 2,000 state tax department websites across the U.S. to collect, normalize, analyze, and summarize tax developments to help users make informed decisions on their tax strategies.
Search
With the help of AI, you can find the information you need within the wide variety of news, analysis, and additional primary and secondary sources that Bloomberg Tax provides. AI enables us to deliver a comprehensive search experience for the entire platform, allowing you to easily discover what is particularly relevant to you.
Users can simply type phrases or ask questions in natural language to search across all resources. Our AI also supports the use of traditional Boolean search structure, as we know a portion of our users prefer it. Search results will provide the information you want or point you to resources where you can do deeper research to find the answer.
Summarization
To help speed up your tax research, Bloomberg Tax’s AI condenses the most important information into short, easy-to-absorb answers. This approach enables you to quickly understand key themes and points within a large volume of documents or instantly identify applicable tax rules without having to search manually.
For example, Bloomberg Tax generates a response or summary to your question or keyword utilizing primary and secondary source documents. The feature also provides citations and links to supporting authorities and source documents that were used when generating the answer.
This feature is also accessible within Bloomberg Tax Workpapers, allowing users to source tax rates, citation descriptions, and simplified summaries of complex content without having to switch to the research product.
Syntax generation
Our AI Expression Generator is a feature within Bloomberg Tax Workpapers that enables users to use plain English to describe their data transformation needs and generate usable syntax for the filter or formula blocks.
For example, a user can describe a desired formula as “take the lesser of amount and total” and our AI will provide the working formula to manipulate the data in Bloomberg Tax Workpapers.
Post-Chevron Landscape Takes Shape
The reversal of the Chevron doctrine is poised to significantly increase challenges to rulemaking across various policy areas, including energy, health care, and tax.
The tax effect of the doctrine, known as Chevron deference, is a complex issue as its interpretation and application, determination of judicial deference in tax cases, continue to be a subject of debate and legal analysis.
Our latest OnPoint examines the June 28 ruling in Loper Bright Enterprises v. Raimondo, detailing:
- Impacts of the new ruling
- Potential effects on agency rules
- Lawmaker and industry group responses
Download your copy to gain valuable insights into the potential consequences of the Chevron doctrine reversal.
Bloomberg Tax & Accounting Introduces AI Expression Generator and Enhanced Integrations for Workpapers
Arlington, VA — Today Bloomberg Tax & Accounting announced new enhancements to Bloomberg Tax Workpapers, including an innovative AI formula generator and additional integrations with Bloomberg Tax’s Fixed Assets and Tax Provision solutions. These advancements continue Bloomberg Tax & Accounting’s commitment to integrating and streamlining corporate tax workflows across its suite of solutions.
The new AI Expression Generator within Bloomberg Tax Workpapers enables users to input their requirements in natural language and receive an AI-generated formula output. This tool leverages AI automation to address common challenges in the review and maintenance of workpapers, such as mitigating the risk of manual formula errors or uncertainty around which function to use to accomplish a data transformation task. It also enables users of varying tax technology backgrounds to utilize the tool with ease.
Additionally, Bloomberg Tax & Accounting has strengthened integration between Bloomberg Tax Workpapers and other key solutions. The direct data export feature to Bloomberg Tax Provision eliminates the need for separate data upload, enhancing efficiency and reducing errors in tax provision computations.
The integration of Workpapers with Bloomberg Tax Fixed Assets offers a self-service option for users to automate their asset import and export processes, providing seamless data management and improved accuracy. For example, users can set up a workflow to automate their reconciliation tasks or feed depreciation values directly into a workpaper for other tax calculations. This type of automation delivers time-savings and an audit trail to enable tax professionals to focus on higher-value activities.
“By continuously enhancing Bloomberg Tax Workpapers and creating more integration points with our other solutions, we are addressing key pain points in corporate tax workflows,” said Lisa Fitzpatrick, president of Bloomberg Tax & Accounting. “The AI formula generator and our robust integrations are pivotal in our mission to simplify and automate complex processes and ensure calculation accuracy for critical tax deliverables.”
These updates are part of Bloomberg Tax & Accounting’s ongoing efforts to innovate and provide comprehensive, integrated solutions that streamline tax professionals’ workflows and make them more efficient and effective.
For more information and to schedule a demo, visit https://aboutbtax.com/beTT.
About Bloomberg Tax & Accounting
Bloomberg Tax & Accounting provides practitioner-driven research and technology solutions that deliver timely, strategic insights to enable smarter decisions. From our unparalleled Tax Management Portfolios to technology designed to streamline the most complex planning and compliance scenarios, we deliver essential news and analysis, practical perspectives, and software that help tax and accounting professionals around the globe mitigate risk and maximize business results. For more information, visit Bloomberg Tax.
Media Contact
If you are a member of the media, send us an email and we will be in touch with you shortly.
GILTI Fundamentals and Calculations
There is increasing attention on the U.S.’s Global Intangible Low-Taxed Income (GILTI) tax and its interaction with new minimum tax rates taking effect around the world under the international Pillar Two initiative. GILTI is currently being reviewed in detail by tax authorities who are looking at how the U.S. might align it with the international Pillar Two initiative.
This attention highlights the importance of understanding GILTI calculations, which apply to U.S.-based companies with foreign corporations. While the Pillar Two minimum income taxes are targeted at reaching a minimum 15% net income effective rate, and apply country-by-country, the GILTI rules have a different effective rate, and the core calculations work differently.
This OnPoint discusses:
- A comparison of the U.S. GILTI rules, and the international Pillar Two minimum taxes;
- The fundamentals that apply to GILTI calculations; and,
- Options that are available to help address overlapping taxes.
Download your complimentary copy now.
Estate and Gift Tax Planner Product
Estate and Gift Tax Planner Product Download Page
Click on the link in the Software Download section to run the installation and follow the wizard. Follow the instructions in the installation guide for further details on single user and network installations.
Questions?
Go to our help center and submit your issue or call 800.424.2938 Monday – Friday, 9:00 am to 7:00 pm ET.
Software Download
Estate & Gift Tax Planner Version 2023.1.0 » (117 KB)
Older Versions
Estate & Gift Tax Planner Version 2022.1.0
Estate & Gift Tax Planner Version 2021.1.0 (116.95 MB)
Estate and Gift Tax 706
Estate and Gift Tax 706 Preparer Product Download Page
Click on the link in the Software Download section to run the installation and follow the wizard. Follow the instructions in the installation guide for further details on single user and network installations.
Questions?
Go to our help center and submit your issue or call 800.424.2938 Monday – Friday, 9:00 am to 7:00 pm ET.
Software Download
Estate & Gift Tax 706 Preparer Version 2023.1 » (27.1 MB)
Documentation
706 Preparer Installation Guide
Older Versions
Please note that prior versions of the Estate and Gift Tax 706 Preparer and the Estate and Gift Tax 709 Preparer (pre-2010) may not operate under current versions of the Windows operating system since these products were developed for use on older versions of Windows. We provide prior versions of these products to current customers on a case-by-case basis and reserve the right to decline any requests. Bloomberg Tax assumes no liability and disclaims all warranties for any issues relating to compatibility of older versions.
Estate & Gift Tax 706 Preparer Version 2022.1 » (37.6MB)
Estate & Gift Tax 706 Preparer Version 2021.1 » (37.6MB)
Estate & Gift Tax 706 Preparer Version 2020.0 » (36.6 MB)
Estate & Gift Tax 706 Preparer Version 2019.1 » (35.9 MB)
Estate & Gift Tax 706 Preparer Version 2018.1 » (36.8 MB)
Estate & Gift Tax 706 Preparer Version 2018.2 » (19.2 MB)
Estate & Gift Tax 706 Preparer Version 2017.1 » (37.7 MB)
Estate & Gift Tax 706 Preparer Version 2016.1 » (38.3 MB)
Estate & Gift Tax 706 Preparer Version 2015.3 » (37.3 MB)
Estate & Gift Tax 706 Preparer Version 2014.1 » (39.1 MB)
Estate & Gift Tax 706 Preparer Version 2013.1 » (34.9 MB)
Estate & Gift Tax 706 Preparer Version 2012.1.0.31 » (25.3 MB)
Estate & Gift Tax 706 Preparer Version 2011.1 » (23.3 MB)
Estate & Gift Tax 706 Preparer Version 2010.1.0.8 » (22.9 MB)
Estate & Gift Tax 706 Preparer Version 2009.3 » (21.4 MB)
Estate & Gift Tax 706 Preparer Version 2009.1 » (20 MB)
Estate & Gift Tax 706 Preparer Version 2008.1 » (17 MB)
Estate and Gift Tax 709
Estate and Gift Tax 709 Preparer Product Download Page
Click on the link in the Software Download section to run the installation and follow the wizard. Follow the instructions in the installation guide for further details on single user and network installations.
Questions?
Go to our help center and submit your issue or call 800.424.2938 Monday – Friday, 9:00 am to 7:00 pm ET.
Software Download
Estate & Gift Tax 709 Preparer Version 2023.1 » (25.7 MB)
Documentation
709 Preparer Installation Guide
Download PDF »
Older Versions
Please note that prior versions of the Estate and Gift Tax 706 Preparer and the Estate and Gift Tax 709 Preparer (pre-2010) may not operate under current versions of the Windows operating system because these products were developed for use on older versions of Windows. We provide prior versions of these products to current customers on a case-by-case basis and reserve the right to decline any requests. Bloomberg Tax assumes no liability and disclaims all warranties for any issues relating to compatibility of older versions.
Estate & Gift Tax 709 Preparer Version 2022.1 » (40.6MB)
Estate & Gift Tax 709 Preparer Version 2021.1.1 » (40.6MB)
Estate & Gift Tax 709 Preparer Version 2021.1 » (40.6MB)
Estate & Gift Tax 709 Preparer Version 2020.1 » (43.1 MB)
Estate & Gift Tax 709 Preparer Version 2019.1 » (42.6 MB)
Estate & Gift Tax 709 Preparer Version 2018.1 » (42.7 MB)
Estate & Gift Tax 709 Preparer Version 2017.1 » (42.7 MB)
Estate & Gift Tax 709 Preparer Version 2016.1 » (42.7 MB)
Estate & Gift Tax 709 Preparer Version 2015.1 » (43.4MB)
Estate & Gift Tax 709 Preparer Version 2014.1 » 49.8 MB)
Estate & Gift Tax 709 Preparer Version 2013.1 » (29.4 MB)
Estate & Gift Tax 709 Preparer Version 2012.1 » (27.3 MB)
Estate & Gift Tax 709 Preparer Version 2011.1 » (43.7 MB)
Estate & Gift Tax 709 Preparer Version 2010.1 » (44 MB)
Estate & Gift Tax 709 Preparer Version 2009.1 » (53 MB)
Estate & Gift Tax 709 Preparer Version 2008.1 » (36.4 MB)
Estate & Gift Tax 709 Preparer Version 2007.2 » (27.7 MB)
2023/2024 Quick Tax Reference Guide
Bloomberg Tax is pleased to provide you with a digital version of our downloadable 2023/2024 Quick Tax Reference Guide, a practical resource to help you plan and comply in the upcoming year.
From a straightforward tax transaction to the most complex tax issues, you can rely on Bloomberg Tax for guidance you can reference, daily – breaking news, in-depth analysis, time-saving practice tools, practitioner insights into emerging trends, and access to a full array of primary source materials.
See how you can access the full power of the Bloomberg Tax platform as your tax reference guide on how to mitigate risk and seize opportunities for your company or your clients, contact your local Bloomberg Tax representative — call (800) 372-1033, or learn more about a Bloomberg Tax subscription.
Filing Dates | Standard Mileage Rates
Filing Deadlines for 2023 Tax / Information Returns
Standard Mileage Rates
Source: Notice 2024-08; Notice 2023-03; Code Section 217(k)
Corporate Tax Rate Schedule
Source: Code Section 11(b); Form 1120 Instructions
All taxable years beginning on or after Jan. 1, 2018
Individual Tax Rate Schedules
Married Individuals Filing Joint Returns and Qualifying Surviving Spouses
Source: Code Section 1(j); Rev. Proc. 2022-38; Source: Code Section 1(j); Rev. Proc. 2023-34
Heads of Households
Source: Code Section 1(j); Rev. Proc. 2022-38 — 2024 Source: Code Section 1(j); Rev. Proc. 2023-34
Unmarried Individuals (Other than Qualifying Surviving Spouses and Heads of Households)
Source: Code Section 1(j); Rev. Proc. 2022-38 — 2024 Source: Code Section 1(j); Rev. Proc. 2023-34
Married Individuals Filing Separate Returns
Source: Code Section 1(j); Rev. Proc. 2022-38 — 2024 Source: Code Section 1(j); Rev. Proc. 2023-34
Alternative Minimum Tax
Source: Rev. Proc. 2022-38; Rev. Proc. 2023-34
Standard Deductions | Personal Exemption
Standard Deduction
Source: Code Section 63(c); Rev. Proc. 2023-34; Rev. Proc. 2022-38
Personal Exemption
Source: Code Section 151(d); Rev. Proc. 2023-34; Rev. Proc. 2022-38
Deduction For Qualified Business Income From Pass-Through Entity
Source: Code Section 199A
Subject to certain limitations, for tax years 2018 through 2025, individuals, estates, and trusts may deduct up to 20% of qualified business income they receive from sole proprietorships and pass-through entities (such as partnerships, limited liability corporations, and S corporations) in which they own an interest. The remaining income (after the 20% deduction) is taxed at the individual’s, estate’s, or trust’s regular income tax rate.
First-Year Expensing Limits | Long-Term Capital Gains and Qualified Dividends
First-Year Expensing Limits
Source: Code Section 179(b); Rev. Proc. 2023-34; Rev. Proc. 2022-38
Long-Term Capital Gains and Qualified Dividends
2024: Source: Code Section 1(h), 1(j)(5); Rev. Proc. 2023-34 — 2023: Source: Code Section 1(h), 1(j)(5); Rev. Proc. 2022-38
Income Tax Rates for Estates and Trusts | Estate and Gift Taxes
Estates and Trusts Tax Rate Schedules
2024: Source: Code Section 1 (j); Rev. Proc. 2023-34 — 2023: Source: Code Section 1 (j); Rev. Proc. 2022-38
Estate and Gift Tax Rates for Decedents Dying and Gifts Made in 2023 and 2024
Source: Code Sections 2001(c), 2502(a)
Applicable Exclusion Amount for Estate and Gift Tax
Source: Code Section 2010(c)(3); Rev. Proc. 2023-34; Rev. Proc. 2022-38
Gift Tax Annual Exclusion
Source: Rev. Proc. 2023-34; Rev. Proc. 2022-38
ERISA and Tax Code Pension and Retirement Plan Limits
ERISA and Tax Code Pension and Retirement Plan Limits
Source: Notice 2023-75; Notice 2022-55
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Tax moves fast, but you can move faster
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Be the first to use new generative AI features
If you’ve used any of the Bloomberg Tax products, you’re not new to the power of innovation. Now, the ceiling for what’s possible is far higher, and the product roadmap in front of us will continue to deliver revolutionary features. So, if you love tax intelligence and efficiency as much as we do, you’ll want to get your hands on them ASAP.
Responsible innovation
Exploring new technology is not new to us. Bloomberg Tax leads the tax industry with advancements in innovation. So, we understand our responsibility to build these advanced innovations with careful consideration and thorough testing.
That’s precisely why we have programs like the AI Lab. It enables us to leverage user feedback that informs improvements and delivers a smoother experience as features become a permanent part of Bloomberg Tax.
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Insights
Request a demo
Bloomberg Tax simplifies the entire tax process with technology that automates tedious work, minimizes risk, and puts you in the best tax position possible.
Complete the form and a representative will contact you to schedule a demo. The demo will provide an overview of our latest features and an inside look into our platform.
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Social Security and Self-Employment Tax Limits | Alternative Minimum Tax
Social Security and Self-Employment Tax Limits
Source: SSA Notice, 88 Fed. Reg. 72,803 (Oct. 23, 2023); SSA Notice, 87 Fed. Reg. 64,296 (Oct. 24, 2022)