---
title: Bloomberg Tax Research Reviews
meta_title: 'Bloomberg Tax Research Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 12 reviews by the users' company size, role or industry to
  find out how Bloomberg Tax Research works for a business like yours.
aggregate_rating:
  rating_value: 4.2
  review_count: 12
  scale: '5'
date_modified: '2026-08-07'
parent_category:
  name: Tax Software
  url: https://www.g2.com/categories/tax-software
---


# Bloomberg Tax Research Reviews
**Vendor:** Bloomberg Industry Group  
**Category:** [Corporate Tax Software](https://www.g2.com/categories/corporate-tax)  
**Average Rating:** 4.2/5.0  
**Total Reviews:** 12
## About Bloomberg Tax Research
Bloomberg Income Tax Planner is a tax planning software solution that manages time, accuracy and more while streamlining the tax planning process and managing your clients' tax burden





## Bloomberg Tax Research Discussions
  - [What is Bloomberg Income Tax Planner used for?](https://www.g2.com/discussions/what-is-bloomberg-income-tax-planner-used-for)
  - [which other software can be integrated with Bloomberg Income tax planner, Please advise](https://www.g2.com/discussions/which-other-software-can-be-integrated-with-bloomberg-income-tax-planner-please-advise) - 1 upvote

- [View Bloomberg Tax Research pricing details and edition comparison](https://www.g2.com/products/bloomberg-tax-research/reviews?page=2&section=pricing&secure%5Bexpires_at%5D=2026-08-13+04%3A11%3A56+-0500&secure%5Bsession_id%5D=db8c73af-6744-4544-b628-6ccbcc045603&secure%5Btoken%5D=291df3590325e059db6f0982efee3e378d2b8ae09880967092d97073938ab347&format=llm_user)

## Bloomberg Tax Research Features
**Tax Planning**
- Strategies
- Exemptions
- Credits
- Estimations

**Tax Filing**
- Calculations
- Rules & Regulations
- Ad hoc Reporting
- Historical Reporting
- K-1 Reporting

**Workflows**
- Integrations
- Importing
- Accounting Integration

**Additional Functionality**
- Tax Compliance
- Generative AI
- SSL Security
- Workflow Management
- Accounting
- Multiple User Accounts
- Audit Trail
- Tax Filing
- Client Management
- Activity Dashboard
- AI Copilot
- Electronic Filing
- Tax Planning
- Corporate/Business
- Dashboard Creation
- Multiple Data Sources
- Compliance Management
- Data Import/Export
- Sales Tax Management
- Client Portal
- Deadline Management
- Customizable Templates
- Status Tracking
- Exception Notification
- Audit Management
- Customer Accounts
- For Nonprofits
- Data Storage Management
- Document Management
- Electronic Submission
- Email Reminders
- Alerts/Notifications
- Data Visualization
- Reporting & Statistics
- Access Controls/Permissions
- Payroll & Employer Forms
- Tax Forms
- Reminders
- Activity Tracking
- Financial Analysis
- Data Verification
- Bank Reconciliation
- Mobile Access
- Payroll Management
- Multi-Currency
- Invoice Processing
- Value Added Tax (VAT)
- Taxation & Assessment
- Approval Process Control
- Electronic Payments
- Invoice Management
- Tax Management
- Task Management
- API
- Customizable Branding
- Property Tax Management
- Customizable Reports
- Time & Expense Tracking
- Real-Time Data
- Receipt Management
- Document Storage

## Top Bloomberg Tax Research Alternatives
  - [CCH ProSystem fx Tax](https://www.g2.com/products/cch-prosystem-fx-tax/reviews) - 4.1/5.0 (130 reviews)
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