What's New for 2025

Early Access Edition

This is an early edition which allows for getting the software setup and the data rolled forward or imported from other software ahead of busy season. The forms are not yet available from SDAT.

*WARNING* There is a chance Maryland adds an additional year to the property grid. They did this last year and then realized their software couldn’t handle the extra year and removed it from the forms. If this happens this year, clients will have to be rolled forward or imported again AFTER we make any changes. We don’t have any additional information until the forms are released. Just be aware that this may be necessary. We recommend only using this version for testing and familiarization purposes until we get clarification.

Once forms are available, we will update as needed and remove the red, unused fields from last year.

SDAT Approval

SDAT is no longer offering approval of tax software’s forms (anyone’s, not just ours). Our forms are as close as we can to the PDF and should be accepted with no issues.

Per communication with SDAT:
Once our Forms are on the website and available for duplication by vendors, SDAT will not be requiring vendors to submit approval requests. Once the Forms are on the website they will have been approved by SDAT in compliance with TP Art. § 11-101, and be in "the form the Department requires." SDAT will not be reviewing the duplicate Forms.

Unneeded Data

• Once we get the forms for 2025, we will remove the unneeded data entry fields as long as they are still not on the forms.

CFS Tax Importer

• We can now import data from CFS Tax Tools MD PPT Software. They are no longer continuing their product and we are the official recommendation to replace their software.
• Important CFS Tax Tools Notes

Other Changes

• Added Fee Waiver and Address to the client reports screen.

Instructions

SDAT’s instructions are here:
https://dat.maryland.gov/Pages/sdatforms.aspx

Assessments

Also, a reminder that the tax rates in the software never match exactly with the actual assessments as the rates are released in the summer, after the filing season. So, the software uses the prior year’s rates. Often there is a minimal change, but some years it can vary significantly. This is why the assessments are labeled as estimates.

For the 2025 version, Maryland PPT Pro can import your data from the following software:

- CFS Tax Tools 2024
- Universal Software 2024
- LaserSoft MD PPT 2024

If you have any suggestions for features you'd like to see in the next version, please contact us.