ProSeries® What's New
Now file returns even faster and easier with the software that is
trusted by more tax professionals than any other.
ProSeries users save an average of 47 minute on complex returns and 20 minutes per
simple return versus the next best alternative tried.
the latest ProSeries features designed to help you save time.
Forms Added — NEW
Financial Institution Download — EXPANDED
Included as part of ProSeries Fast Path, Financial Institution Download reduces time on data entry through direct download of 1099 and W-2 information from financial institutions. Expanded service for Tax Year 2014 brings our total number of banks and payroll providers to over 230. Click here to view the full list of providers.
Printing — IMPROVED
To offer you more convenience, the following 1040 Return enhancements to printing were implemented:
- General print options now has a PCL 5 Optimized checkbox which speeds up printing when you are using the latest PCL 5 print driver for your printer. Click here for more information.
- A 'Display PDF after save' option was added to the print center enabling you to open the pdf of a return from within ProSeries using the default PDF viewer in windows. After opening and viewing the PDF, you can print directly from the view.
- The print button has been added back to the Supporting Statements window.
- Print preview functionality is available to save paper when printing. View the 'selected forms' or copies of the return before you print, and unselect any pages you wish to exclude from printing.
Intuit eSignature — NEW
New IRS Guidance for form 8879 helps you to stop chasing your "problem" clients for signed documents this tax season. Intuit eSignature (powered by DocuSign) is IRS compliant and helps you to get signed 8879 forms back faster - eliminating your client's need to fax, scan, hand-deliver or email the form back to you. Plus Intuit eSignature securely and seamlessly integrates with ProSeries so you don't have to change your workflow. Sold separately. A free eSignature trial has been included in your software, but for bundle pricing, please call 800-765-7777. Learn more here.
Document Management — NEW
Now you have the choice of two comprehensive solutions to help you save money and space in a paperless environment. Both of these document management systems are seamlessly integrated with ProSeries, and each gives you the ability to quickly and easily capture, manage and share almost any type of client information.
- ProSeries DMS: Work more efficiently by scanning and storing source documents and client returns. Documents are stored on your local hard drive. View, edit or email information instantly from your PC. Sold separately. Coming soon!
- SmartVault for Intuit ProSeries: Enjoy the convenience of anytime, anywhere access to this document management system. Access files from any computer, browser or mobile device. A secure client portal with your custom branding makes it easy to share tax information with clients. Sold separately. Free 30 day trial. For more information, click here.
Intuit Personal Pro — NEW
To help you attract new clients, we're providing you with our new online referral service, Intuit Personal Pro. This service matches taxpayers with qualified CPAs and EAs to help you grow your practice through new clients. Signing up is free and the program is flexible so you can scale it to meet your needs or you can turn the service off if you get too busy. We also handle payment collections and processing so you can focus on the return while we handle the rest. For more info click here.
Intuit's Tax Referral Program — NEW
The best gift you can give a friend is a good referral — so why not refer a friend to Intuit. And to show your friend how much we appreciate your referral, we'll be sure to give them the best deal possible on our professional tax offerings. Further, as "thank you" to you for sending them our way, we'll give you $250
Training Videos — NEW
ProSeries Refund Transfer Program — NEW
For every funded Refund Transfer you file above and beyond last year we'll give you back $10
Refund Option with American Express Serve® — NEW
Earn $15 for every eligible IRS refund added onto a new American Express Serve® Card.
American Express Serve is a Reloadable Prepaid Card that offers your clients quick and easy access to their IRS refunds:
- FREE ATM withdrawals at over 24,000 ATMs
- FREE Direct Deposit
- FREE Online Bill Payment
All for $1 per month. Click here to Enroll now.
Based on survey responses of 406 tax preparers; 10/2014
Deadline for submitting referrals for the current tax year is 7/24/2015. To receive $250 reward, referred Individual(s) must purchase a qualifying professional tax product (and not cancel, return or request refund of their purchase) before April 15, 2015. See complete offer terms and conditions.
Offer is available for current ProSeries and Lacerte customers only and is valid for a limited time only. Credit applies to refund transfers through Santa Barbara Tax Products group (SBTPG) and Refund Advantage (RA) only. You must adopt industry RT Best Practices principles by charging no more than customary and reasonable processing fees to be eligible. Earn a $10 credit for every Refund Transfer funded through SBTPG or RA from 4/16/15 thru 4/30/16 above and beyond the number of RT funded from the prior tax year. Credits will be delivered from SBTPG or RA by 5/31. Terms, conditions, pricing, features and support subject to change without notice.
Offer only available to valid license holders of Intuit's ProSeries or Lacerte products. The following conditions must be satisfied to receive $15 from Intuit: (1) successfully register with American Express via ProSeries or Lacerte to offer American Express Serve®, (2) obtain the client's acceptance of the American Express Serve Card ('Card') terms and conditions and consent to submit the card registration, (3) registration must be initiated via ProSeries or Lacerte and approved by American Express on or before May 15, 2016 and (4) a Direct Deposit of tax refunds totaling $15 or more must be made to the new Card. Joint filers are considered a single client for purposes of the offer and no more than $15 will be paid where joint filers ar involved. No payment shall be made for rejected card registrations or tax filings. Limit of $15 in total incentives per Card. Refunds deposited to existing Cards or any other American Express prepaid product are not eligible. Intuit reserves the right to recoup amounts paid (or may elect to withhold future payments) where fraud or other illegal activity is suspected. Payment provided by Intuit and will be made prior to December 31, 2015. Offer subject to change or cancellation at any time without notice.
Transactions at non-MoneyPass® ATMs have a $2.50 American Express Serve fee. ATM operator fees may also apply.See serve.com/atm for details.