News & Updates

The IRS has announced the Modernized e-File (MeF) system will be shutdown for annual maintenance in preparation of Tax Year 2023. This shutdown will only impact Individual Federal and State filings, while California will remain open as they are independent of the IRS system. ProSeries will remain open for California 1040 e-file through the end of the calendar year.This shutdown period will begin Saturday, November 18, 2023, at 11:59 PM Eastern time. ProSeries will shutdown 4 hours earlier to ensure that all returns in our system have time to process before the shutdown. ProSeries will begin blocking returns Saturday, November 18, 2023, at 7:59 PM Eastern.Important note, November 18, 2023 will be the last day to e-file Tax Year 2020 Individual returns.  Once Tax Year 2023 goes live, e-file will be available once again for Tax Years 2021, 2022, and 2023 only.The IRS has not yet announced the official e-file go live date for Tax Year 2023. IRS Modernized e-File (MeF) Operat

As the deadline quickly approaches, we have put together some resources for the most commonly asked questions to help get you through.  For important information to see when the returns are due, see Business Return Deadline and Perfection Periods  Most common answers for 990 filers: General information about Form 990 in ProSeries Professional  Schedule L balance sheet is out of balance on Form 1065, 1120S, 1120 or 990 in ProSeries  Filing requirements for Form 990-EZ and 990-N  Completing the Form 990 Schedule O in ProSeries  Amending a 990 in ProSeries  For common questions filing your California returns, see:  Disaster area tax extensions  California PTE tax in ProSeries  California Individual Shared Responsibility penalty  Common questions about California Middle Class Tax Refunds  Generating and e-filing a single member LLC   

According to ProSeries System Requirements, we will no longer support various outdated Operating Systems.  The current login capability will no longer function due to security enhancements in several prior year programs (2016-2021).  If you have computers that run the following operating systems, the programs will be outdated in the near future: Microsoft Windows 7 Microsoft Windows 8 Microsoft Windows 9.1 Microsoft Windows Server 2012 If you have computers running a current operating system per our System Requirements, you can easily move the programs from the outdated computer to the current computer using the Local Backup Tool.  If you do not own a computer with a  current operating system, it will be required to upgrade to a system that meets our requirements to access the software. This is an alert you will receive in the Tax Year 2022 program.  In tax year 2022, you will be able to login, but further updates will not apply: For reference:  

Your Tax Year 2023 order will process between November 6th and November 9th. If you need to update your auto renew products, this can be done any time prior to November 1st. If you need to update the payment method or change the auto renew preference, click here. You can select a new payment method, or enter a new one or opt out.You will also be receiving an email communication between 10/23/23 and 10/27/23 with this information.***Please ensure your bank will accept the amount of the transaction that will be billed.***

ProSeries Tax Year 2023 Early Release is now live!* *If you use Intuit Hosting ProSeries Early Release will be available next week.  Learn about Prerequisites and installing here: ProSeries early release programClick this link to sign into My AccountShare your thoughts on ProSeries 2023 by selecting Join the Group. While our Intuit development teams conduct rigorous and extensive testing, it is impossible to duplicate all of our user’s unique environments and setups. For that reason, we do an Early Release (formally 'beta')  each year to test the product in customer environments prior to General Availability. This allows us to address common issues our users may face. This is an early release of the ProSeries product. As such it will allow you to get an early jump on Tax Year 2023 and can be updated to the full General Availability release in November without the need to reinstall. The Early Release will have Tax Year 2023 draft forms only and cannot be used to complete

Check out our new getting started page here. ProSeries Early Release for 2023 is scheduled to be available the week of October 16th following the deadline.  Learn more about Early Release here. For the most up to date information on ProSeries Forms availability, see ProSeries Release Dates* *Dates are currently still shown for TY22. The TY23 dates will be updated in the coming weeks, typically by the first week of November.  To see what's been added for ProSeries 2023, see: What's new in ProSeries Tax 2023  Important information for prior tax years: Updates are available now for ProSeries 2016-2022 to update the sign in screen. These updates need to be applied before January 1, 2014 to make sure you can continue to sign in to your prior year programs. For more information see here.  Important Operating System changes:  If you currently use Windows Server 2012 or Windows Server 2012 R2 for your file server you'll need to upgrade your file server befo

As of October 10, 2023, Microsoft will no longer provide security updates, non-security updates, bug fixes, technical support, or online technical content updates. At Intuit, security of your data is a top priority, so we encourage our customers who are running Windows Server 2012 and Windows Server 2012 R2 to upgrade to Windows Server 2016 or higher. See the full system requirements for tax year 2023 here. If you use ProSeries 2016-2022 you will no longer be able to sign in on outdated Operating Systems. See the 2023 system requirements for the currently supported operating systems.

As the deadline quickly approaches we have put together some resources for the most commonly asked questions to help get you through.  For important information to see when the returns are due see Individual Return Deadline and Perfection Periods or Business Return Deadline and Perfection Periods  If you have not logged into ProSeries lately these articles will help with common login errors: Reset your password or recover your user ID  Most common answers: Check here for delayed acknowledgments.  For help resolving e-file rejection F8962-070 see Entering Form 1095-A, 1095-B or 1095-C health coverage  For help resolving e-file rejection IND-181-01 see Understanding the Identity Protection PIN on the Federal Information Worksheet  Need to lookup, or enter Federal and State Interest Rates? See How to enter Federal and State Interest Rates.  Need to attach a PDF to the e-filed return? See How to attach a PDF to a

As the deadline quickly approaches we have put together some resources for the most commonly asked questions to help get you through.  For important information to see when the returns are due see Deadline and Perfection Periods Most common answers: General information about Form 1041 for ProSeries Professional  Common questions about Form 1041 distributions to beneficiaries in ProSeries  Amending and e-filing a federal or state Fiduciary return in ProSeries (Form 1041)  Entering Form 1099-R in a 1041 in ProSeries  Entering income and deductions allocated to a Grantor trust return in ProSeries Form 1041  Determining the Name Control for Form 1041 in ProSeries Professional             

The behind the scenes components of the ProSeries login experience have been updated. To avoid service interruption, please verify you have updated your ProSeries tax programs.  If you are experiencing the following error, please review this information.     Here are the minimum versions needed for ProSeries 2016 through 2022. The anticipated date is the date when the sign in screen will no longer function on that year.  Tax year Minimum version required Anticipated date TY16 wPro.2016.18.00.11 December 7, 2023 TY17 wPro.2017.28.00.13 December 12, 2023 TY18 wPro.2018.25.00.19 December 14, 2023 TY19 wPro.2019.17.00.11 December 18, 2023 TY20 wPro.2020.26.00.11 December 18, 2023 TY21 wPro.2021.27.00.11 December 20, 2023 TY22 wPro.2022.13.15 December 21, 2023   To check the version of your ProSeries software: Launch the desired year of ProSeries Select the Help menu Then About ProSeries Select the Version tab Review the version number on the f

Starting in the ProSeries Professional 2022 product, the New Jersey Fiscal (Midyear) returns are now included in the New Jersey Corporation and New Jersey S-Corporation modules. The separate fiscal modules are no longer needed or available for download. These new forms are scheduled for release on Thursday 11/9/23, but they are not final for TY23. We are making them available early, to share the new experience.For New Jersey Midyear filers with due dates of 11/15 and 12/15, in order to file an extension you will need  to file it through the New Jersey E-file Portal. For New Jersey Midyear filers with tax year end dates on or after July 31st, transferring prior year return information to the current year New Jersey return is disabled until forms are final.For additional details on how to prepare the New Jersey Fiscal (Midyear) returns, How to generate New Jersey midyear returns in ProSeries 

As the deadline quickly approaches we have put together some resources for the most commonly asked questions to help get you through.  For important information to see when the returns are due see Deadline and Perfection Periods   Most common answers: Having trouble balancing Schedule L, see Balance sheet is out of balance  Below the minimum filing requirements for Schedule L, see How to suspend the balance sheet Questions on Qualified Business Income, see Generating the required QBI statements Check for known delays with e-file here: Delayed acknowledgements 1120S distributions being limited to zero, see Distribution in excess of retained earnings. Need to do special allocations, see How to enter special allocations to partners on Form 1065. Correcting an already filed 1120S, see How do I amend a Federal or State return for an 1120s. For information on Foreign Taxes, see Generating the Schedules K-2 and K-3.  For general partnership i

With the update released yesterday we have added the ability to e-file amended individual income tax returns for the following states:  Arkansas Massachusetts Idaho New Mexico  Oklahoma Maryland Kentucky New Jersey For information on generating and e-filing an amended return, including a state, see Amending an individual return (1040X) in ProSeries 

The need to amend a return could come around the corner. We have put together some resources for the most commonly asked questions to help get you through:Amending an individual return (1040X) in ProSeriesCommon questions about e-filing individual amended returns (Form 1040-X)Entering a net operating loss (NOL) carryback by using Form 1040-XE-filing Superseded Returns in ProSeriesAmending and e-filing a federal or state Fiduciary return in ProSeries (Form 1041)How to amend a previously amended business return in ProSeriesHow to e-file an amended S Corporation return in ProSeries?How do I amend a Federal or State return for an S-Corporation (Form 1120S)?Amending a Form 114 in ProSeriesAmending a 1120 in ProSeriesAmending a 990 in ProSeriesHow do I amend a 1065 in ProSeries?Hope this helps! 

As the deadline quickly approaches we have put together some resources for the most commonly asked questions to help get you through.  For important information to see when the returns are due see Business Return Deadline and Perfection Periods  If you need more time to file see How to file extensions in ProSeries  Most common answers for 990 filers: General information about Form 990 in ProSeries Professional  Schedule L balance sheet is out of balance on Form 1065, 1120S, 1120 or 990 in ProSeries  Filing requirements for Form 990-EZ and 990-N  Completing the Form 990 Schedule O in ProSeries  Amending a 990 in ProSeries  Most common answers for Texas Franchise filers: Understanding Texas Franchise Tax forms  Generating Texas Franchise Forms in ProSeries  Generating and e-filing a single member LLC in ProSeries 

Below are the top articles and resources for the week leading up to the April deadline. Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen. What help features are available in ProSeries? Click here to find out. For tips on using community search effectively to find help articles, click here. Help with Electronic Filing (attaching a PDF, deadlines and extensions): How to file extensions in ProSeries  Electronic filing deadlines and perfection periods for returns and extensions State extension and due date information for individual returns How to check for delayed e-file acknowledgements  How do I attach PDF files to federal or state electronic filing? Common questions about Form 1040-ES and estimated payment vouchers  Electronically filing Form 114, Report of Foreign Bank and Financial Accounts  Disaster area tax relief available: Some areas in California, Alabama, Arkansas, Georgi

To help with the approaching Wednesday, March 15, 2023 deadline, below, you'll find important electronic filing deadline information, including guidelines on the IRS perfection periods available for resubmitting returns that are rejected.  This is very important to make sure the return submitted before the deadline remains timely if you receive an e-file reject. Partnership and S Corporate Electronic Filing Deadline Information, including the "Perfection Period" for Rejected Returns: Would you like to review information on Partnership and S Corporate return deadlines, and the "perfection period" available to correct and resubmit timely filed returns that are rejected? Electronic filing deadlines and perfection periods for business returns and extensions. Disaster area tax extensions  Information on Filing Extensions: Need information on filing Partnership or S Corporate extensions?  Filing an extension may ease the burden of the approaching deadline and provide additio

It is important to verify that your anti-virus software has exclusions setup for the ProSeries 2022, 2021 and 2020 installation folders For ProSeries Professional - C:\ProWinYY For ProSeries Basic - C:\BasWinYY There are several files in ProSeries that will make calls to the internet. You can find the files below. However, putting the exclusion on the ProSeries installation folder supersedes individual rules for each file. CefSharp.BrowserSubprocess.exe ProSeriesBackgroundUpdater.exe ProSeriesLauncher.exe ProSeriesUpdate.exe ProtaxYY.exe TaskSch.exe   For more anti-virus configuration information, review How to exclude ProSeries from real-time system scans

Step 1: Download and install the ProSeries Tool HubStep 2: Use the tools on the ProSeries Tool Hub Step 3: Help improve our tools by providing feedback through the survey links in the ProSeries Tools HubClick here for details: ProSeries Tool Hub: Helping you fix common problems and errors in ProSeries__________________________________________________________________________Don't forget to sign in to community to participate in community and content feedback. 

As of January 23rd 2023 e-filing is now open for the tax year 2022 e-file season!  The following are common topics for this time of year:  Making sure you're ready to e-file If you plan on offering Pay-by-Refund options for the year see How to enroll in Pay-by-Refund for tax year 2022 For PTIN enrollment and renewal information see PTIN requirements for tax preparers If you have a new EFIN or have moved or changed your business name see Register your EFIN with Intuit If you would like to enroll in Protection Plus for the year see Tax Protection Plus and ID Theft Restoration.  Collecting Data from your taxpayers For information on using Intuit Link, including inviting new clients, see General questions about Intuit Link If your firm uses Organizers to collect data see Using organizers in ProSeries Professional  How to tell what tax forms are ready: As you know, there are two different filing types; paper and e-file. Therefore, there are two different pr

Below you'll find info about what's new for tax year 2022 returns. Common questions about California Middle Class Tax Refunds and other state stimulus payments Info about Form 1099-K and reporting amounts for forms received in error Generating Schedules K-2 and K-3, plus the new domestic filing exception Many 2021 credit changes have expired, like the EIC age expansion and the expanded child tax credit For more info on these and other changes for the year, check the What's New page of the 1040 instructions.     

Those impacted by the severe winter storms, flooding, and mud slides in California have been granted an extended filing and payment due date of May 15, 2023.   For more details and to see the list of affected counties, see IRS Tax Relief in Disaster Situations: https://www.irs.gov/newsroom/irs-announces-tax-relief-for-victims-of-severe-winter-storms-flooding-and-mudslides-in-california

ProSeries is participating in the e-File controlled launch where Cash Advance returns are prioritized.  For clients that are interested in Cash Advance, you can submit their 2022 return now.Additional resources:Pay-by-Refund for ProSeries 

IRS individual e-file opens January 23, including prior year individual returns that are eligible (Tax Year 2020, 2021, 2022)Prior year Business returns are currently available for e-file and acknowledgements will be available.  Current year business returns can be e-filed at this time, however acknowledgements will not become available until January 17 or later.Important Notes: To successfully e-file returns make sure your software is up to date by going to the Update menu and selecting Update Installed Products.Some Federal and State forms may not be final. Check ProSeries Forms Availability for the most up to date form release dates.For detailed information on e-file dates, see e-file start and stop dates for Federal returnsTo access the IRS announcement, see IRS sets January 23 as official start to 2023 tax filing season If you need help, you can call us directly or take advantage of our self-help options with the Int

Transmitting 2022 NJ CBT-100 and CBT-100S fiscal year tax returns from ProSeries 2021 may receive the following message: "The submission is a duplicate of one that was previously received. Please contact customer support." This will prevent transmission of the NJ fiscal year return. Users filing an initial NJ fiscal year tax return from ProSeries 2021 will not experience this messaging.  We will provide an update in this post once the issue is resolved.