Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- ProSeries Tax
- :
- ProSeries Tax Discussions
- :
- Changing from Proseries Pro to Basic
Changing from Proseries Pro to Basic
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
deb514
Level 3
10-08-2024
01:06 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I am downsizing my business and no longer need the Professional tax software so I want to switch to the Basic. I am on auto renewal and I can’t figure out how to make the change on my quote prior to it being renewed. I was told I can do it online but I can’t for the life of me figure it out.
Any help is appreciated!
Deb
Labels
3 Comments 3
judys3
Level 5
10-08-2024
02:44 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I'd just call and have them walk you through how to make the change or I'm sure they can make the change for you. I just made some changes to my package with a sales rep before my auto renewal hit.
deb514
Level 3
10-08-2024
03:16 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I was actually on the phone with a customer service rep earlier today to discuss the change. I told her I would think about it and call back to take care of it. Her reply was that I could just go online and take care of it by editing my quot before the auto renewal date.. That’s why I thought I just couldn’t find where to do it!? I will just call them back! Thanks!!
