I want to downgrade from Proseries PPR to Proseries Basic 20.

[RetiringSoon]

I am mostly retired and only have a few returns to prepare. Proseries Professional PPR is more than I need, so I want to switch to Basic 20.  On my account it looks like I only have the option to renew Proseries Professional.  Do I have to call a sales person to downgrade, or can I do this online, and if I can do it online, how?

[George4Tacks]

Call the support & renewals number listed at https://accountants.intuit.com/support/en-us/help-article/contact-preferences/contact-proseries-help...

[Jim-from-Ohio]

have to call

[RetiringSoon]

Bummer.  OK, thanks.

[TaxGuyBill]

Maybe I'm wrong, but I have stuck in my head that Basic 20 is only allowed for new customers.  *IF* that is the case, you may be stuck with Basic 50 (or some other software;  the last I checked, Tax Act Professional offered good packages for small businesses and it has very similar data-entry to ProSeries).

[RetiringSoon · Accepted solution]

Thank you - I called them today and that is correct - Basic 20 is only available to new customers.  Current customers can only get Basic 50, which is actually more expensive than Proseries Professional Pay-per-return for 10 or fewer customers.  So, I'll be looking into Tax Act and other programs. They'd rather lose a long-time (25 years) customer and get nothing than allow me to switch to a more affordable program.  That's Intuit for ya.