Difference between ProSeries "Basic" and "pro"

[donnaV]

I just watched the hr long webinar on ProSeries and he mentioned a "basic" version vs a "pro".  I have the Basic which I will do only individual 1040's.  What are the features of "pro" that are not included in Basic? 

Thanks 

[IRonMaN]

If you are only doing individual returns, you probably chose the correct version for yourself.  Once upon a time, Intuit provided a chart to compare the two, but I don't see that they still provide the comparison.  I use the Pro version and based on posts here over the years, I know it is overall a little more flexible than the basic version.

[Jim-from-Ohio]

https://accountants.intuit.com/tax-software/proseries/compare-products/?srsltid=AfmBOoqsoH2uomMP7otg...

[donnaV]

Thanks!

[donnaV]

Thank you

[sobie3]

When I log into my dashboard to download my purchased product, both the Professional and Basic appear equal in availability to download. My invoice reads I purchased Basic, so I'm confused as to why it seems I can download Professional. Does this makes sense to anyone else?

[Jim-from-Ohio]

@sobie3 You can still use Professional on per per return mode. 

[sobie3]

I bought the Basic + 50 returns, so I wouldn't use the pay per return. Does it matter which I download? I don't want a surprise charge for downloading the Professional version.

[TaxGuyBill]

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@sobie3 wrote:

I bought the Basic + 50 returns, so I wouldn't use the pay per return. Does it matter which I download? I don't want a surprise charge for downloading the Professional version.

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You can prepare 50 returns in Basis with no additional charges.  That is the main program you will want to use.

You can download Professional with no additional charges.

You can even prepare returns in Professional with no additional charges.  But if you want to print or e-file, you will pay the Pay-Per-Return fee.  It is common for a Basic user to use Basic for their 1040s, but possibly use Professional if they have any corporations, partnerships or situations that Basic does not cover (such as NOLs).

[sobie3]

Thank you for the detailed response! It makes things much clearer now.