ProSeries Basic and Professional on one computer?

Forum|Forum|4 years ago
November 6, 2021
14 replies
37 views

I have scaled back my business starting for tax year 2021 and will be switching from ProSeries Professional to Basic for most returns. I will still have one 1120-S return and was told I can use Professional on a pay-per-return basis for that.

Will I be able to load both versions (Basic and Professional) on the same computer simultaneously?

Or will I need to uninstall Basic, then install Professional when needed?

Or use 2 computers - one with Professional and one with Basic?

Thanks in advance.

ProSeries Basic

This topic has been closed for replies.

Best answer by TaxGuyBill

You can have both on one computer.

T

TaxGuyBillAnswer

You can have both on one computer.

J

jpmhAuthor

Level 4

Thanks so much. That's a relief!

dkh

Level 15

I'm curious about your process to scale back your business. I've considered doing the same. Think I probably should have sent letters to clients already. Any advice to share?

T

TaxGuyBill

Obviously circumstances vary tremendously and it also depends on why and how you want to "scale back", but another possible option is to let clients know that due to the significantly increased complications of tax law, your fees will be going up xx% next year (a fairly large percentage), and that you understand if the client decides to go elsewhere.

You will lose some clients that way (often the more annoying ones), thereby 'scaling back' on your business, while increasing your profit for your remaining clients.

B

bulldogcpa

Level 3

@TaxGuyBill I like your thinking - less clients but more money. My luck I'd still have all of the annoying clients and few of those I enjoy.

That's why I specifically choose which clients to terminate (er...refer out).

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