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ProSeries 2023 getting started guide

IntuitCharlene
Moderator
Moderator

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:

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 before installing ProSeries 2023. Microsoft no longer supports these operating systems. See here for more information.

For information on how to install ProSeries:

To transfer your clients from ProSeries 2022 to ProSeries 2023, see:

If you changed computers, see:

For optimal performance, it is recommended to configure your anti-virus and firewall for the current tax year.

Getting information from your taxpayers for the upcoming tax season:

Other common questions:

 

 

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IntuitCharlene
Moderator
Moderator

For more ProSeries News & Updates, click here.

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IntuitCharlene
Moderator
Moderator

For more ProSeries News & Updates, click here.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Accept as solution"