For the most up to date information on ProSeries Forms availability, see
To see what's been added for ProSeries 2021, see:
For information on how to install ProSeries:
- How to download next year's ProSeries product from ProSeries 2020
- How to download and install ProSeries as a standalone
- How to download and install ProSeries as a network
- If you are using Intuit Hosting see How to add next year's ProSeries to your Remote Desktop
To transfer your clients from ProSeries 2020 to ProSeries 2021, see:
- Transfer Clients Transferring client files from the prior year
If you changed computers, see:
Getting information from your taxpayers for the upcoming tax season:
Other common questions:
- To renew for Tax Year 21, see How to renew ProSeries for tax year 2021
- To update your billing information, see Managing your information with My Account
- If you need to add a new employee to your ProSeries software, see Managing users in ProSeries
- If you want to explore getting digital signatures for tax year 21, see Common questions about eSignature
- If your EFIN has changed or if you are new to e-filing, see Register your EFIN with Intuit before e-filing
- If you are a ProSeries Hosting customer, you can now manage your subscription (add/remove seats and update payment information) in My Account, see Self-Service options for your Intuit Hosting Subscription
- If you plan to offer Pay-by-Refund, enrollment is now live within the tax year 21 program, see How do I enroll in Pay-by-Refund for tax year 2021?
- For additional training that's available, see ProSeries Training
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