All ProConnect Tax 2024 tax returns purchased are tax-year specific. Beginning January 1 through December 31 (“tax year”), and accessible for use for such specific tax year. Unused tax year 2023 tax returns will still be accessible through December 31, 2026 or until used, whichever occurs first.  User Access Fee required to access functionality in ProConnect services (sold separately). Terms, conditions, pricing, subscriptions, packages, features, availability, service, and support options are subject to change at any time without notice. Validity does not apply to usage in other product years. Refunds will not be given for prior purchases of ProConnect Tax or unused returns. ProConnect Tax returns are credited to the Customer Account Number that purchased them and cannot be transferred to other Intuit accounts.

Intuit Tax Advisor is offered as an optional service through December 31, 2024. Additional terms, conditions, and fees apply. Starting on or after January 1, 2025, access requires Fast Path for each Lacerte user or User Access for each ProConnect Tax Online user who is required to create and prepare Intuit Tax Advisor plans. Any advisory impact is estimated and not guaranteed. Additional terms and conditions may apply.

US Market Brand Tracking Study (n=1120), Radius Research, Sept 2023. Based on percent of tax preparers who are aware of and considering cloud-based tax software.

The ProConnect trial includes ProConnect tax software for tax year 2023. The trial access will not allow e-file or print. New customers only.

Additional terms, conditions, and fees may apply with these optional add-on services.

If you purchase returns between the date of first availability of the next tax year, but before December 21, 2024, you may cancel your order. In the event you do not cancel your purchase before December 21, 2024, or purchase returns after December 21, 2024, Intuit shall issue a refund on unused returns within thirty (30) calendar days from your purchase date upon request. No other refund requests shall be honored.

Next year’s per-return price won’t increase more than 7% for next tax year: Available only to new users of ProConnect Tax software who have not used Lacerte or ProSeries in tax year 2024. Your per-return price in your first year will be based on current-year pricing for the type and number of ProConnect Tax returns you select. After your first year, the annual renewal per-return price may increase. In the event of a price increase, your annual renewal per-return price will reflect a percentage increase that is less than or equal to the percentage increase of the ProConnect Tax list price, but in no case will  your renewal per-return price increase more than 7% per year. This price increase limitation is available through your second year as a customer.

available separately.

*Based on a survey of Tax Pros who used ProConnect Tax to complete client TY2022 returns and reported time savings. Survey compiled 10/2023–01/2024. User experience may vary.

Terms, conditions, features, availability, pricing, fees, service, and support options are subject to change without notice.