ProSeries software FAQs

ProSeries Basic is entry-level professional tax software designed for new and growing professionals who typically need a little more guidance. And it doesn't support business returns or as many federal forms, schedules, and reports found in the 1040 program of ProSeries Professional.

We recommend using ProSeries Professional if you do a high volume of returns, do business returns, or have more than one preparer in your office. The navigation and data entry in Professional is tailored more to professionals who are familiar with preparing returns and require high efficiency. In addition, it contains both individual and business forms, plus a variety of additional features (Client Checklist, Client Presentation, K-1 data import, etc.).

Compare ProSeries Basic and ProSeries Professional features.

The IRS only allows five returns to be e-filed with personal tax software. ProSeries is professional tax software, and you must obtain an EFIN (Electronic Filing Identification Number) from the IRS to file electronic returns with ProSeries. It's important for professional tax preparers to obtain the necessary professional identification numbers to avoid any delays and help ensure the tax process goes smoothly for clients.

To e-file tax returns professionally for your clients, the IRS requires you to have an Electronic Filing Identification Number (EFIN), which designates you as a professional preparer. To get one, you simply need to register through the IRS. Based on the time of year, the process can take anywhere from 20 to 45+ days.

For the quickest turnaround, it's recommended you visit the IRS website to submit your information, or visit the IRS EFIN FAQs page. For additional information or full directions, please call the IRS e-filing Help Desk at 866-255-0654 (6:30 AM to 6:00 PM CT).

The release of ProSeries tax software is scheduled for approximate delivery in November (Professional) or December (Basic) of each year.

When the product is released, you'll receive an email with a link to where you can download and install your software directly to your computer.

Current list of states that provide sales tax exemption based on state legislation (subject to change): AR, CA, CO,* FL, GA, IA, MD, MO, NV, NJ, OK, SC, and VA. Additionally, CT customers are eligible for a reduced tax rate of 1%. *CO customers may still be subject to local taxes.

The software license fee, also known as Fast Path, provides access to the services part of your ProSeries license such as e-file, pay-per-return, support, and training. Fast Path is required for Basic, Pay-Per-Return, Choice, and Unlimited customers in order to access these services during the current year. Learn more information about Fast Path.

Electronic filing is included at no additional charge for supported Basic and Professional forms.

Your payment method will be charged in full immediately upon submitting your order, unless special arrangements are made in advance.

Call our sales representatives to understand your payment options.

Hosting allows you to access your ProSeries software anytime from anywhere, stored with your data securely in Rightworks' (formerly Right Networks) servers. Learn about Hosting for ProSeries.

One license of ProSeries is required at each physical location where clients are served. If multiple preparers use ProSeries and would like to share and sync client files in the same location, then a network license will also be required.

A network version will be required to share and sync the data among the preparers in a firm for better collaboration and productivity. If different firm address is needed in the return then separate license will be required for each address.

No, there are a few federal individual forms, schedules, and worksheets that are only found in ProSeries Professional, such as 1040NR, Net Operating Loss, At Risk Limitations, Foreign Source Income, and more. Review 1040 forms for Basic and Professional.

Along with your Basic software download, we'll also include access to Intuit ProSeries Tax Basic/Professional, which will let you prepare business returns on a pay-per-return (PPR) basis using that program. View PPR pricing.

ProSeries offers comprehensive data conversion services from most other competitive tax programs. Learn more about ProSeries data conversion.

Follow the steps on the ProSeries Data Conversion page.

Usually, data conversion will be completed the same business day. Large quantities of data may take an additional couple of business days, depending on the vendor.

Get step-by-step instructions on how to quickly and easily upload and download client data files for data migration to ProSeries.

Most often, the files received were bad or corrupt, improperly backed up, missing data critical to the process, password-protected, or locked. The files can be corrected for those issues that apply and resubmitted. Please resend only the files that didn’t convert to ProSeries.

Yes, since ProSeries is made by the creators of TurboTax (Intuit Inc.), you can easily transfer your TurboTax client data into ProSeries.

ProSeries offers various free training options that make it simple to switch and get the most value from your software. New users can take advantage of Intuit Easy Start onboarding to get up and running quickly.

Yes, ProSeries provides you with free U.S.-based technical support via a wide range of convenient options: toll-free phone with extended hours during peak season, in-product help, and web. For more information, visit our support site or contact Support.

ProSeries will run on Microsoft operating systems that are still actively supported by Microsoft. When Microsoft sunsets an operating system, ProSeries will discontinue support. Please refer to our system requirements for more information.