Using the ProSeries Professional Time Tracker

Coming soon for ProSeries Professional tax year 2024: Time Tracker

Beginning with ProSeries Professional Tax 2024 you can track two important times specific to a return, Time Spent and Estimated Time to Prepare. This feature is not availalbe in ProSeries Basic.

Time Spent

ProSeries Professional will automatically track the time you are spending on a return. This tracks each time a return is open and it can be shown on the HomeBase in a new column called Time Spent. To update and calculate the Time Spent be sure to open and save the tax return.

For the calculation to be correct, make sure you close the return when your not actively working on the tax return. ProSeries will track the total time the return is open.

Estimated Time to Prepare

This is an AI model based predicted time to prepare a particular return based on the time in general preparers have spent on similar returns in the past. This can be shown on the HomeBase in a new column called Estimated Time. To update and calculate the Estimated Time be sure to open and save the tax return.

Estimated Time is computed using AI and may not always be accurate.

How to add the new columns to HomeBase:

1. Open ProSeries Professional to the HomeBase view for the tax type you want to customize.
   • For example: The Form 1040: Indivdiual view.
2. From the HomeBase menu, select Add/Edit Custom Views.
3. For the first tax type you use, select the Add Custom View button.
4. Enter a name for your new custom view:
   • Example: Form 1040: Time Tracking.
5. Under the available columns in the search box, enter Time to filter to the new columns.
6. Select either Time Spent, or Estimated Time to Prepare, or both to be included in your new custom view.
7. Repeat step 3-6 for each additional return type you want to see the Time Tracking on.
8. Select Save to save your new views.
9. Select Close to return to the HomeBase view.
10. You can now select your new view from the HomeBase view drop down.