We’re dedicated to continuously improving the overall quality of your tax software to help you have a better tax year. From key workflow tool improvements to 17 new e-file capabilities, you can count on ProSeries to help make tax work easier and more efficient. 

Looking for specific forms or filing types? Use our online forms finder

End of support: Windows Server 2012 and Windows Server 2012 R2

As of October 10, 2023, Microsoft will no longer provide security updates, non-security updates, bug fixes, technical support, or online technical content updates. At Intuit, security of your data is a top priority, so we encourage our customers who are running Windows Server 2012 and Windows Server 2012 R2 to upgrade to Windows Server 2016 or higher. Visit the Community for the complete list of system requirements

Hosting onboarding automation enhancements

Enjoy end-to-end automation of moving data from your existing infrastructure to the Hosting environment. This automation includes packing data from all tax years in your current ProSeries environment, transferring it to the Right Networks’ environment, and unpacking it to their respective ProSeries folders, so you can start working online as if nothing has changed.

TurboTax Online import

Now, you can transfer current-year TurboTax individual 1040 returns to current-year ProSeries returns in just a few clicks. Learn more here. 

Financial institution download (FIDO) enhancements

We’ve updated your authentication method so that now you can download your clients’ financial data directly from all supported banks.

Batch eSignature requests

Request electronic signatures on documents from 2 to 100 clients and set reminders for them all at once.

Faster loading

Now, ProSeries will launch and start different features faster, so you can prepare returns more efficiently.

Quick Employer Forms Accountant

Under the new IRS rules, filers of 10 or more returns of certain files (including W2 and 1099s) for a calendar year generally will need to file electronically with the IRS. Previously, electronic filing was required if the filing was more than 250 returns of the same type for a calendar year. With Quick Employer Forms Accountant, you can create and e-file an unlimited number of W-2s and 1099s for your clients’ employees and contractors. You can e-file and print forms within a business and across multiple businesses individually and in bulk. It supports Forms W-2, 1099-NEC, 1099-MISC, 1099-INT, and 1099-DIV. You’ll also get W-3 & 1096 forms for your records automatically. Learn more on our website

Intuit Select Pro Staffing

Find staff easily with this new outsource provider program. We’ve partnered with credentialed hiring solution providers so you don’t have to. These providers will match you with expert outsourced staff trained that are already on your software, so you can grow your business the way you want with staff custom fit for your firm. Learn more on our website

Workflow enhancement suggestions

As you work in different parts of ProSeries, you’ll occasionally receive recommendations on tools that can help you streamline certain processes in your workflow.

We’re dedicated to continuously improving the overall quality and security of your tax software to help you have a better tax year. From smarter security features to 22 new e-file capabilities, you can count on ProSeries to help make tax work easier and more efficient. 

Looking for specific forms or filing types? Use our updated forms finder.

Security

Two-factor authentication

While not required, the IRS and we at Intuit highly encourage you to enable two-factor authentication to help protect against unauthorized access to the sensitive data in your possession. Click here to enroll and click here to learn more. 

End of support: Windows 8.1

As of January 10, 2023, Microsoft will no longer provide security updates, other updates, or support for PCs running Windows 8.1, making  computers running on Windows 8.1 more vulnerable to security risks and viruses. At Intuit, security of your data is a top priority, so we encourage all of our customers to upgrade to Windows 10 or higher. Visit the Community for the complete list of system requirements. 

Product enhancements

QuickBooks Online Accountant import (Coming in January 2023)

Complete a client’s books and map them to the appropriate tax lines in QuickBooks Online Accountant. Then, open ProSeries and import your work into that client’s return. It’s that easy.

TurboTax business return transfers

Now, you can transfer prior-year and currency-year TurboTax business returns to current-year ProSeries returns in just a few clicks.

E-file superseded filings

No more paper filing. Now, you can e-file superseded federal and California returns.

ProSeries migration tool

Let this tool back up and restore your ProSeries data for you, even between more than one computer, to avoid the guesswork of choosing and moving files manually.

Editable client letter for ProSeries Basic

Starting in tax year 2022, ProSeries Basic users will be able to create and edit standard client letters in their software.

We’ve been hard at work making Intuit® ProSeries® Tax even easier to use, so you can save time on every return.

Installation instructions:

Returning ProSeries Professional and ProSeries Basic customers: Go to the Help menu in your tax year 2020 software and select Download Next Year’s ProSeries for easy installation. View detailed instructions

First-year ProSeries Professional and ProSeries Basic customers: Log in to My Account and download ProSeries 2021 using the download link on your dashboard. View detailed instructions

Customers with Hosting for ProSeries:
Log in to My Account. Select Users under Account Name, then click on the user’s name to access applications. Select 2021 ProSeries Tax, then click Install App. See instructions.

Product enhancements: Helping you work even more efficiently

• QuickBooks integration
• Tax Accuracy Notifications
• Background updater
• Integrated calculator enhancements
• New billing profile
• HomeBase view functionality
• EFIN verification and security

ProSeries Tool Hub: The tool hub enables you to quickly resolve common system issues and errors , so you can get back to serving your clients. Find this handy tool by selecting Help > ProSeries Tool Hub, and use it for issues including:

• Desktop alerts

• Repair Updates

• Mapped Drive tool 

• Component Repair tool 

• Backup Utility

• Networking errors 

Take advantage of the 92 new forms and 21 new e-filing types across 19 states we added...

Forms Added: 

FEDERAL

Individual:

• Form 9000, Alternative Media Preference
• Form 8915-F, Qualified Disaster Retirement Plan Distributions and Repayments
• Form 14039-B, Business Identity Theft Affidavit
• Form 5471, Sch G-1, Cost Sharing Arrangement

Partnership:

• Schedule K-2, Partners Distributive Share Items - International
• Schedule K-3 Partner's Share of Income, Deductions, Credits, etc. - International

S-Corporation:

• Schedule K-2, Shareholders’ Pro Rata Share Items – International
• Schedule K-3, Shareholder’s Share of Income, Deductions, Credits, etc. - International

ALABAMA

Partnership & S-Corporation:

• Form PTE-E, Pass-Through Entity Election Form
• Form EPT, Electing Pass-Through Entity Payment Return
• Schedule ATP, Additional Taxes & Penalties
• Schedule EPT-K1, Electing Pass-Through Entity K-1
• Schedule EPT-C, Electing Pass-Through Credits
• Schedule HBC, First Time Second Chance Home Buyer Deduction
• Schedule PTE-AJA, Alabama Jobs Act – Investment Credit

ARKANSAS 

Individual:

• Form AR 2441, Child and Dependent Care Expenses

Corporate, S-Corporate & Partnership:

• Form AR 8944, Paper e-file Hardship Waiver Request

S-Corporate:

• Form AZ-8879-S - E-File Signature Authorization - S-Corporation

Partnership:

• Form AZ-8879-PE - E-File Signature Authorization - Partnership

CALIFORNIA

Individual:

• Form CA 3913, Moving Expense Deduction
• Form CA 3804CR, Pass-Through Entity Elective Tax Credit

Corporate & S-Corporate:

• Form CA 3544, Assignment of Credit

Corporate, S-Corporate, Partnership, Individual & Fiduciary:

• Form 593, Real Estate Withholding Statement

GEORGIA 

• Form IND CR-213, Adoption of a Foster Child for Adoptions Occurring in Taxable Years Beginning on or After January 1, 2021

HAWAII

Fiduciary:

• Form N-40
• Schedule K-1, Beneficiary’s Share of Income, Deductions, Credits, etc.
• Schedule CR, Schedule of Tax Credits
• Schedule AMD, Explanation of Changes on Amended Return
• Schedule D-1, Sales of Business Property
• Form 8582, Passive Activity Loss Limitations
• Schedule E (Form 1040), Supplemental Income and Loss
• Schedule D, Capital Gains and Losses
• Form N-40T, Allocation of Estimated Tax Payments to Beneficiaries
• Form N-201V, Business Income Tax Payment Voucher
• Schedule C (Form 1040), Profit or Loss From Business
• Schedule F (Form 1040), Fiduciary Income Tax Return

Indiana

Fiduciary:

• Schedule 1, Other Income

Partnership:

• Schedule IN-EL, Tax Computation Form for Electing Partnerships

Kansas 

Individual:

• Schedule A, Itemized Deductions

Kentucky

Corporate:

• Schedule NOL, Net Operating Loss Schedule

Massachusetts

Corporate:

• Schedule FE, Report with Respect to Foreign Entities
• Schedule FCI, Foreign Corporation Income of U.S. Shareholder

Minnesota

Individual:

• Schedule M1MB, Business Income Additions and Subtractions
• Schedule M1Loss, Minnesota Limitation on Business Loss

Corporate & S-Corporate:

• Schedule AA-1, Application for Section 42 Method of Apportionment

Partnership & S-Corporate:

• Schedule PTE, Pass-through Entity Tax

New Mexico

Fiduciary:

• Form FID-1, Fiduciary Income Tax Returns
• FID-B, Schedule 1, Computation of New Mexico Percentage Sch 2, Business Income Apportionment Formula
• Bene Info, New Mexico Beneficiary’s Information
• Fid-CR, Tax Credit Schedule
• FID-PV, Fiduciary Income Tax Payment Voucher
• RPD-41096, Application for Extension of Time to File
• FID-EXT, Fiduciary Income Tax Extension Payment Voucher
• FID-D, Fiduciary Pass-through Entity Withholding Detail Report
• PTW-PV, Pass-through Entity Withholding Detail (PTW-D) Report Tax Payment Voucher
• RPD-41373, Application for Refund of Tax Withheld From Pass-through Entities
• FID-ES, Fiduciary Income Estimated Tax Payment Voucher
• RPD-41353, Owner’s or Remittee’s Agreement to Pay Withholding on behalf of a Pass-through Entity or Remitter
• RPD-41375, NOL Carryforward Worksheet for Fiduciary Income Tax

New York

Individual:

• Form IT-6-SNY, Metropolitan Commuter Transportation Mobility Tax (MCTMT) for START-UP NY
• Form IT-203-F, Multi-Year Allocation Form
• Form IT-237, Claim for Historic Homeownership Rehabilitation Credit
• Form IT-252, Investment Tax Credit for the Financial Services Industry
• Form IT-636, Alcoholic Beverage Production Credit

Fiduciary:

• Form IT-653, Pass-Through Entity Tax Credit

Corporate & S-Corporate:

• Form CT-655, Restaurant Return to Work Credit

Fiduciary & Partnership:

• Form IT-636, Pass-Through Entity Tax Credit
• Form IT-655, Restaurant Return to Work Credit

North Carolina 

Partnership:

• Form NC-PE, Additions & Deductions for PTEs, Estates & Trusts

Fiduciary, Partnership & S-Corporate:

• Schedule NC K-1 Supplemental Schedule

South Carolina

Individual:

• Schedule TC-38, Solar Energy or Small Hydropower System or Geothermal Machinery and Equipment Credit

Corporate:

• Form SC2220, Underpayment of Estimated Tax by Corporations

Corporate & S-Corporate:

• Form SC1120TC, Corporate Tax Credits

E-filing types (21)

• California Individual Amended

• Colorado Individual Amended

• Delaware Corporation

• Delaware Fiduciary

• Delaware Fiduciary Extension

• Delaware Partnership

• Delaware S-Corporation

• Kansas City (MO) Individual Return

• New Mexico Fiduciary Return

• New Mexico Fiduciary Amended

• North Carolina Individual Amended

• Pennsylvania Individual Amended

• Washington DC Corporation

• Washington DC Corporation Amended

• Washington DC Corporation Estimates

• Washington DC Corporation Extension

• Washington DC Franchise Extension

• Washington DC Franchise Return

• Washington DC Partnership

• Washington DC Partnership Amended

• Washington DC Partnership Extension

Enhanced customer support, with one-on-one and self-serve options...

Get product support on your schedule: We know your schedule can be hectic, so now you can request a support appointment or have the support team call you back.

Intelligent voice assistant: We’re helping you get what you need faster with a new listening tool that directs you to self-serve solutions so you don’t have to stay on hold to talk to an agent.

The ProSeries Tax Idea Exchange: Help us make the product enhancements that are important to you. Vote for the ideas you like most, then get updates on their status, whether they are under review, accepted, or implemented. Find it in The Community or search for “Idea Exchange” in Ask ProSeries.

Optional workflow tools: Helping you do even more

Intuit Practice Management. Intuit Practice Management powered by Karbon gives you confidence that everyone in your firm is working on the right projects so nothing falls through the cracks. You get real-time visibility to progress across your practice, all from one place.

Pay-by-Refund: The Pay-by-Refund HomeBase view allows you to see your client's status, next steps, status date, expected refund, funded amount, and funded date.

To make it easier to get started, enrollment forms for new and returning customers are now pre-filled. For added convenience, you can enroll through My Account or within your ProSeries software. Enrollment for all products and banks is already open.

There are two banks choices for tax year 2020: TPG and Refund Advantage. You have the option to enroll in expanded bank offerings like Refund Advances and more.

eSignature: ProSeries Professional is now expanding your options for capturing in-person electronic signatures. You’ll be able to choose virtually any device for in-person and out-of-office eSignatures through DocuSign, or in-person signature pad capabilities.

eSignature is now available for ProSeries Basic. Now all ProSeries customers will be able to offer clients the ease and security of anytime, anywhere digital signatures. Plus, ProSeries is now offering eSignature Unlimited so pros never have to worry about running out.

Hosting: Hosting for ProSeries automatically searches for updates nightly and downloads when they are available, so they are ready for you when you log in the next day. Get up and running with updated software as soon as it is released. No need to download and install using traditional methods. In addition, the improved onboarding experience can get your whole firm up in running in just days.

The available business application add-on (additional cost) allows you to house over 50 supported apps along with ProSeries, so you can move your entire office to the cloud, all in one convenient place. We recently added Citrix Sharefile and are looking to add more in the future. Hosting for ProSeries also now supports EasyACCT.

Firm-level Audit Assistance. We are partnering with Tax Protection Plus to launch a firm-level option for Audit Assistance, giving you the option to add Audit Assistance and ID Theft Protection to every single 1040 client. Enrolled firms simply pay $10 for every filed 1040 return.

Training: Keeping you up to date

Free, live and pre-recorded webinars. Attend live and pre-recorded webinars on topics that matter most to you, at times that work best with your schedule. More than 30,000 pros signed up for webinars last year. New sessions on tax law, ethics, product courses, and more are continually added.

Personalized training portal. Access bite-sized training modules with content that’s recommended just for you.