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ProSeries 1040 Essentials

$2,605.00

Due today

ProSeries 1040 Essentials

Includes unlimited federal 1040 and state returns across all licensed states.

One user included
While there is no user limit, a Network License (add-on) is required to enable simultaneous user access.
 Business returns (pay-per-return) Unlimited 1099 and W2 filing
ProSeries 1040 Essentials Product Visual

Add Hosting (remote access)

Secure, remote access with nightly backups and automatic updates.
Select a hosting tier

Multi-user access requires ProSeries network licensing, purchased separately.

Add Fixed Asset Manager

Track assets year-round and automate depreciation within ProSeries.
Select Fixed Asset Manager option

What’s included

ProSeries has everything you need to file straightforward to moderately complex returns.

Unlimited federal 1040 and individual state returns (for the current tax year)

Prepare individual state 1040 returns for all available states, subject to e-file support. Form 1040-NR and business returns aren’t included, but are available on a pay-per-return basis.

Single-user access

While there is no user limit on ProSeries, firms must purchase a Network License (separate add-on) to enable simultaneous user access to client files within ProSeries. This allows your firm to share and synchronize client files from one common location.

Digital signatures included

With Intuit Sign, you can send and track document signature requests within ProSeries with no additional purchase. For your convenience, IRS-compliant KBA verification (required for all first-year clients) is built right into Intuit Sign—no extra steps needed.*

Quick Employer Forms included

Create and e-file an unlimited amount of W-2s, 1099s, and other common employer wage and information forms, subject to current-year form availability.

Form-based data entry

Enter data directly on familiar IRS/state forms with line-by-line guidance.

Runs on Microsoft Windows

Store ProSeries and client data on your Windows PC, or purchase a Network License (separate add-on) to let your firm store and share client files from one common office location. Optional Hosting lets you access ProSeries from compatible Windows and Mac devices.

1040 and common schedules


Prepare individual returns with the schedules and worksheets most solo preparers use (A, B, C, D, E, SE, HSA, credits, and more).

Investment income and K-1 support for individual returns

Enter common investment income and Schedule K-1 information received from partnerships, S corporations, or trusts, and report it accurately on the Form 1040.

Business returns and advanced 1040s (pay-per-return)

Need to file a few business returns or complex 1040s? Add them as needed and pay per return (billed at filing).

Prior-year support

E-file returns for the current year and two years back, for all federal and state returns that are supported for electronic filing.

Easily convert client data from your previous software

Use the ProSeries Tax Data Conversion Wizard to quickly upload and convert client data. Our data conversion process supports the following software and modules:

Software 1040 1065 1120 1120S Converted items
ATX ✓ ✓ ✓
✓
View
CrossLink ✓
      View
Drake ✓ ✓ ✓
✓
View
Lacerte ✓
✓ ✓
✓
View
ProSystem fx ✓ ✓
✓
✓ View
TaxAct ✓
      View
TaxSlayer ✓
      View
TaxWise ✓
✓ ✓
✓
View
UltraTax CS ✓ ✓ ✓
✓ View

EasyStart help (optional)

Want hands-on guidance? EasyStart can help you through setup and conversion.

Don’t see your software?

You can still move quickly—create clients and use available imports (such as QuickBooks and Tax Exchange Format files), or get EasyStart to guide setup.

“Where do I enter?” search bar (form and topic search)

Type a topic and jump straight to the right form, worksheet, or input.

HomeBase dashboard

Track client status, filter by tasks, and batch actions from a single list.

Quick Entry or Forms mode

Work the way you prefer—toggle between quick-entry sheets and forms mode as you prep.

QuickZoom drill-down

Click into supporting details fast so you can review and troubleshoot without hunting.

Review tools and client-facing utilities

Use Client Checklist, Client Presentation, Client Advisor, Tax Planner, and built-in notes to streamline prep, review, and client conversations.

Tax-planning tools

Get a better understanding of your client base with Client Analyzer , which breaks down groups of clients by return type, in order to identify opportunities and create custom tax plans for clients. Use Client Presentation to organize findings into a polished, easy-to-understand information packet.

Intuit Link client portal

Send organizers (such as Client Checklist), request documents, and track what’s received and what’s still outstanding in one secure place.

Financial data import

Import W-2s, 1099s, and other supported tax data from participating providers—including over 275 financial institutions—to reduce manual entry.

Carryforward and prior-year transfer

Bring forward prior-year ProSeries client data and convert eligible prior-vendor data to speed up first-year setup.

Client Checklist

Create a list of items needed for this year's return, based on last year's return. An encrypted version of the list can be emailed.

E-file included (supported forms)

E-file eligible federal and/or state returns as supported by the IRS and each state; availability varies by form and current-year program rules.

Track e-filed returns in one place

See submission status and stay on top of what’s accepted vs. what needs attention—without hunting through client files.

Diagnostics with click-to-fix navigation

Flag missing and/or invalid entries and jump straight to the fields that need attention—so issues (including rejected entries) take less time to resolve.

QuickBooks Accountant import (when supported)

Import data from QuickBooks Accountant Desktop and supported TXF (Tax Exchange Format) files to reduce re-keying and speed setup.

K-1 import

Transfer supported partnership, S corporation, and fiduciary tax data into individual returns or between supported business returns.

Hosting for secure remote access (optional add-on)

Work from anywhere by running ProSeries in an encrypted hosted environment (additional cost; setup and multi-user needs vary).*

Data control

Store returns locally or in your approved hosted environment; you manage backups and retention.

Secure client exchange

Intuit Link uses encrypted transfer and account-level protections for documents and organizer data.

Onboarding and help

Get started fast with Easy Start data conversion and onboarding support, plus access on-demand training, practical tools, and expert tips to work confidently all season long.

Take a closer look at how it works

Each feature is designed to streamline processes and help you file client returns quickly and confidently.

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Compare plans at a glance

See what’s included in each plan to determine what’s best for your firm.

Features

Professional

Basic

Buying model

Choose a set volume or unlimited returns (individual and/or business)

Choose a bundle of 20, 50, or unlimited individual returns

Return types

Individual (1040)

State returns

Forms 1120, 1120-S, 1065, 1041, 990, 706

Forms 709, 1040-NR

Team and workflow

User access

Multi-user

Single-user

Intuit Sign

Integrated digital signatures and knowledge-based authentication for all tax clients included with no additional charge.

NEW

Unlimited 1099 and W-2 filing

Create, e-file, and print W-2 and 1099 forms for your firm and small-business clients, with bulk e-file support.

Available add-on

Available add-on

Missing Client Information utility

Flag missing client details as you prepare the return so you can catch gaps earlier and keep reviews moving.

Client Analyzer

Identify groups of clients affected by tax changes or common scenarios so you can prioritize outreach and planning.

K-1 data import

Transfer K-1 data from completed business returns into the 1040 to reduce re-entry and speed up owner returns.

Advanced batch tools

Run repeat tasks across multiple client files from HomeBase to save time on high-volume workflows.

Infrastructure

Desktop installation

Cloud hosting option

Enjoy the flexibility of remote access, real-time collaboration, and top-notch security on any device.*

Available add-on

Available add-on

Automatic updates

Client tools

Client Checklist

Create a personalized checklist from the prior-year 1040 so clients know exactly what to send before prep begins.

Client Advisor

Surface client-specific tax planning recommendations you can review and share to make advisory conversations more relevant.

Intuit Link client portal

Bank products

E-file

Choose Professional
Choose Basic

Frequently asked questions

Get answers to your important questions about ProSeries tax software.

Yes. The in-product Data Conversion Wizard converts from select tax products; the supported software and modules table appears in the Data Conversion section.

Most conversions finish the same business day. Large batches may take longer depending on the vendor.

Optional. EasyStart gives guided onboarding—checklists, training pointers, and help verifying EFIN/e-file setup. The Data Conversion Wizard still performs the conversion.

You can E-file for the current year and up to two prior years, when allowed by the IRS and state policy. Availability varies by state/form.

Included returns apply to the current tax-year program and don’t carry over to the next season. A return only counts when you file (federal and state returns are counted separately).

Yes. Add Hosting (purchased separately) to run ProSeries via a secure remote desktop—regardless of your computer’s operation system—and enjoy the same features with encrypted sessions and nightly backups. Without Hosting, ProSeries runs on Windows.

Yes. Users may access support year round, with extended hours during peak season, plus in-product and online resources.