ProSeries Basic 50

(50 returns)

$989

Due today

ProSeries Basic 50

Includes 50 federal 1040s and 50 individual state returns across 2 licensed states.

Single user Business returns (pay-per-return)

How many 1040 returns will you file?

20 returns

Best value for ≤ 25 returns

From $599

($29.95/return)

50 returns

Best value for 26-57 returns

From $989

($19.78/return)

Unlimited returns

Best value for 58+ returns

From $1,799

Have multiple users or filing 15+ business returns? Explore Proseries Professional

Add remote access (via Hosting)

No, thanks

Add remote access

+$80.00/month

Add eSignatures

No, thanks

Add 50 signatures

+$139.50

Add Quick Employer Forms

No, thanks

Add employer forms

~~$370~~ +$299.00

What’s included

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

Core Features

Includes 50 federal 1040s and 50 individual state returns

Additional returns (including business returns) may be purchased on a pay-per-return basis.

Two individual states included

Varies by plan:

Basic 20 - 1 state

Basic 50 - 2 states

Basic Unlimited - 4 states

You may file individual returns for additional states using pay-per-return pricing.

Choose two states for the season. State 1040 filings in those two programs draw from your 50-state pool. Additional states are available via pay-per-return.

Single-user access

To add more users, upgrade to ProSeries Professional.

Runs on Microsoft Windows

Store data and software locally on your PC’s hard drive. Using a Mac or Chromebook? Adding Hosting (separate subscription) enables you to run ProSeries Basic on any operating system.

Data conversion

Easily convert client data from your previous software

Use the ProSeries Tax Data Conversion Wizard to quickly upload and convert client data. Prefer hands-on help? Our EasyStart team can guide you every step of the way. 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

Don't see your software? You can still move quickly—create clients and use available imports (e.g., QuickBooks/TXF), or get EasyStart to guide setup

Client intake and data import

Intuit Link client portal (included)

Send organizers and document requests, see what’s received, and nudge clients securely.

Financial data import

Import supported W-2/1099 and other financial data from participating providers to reduce manual entry.

Forms and Coverage

1040 + common schedules

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

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

Need to file a few business returns or complex 1040s? File using ProSeries Professional (access is included with your Basic purchase; no extra license required) and pay-per-return (billed at filing).

Prior-year support

E-file the current year and two prior years (when allowed by IRS and/or individual state policy).

Workflow and Speed

Form and topic search (Where do I enter data?)

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.

Form-based data entry

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

Review checklists and notes

Use built-in checklists, sticky notes, and flags to streamline the process from preparation to review.

E-file and Diagnostics

E-file included

Transmit federal and state returns within your selected return package at no extra e-file fee.

E-file Center tracking

See acknowledgments, rejections, and statuses in one place; fix errors and resubmit quickly.

Real-time diagnostics

Field-level checks flag missing data, math issues, and common rejection causes with easy-to-understand instruction.

PDF attachments and forms

Attach required statements and elections to keep filings complete.

Integrations and add-ons 

eSignature (add-on)

Request and track Form 8879/8878 signatures with Knowledge-Based Authentication (KBA) when required—without leaving ProSeries.

Pay-per-return (PPR) in ProSeries Professional

ProSeries Basic users may download ProSeries Professional at no additional cost to purchase business returns and/or extra individual returns on a pay-per-return basis.

Remote access (Hosting)

Run ProSeries Basic in a managed cloud environment for access from anywhere and IT offload.

Security, system and support 

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.

Runs on Microsoft Windows

Store data and software locally on your PC’s hard drive. Using a Mac or Chromebook? Adding Hosting (separate subscription) enables you to run ProSeries Basic on any operating system.

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.

Compare plans at a glance

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

Features	Basic	Professional
Number of users	Single user only	Unlimited users
Number of states included	1–4 states Varies by plan: Basic 20 - 1 state Basic 50 - 2 states Basic Unlimited - 4 states You may file individual returns for additional states using pay-per-return pricing.	Unlimited states
Business returns support	Pay-per-return only	Bundles and Pay-per-return
Cloud hosting (remote-access)	Add-on available*	Add-on available*
eSignature integration	Add-on available*	Add-on available*
edIndividual returns support	Standard 1040 forms	Handles complex 1040s (NOL, Multi-state, 1040-NR)
Client advisory tools	Limited tax planning	Advanced tax planning: Client Advisor, Client Checklist, Client Presentation
Client analyzer and missing info finder	Basic diagnostics	Client analyzer and missing info finder
Secure client portal  (Intuit Link)
Automated K-1 and trial balance import
Advanced advisory and tax planning tools
Client analyzer for practice-wide insights

* Additional fees apply.

Frequently asked questions

Get answers to your important questions about ProSeries tax software.

Will my prior-year software convert—and where’s the supported list on this page?

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

How long does conversion actually take (typical vs. big batches)?

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

Is EasyStart required or optional—and what exactly is included?

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

Can I file complex 1040s or any business returns with ProSeries Basic?

Yes. Basic handles standard 1040s. For Professional-only items (e.g., 1040-NR, NOL, at-risk, certain foreign income) and all business returns (1120/1120S/1065/1041/990), open the client’s return in ProSeries Professional and file pay-per-return (PPR)—no extra license required.

What are the pay-per-return (PPR) rates for extra 1040s, extra state returns, and business modules?

When you need more than your plan includes, you are billed per-return at filing. To see per-return rates,

How are returns counted and which states are included?

There are two counters—federal and state; each filed federal 1040 reduces the federal balance by one, and each filed state 1040 reduces the state balance by one, with multi-state clients counting once per state (e.g., GA + NC = 1 federal, 2 state).

What years can I E-file (federal and state returns) and are there any exceptions?

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.

Do returns expire or carry over?

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).

I don’t use a Microsoft Windows computer—can I use ProSeries with Hosting?

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.

Is technical support included?

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

- Additional limitations may apply. Terms and conditions, features, support, pricing and service options vary for ProSeries Professional and Basic products and are subject to change without notice. For more details, visit https://accountants.intuit.com/proseries/.
- eSignature:
  The ability to add eSignature fields to all forms and documents, including business forms, is designed to be used at the preparer’s discretion. Per the current IRS Guidelines, electronic signatures are only accepted for the Individual Modules. Please review IRS Publication 4163 and PMTA-2018-08 for more detail. It is your responsibility to keep updated and compliant on which forms can be used/recognized in connection with federal and state e-file tax returns and authorizations. Additional terms, conditions and fees apply. For more information, please visit https://accountants.intuit.com/esignature/.
- Knowledge based authentication (KBA):
  Knowledge based authentication, also known as KBA, is an identity verification measure that requires end users to establish their identities through the use of specific security questions. The e-signature option is only available to taxpayers e-filing their tax returns through an Electronic Return Originator (ERO), who uses software that provides identity verification and e-signature functionality. To meet e-signature requirements, the ERO must be able to record the taxpayer’s name, social security number, address and date of birth electronically for identity verification purposes. As part of identity verification, the software may create what is known as a “soft inquiry” in the credit reporting industry. A soft inquiry is not a credit check, although it is conducted by a credit reporting company that uses information from the taxpayer’s credit report to generate knowledge-based authentication questions. Typically, the knowledge-based authentication questions address the taxpayer’s personal and financial history. These are usually multiple-choice questions such as the name of their mortgage lender, type of car financed, a former address or phone number. The taxpayer is expected to answer the questions correctly. Taxpayers who cannot complete the identity verification check cannot use e-signature. Ordinarily, knowledge based authentication is not mandatory for envelopes which do not contain Form 8878 or 8879 or their state equivalents.
- Refund policy::
  If you are not satisfied with your Intuit ProSeries tax software (the “Software”) for any reason and you are a new customer with respect to the purchased Software, we’ll refund the purchase price you paid so long as you request a refund before the Software release date (typically in November), or within 30 days of your Software purchase date, whichever date is later. If you purchase after the Software release date (typically in November), you have 5 business days to request a refund. In order to request a refund, contact the Intuit sales agent that sold you the Software. If you are unsure of who your agent is, contact Sales at 833-671-5194. See full refund policies for ProSeries here.
- Packages:
  ProSeries plans and add-on products or services (e.g. eSignature and hosting) are each available for purchase separately at the same price as when purchased in a package. Should you have any questions regarding the pricing of individual items versus the package, please do not hesitate to contact our Sales Consultants at 1-844-321-9734.
- Hosting:
  Hosting for Intuit ProSeries powered by Rightworks is a monthly add-on subscription service offered for Intuit ProSeries Professional and Basic packages. Basic packages are only available for the Solo plan. If you purchase Hosting for Intuit ProSeries, a separate ProSeries network license is required for accounts with 2 or more users. Additional terms, conditions and limitations apply. Pricing, features, service and support options are subject to change at any time without notice. For more information, please visit https://accountants.intuit.com/desktop-hosting/.
- Rightworks Data Security:
  Rightworks performs backups of all hosted data on a nightly basis and retains the back-ups for a rolling 90-day period in a protected offsite facility as an additional level of protection. There is no limitation to the size of a customer's back-up. Customers are responsible for verifying the integrity of ‌hosted data at least every 90 days. Rightworks employs Snapshot technology to backup customer data. Snapshots are taken daily and then replicated to another physical Rightworks facility for Disaster Recovery.
- Rightworks uses top-tier data centers and multiple layers of redundancy within its infrastructure to provide 24x7 availability. However, availability can vary, is subject to occasional downtime, and may change without notice. Rightworks encrypts all backup files and backup tapes. Virtual desktop connections are protected via TLS with a minimum of 128-bit encryption and authentication. Each customer has a unique Rightworks virtual desktop. Access to each Intuit ProSeries or Intuit Lacerte company file is controlled at multiple layers including file access permissions. Access is locked out after multiple failed login attempts for the same user. Security features, functionality, and access are subject to change without notice as deemed necessary by Rightworks. Availability can vary and are subject to occasional downtime and may change without notice. Click here for a list of compatible devices.
- © 2025 Intuit Inc. All rights reserved. Intuit, the Intuit logo, and ProSeries are trademarks of Intuit Inc., registered in the U.S. and other countries.

ProSeries Basic 50

ProSeries Basic 50

How many 1040 returns will you file?

Add remote access (via Hosting)

Add eSignatures

Add Quick Employer Forms

Per-return rates — billed when you file

Individual 1040 / 1040NR Returns

State Individual Returns

Federal Business Modules

State Business Modules

Federal Estate Returns: 706

Federal Gift Tax Returns: 709

Client Organizer

Tax Scan and Import

Foreign Bank Report Form

Lower your costs

Work from anywhere and keep the full ProSeries power you're used to

Easy signatures. Easier filing.

Streamlined W-2s and 1099s for every client.

What’s included

Includes 50 federal 1040s and 50 individual state returns

Two individual states included Varies by plan: Basic 20 - 1 state Basic 50 - 2 states Basic Unlimited - 4 states You may file individual returns for additional states using pay-per-return pricing.

Take a closer look at how it works

Compare plans at a glance

1–4 states Varies by plan: Basic 20 - 1 state Basic 50 - 2 states Basic Unlimited - 4 states You may file individual returns for additional states using pay-per-return pricing.

Frequently asked questions

Two individual states included

Varies by plan:

Basic 20 - 1 state

Basic 50 - 2 states

Basic Unlimited - 4 states

You may file individual returns for additional states using pay-per-return pricing.

1–4 states

Varies by plan:

Basic 20 - 1 state

Basic 50 - 2 states

Basic Unlimited - 4 states

You may file individual returns for additional states using pay-per-return pricing.