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ProSeries Tax—the smarter, easier way to file tax returns

Prepare, finish, and file tax returns quickly and confidently with easy-to-use software, so you can deliver more for your clients like you never have before


Quick entry sheets

Enter data faster with less scrolling on many forms, such as Schedule D and Schedule K-1. Easily toggle between quick entry mode and form entry mode by typing Ctrl + M.

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Where do I enter

Not sure where to enter certain data in a return? Use this tool for federal 1040, 1065, 1120, and 1120S products to find the right form and field. You can also search by keywords.

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K-1 data import

Automatically transfer data to individual returns.

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Importing from QuickBooks and TXF files

Import financial data directly to ProSeries from key resources, including QuickBooks and TXF (Tax Exchange Format) files.

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More features and tools to save you time

Downloading data from financial institutions

Download your clients’ 1099-B, 1099-INT, and 1099-DIV data directly from participating financial institutions via a website that’s easy for you and your clients to use. It’s fully integrated and included with ProSeries.

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Importing from fixed asset manager

Import assets into various activities in ProSeries, such as Schedule C and Schedule E, directly from ProSeries Fixed Asset Manager.

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Client integration with SmartVault

SmartVault integrates seamlessly with ProSeries to provide a secure and reliable document management system with an integrated client portal. Clients in ProSeries can be imported to SmartVault and returns printed from ProSeries directly to the correct folder in SmartVault, where they are immediately available to the client.

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"Forms" bar

Use this feature to guide your tax return input, locate errors, and fix them fast. This powerful feature can help you be more efficient in locating tax forms and entering data.


Tax return input guidance

Guidance in three places:

  1. Left-side navigation categories of input
  2. Checklist to easily select types of input based on client's situation
  3. Tabs for forms that require input/output


Splitting married filing joint returns

Use this feature to split a married filing jointly individual return into two married filing separately returns for the taxpayer and the spouse. You won’t have to calculate anything by hand, prepare multiple returns, or change the original return.

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Elevate to ProConnect Tax.
It’s in the cloud and anything but Basic.

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