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/.

The ability to add e-signature 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 and conditions apply. For more information, please visit https://accountants.intuit.com/intuit-sign/.

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.

This information is intended to outline our general product direction, but represents no obligation and should not be relied on in making purchase decisions.

Based on usage data of 12,500 firms of Lacerte Tax in tax year 2024 who transferred K-1 data manually, and approximately took min 6 mins per manual transfer. User experience may vary.

CPE/CE credits available only for live webinars.

The ProSeries trial includes either a ProSeries tax software download or online access to hosted software for tax year 2025. The desktop trial software will not e-file or print. The hosted trial will not save any information. New customers only.