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Intuit ProConnect Tax FAQs

Q: Which tax forms and states are covered?

Intuit ProConnect Tax covers 1040 for federal and all states, as well as 1041, 1065, 1120, 1120s, 990, and 709 for federal and all states.See all forms supported in Intuit ProConnect Tax

Q: Do I need an EFIN number to e-file returns in Intuit ProConnect Tax?

In order to e-file a return, you must have an EFIN number. Both e-file and paper filing are available.EFIN Facts: Providing EFIN Verification to Intuit Before E-filingYou will be required to verify your EFIN with Intuit prior to filing.

Q: Is my personal information and clients' data safe?

Intuit ProConnect uses industry-accepted security techniques to transmit your private data over the internet. Additionally, electronic filing services are provided through the same system used to submit millions of professional- and consumer-filed tax returns every year. If you would like to learn more about Intuit's security practices, you can read more here.

Q: What is Intuit's privacy policy?

Intuit does not share your username and password with anyone. Learn more about Intuit's privacy policy here.

Q: Where will my data be stored with Intuit ProConnect?

The data will be stored on Intuit servers, so you can access it at anytime from anywhere. It's stored on firewall-protected, redundant servers. We protect your information by encrypting it when it’s stored in our systems.

Q: How do I get a copy of my clients’ returns to send to them?

You can save PDF copies of the tax return to your computer, which can also be mailed, printed, or delivered to your clients online.

Q: Can I convert data from previous professional tax software?

Intuit ProConnect Tax offers comprehensive data conversion services from most other competitive tax programs. Data conversion services are free.To convert your data, launch the Intuit ProConnect program and select "Convert Data" from the Tools menu accessed from the gear symbol at the lower left.Learn more about Data Conversion.

Q: How do I find support?

Intuit ProConnect support can be found here.

Which tax forms and states are covered?

Do I need an EFIN number to e-file returns in Intuit ProConnect Tax?

Is my personal information and clients' data safe?

What is Intuit's privacy policy?

Where will my data be stored with Intuit ProConnect?

How do I get a copy of my clients’ returns to send to them?

Can I convert data from previous professional tax software?

How do I find support?

Does using Intuit ProConnect necessitate consent under Code Section 7216?

You may use Intuit's tax preparation products and services to assist you with the preparation and electronic filing of tax returns. "Tax return information" is information that taxpayers provide in order to prepare a tax return using an Intuit tax product. The use and disclosure of tax return information is governed by Section 7216 of the Internal Revenue Code and many state codes and regulations. Intuit discloses or uses tax return information only in accordance with applicable laws, to prepare, assist in preparing, or obtain or provide services in connection with preparing tax returns.

See our complete privacy policy for Intuit products.

The IRS reference addressing Section 7216 is also available on the IRS website.

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Still have questions? Call 844-591-8071 to speak with a product specialist.

- Intuit ProConnect tax returns:
  ProConnect tax returns: All ProConnect tax returns are purchased for a specific tax-year, meaning the taxable period from January 1 through December 31 (“tax year”), and are only accessible for use for such specific Tax Year. Unused tax returns can be used for the specific Tax Year purchased for up to 3 calendar years, so long as User Access is purchased for each calendar year (e.g. unused Tax Year 2025 tax returns may be used for 2025 taxes through December 31, 2028). User Access is required to access functionality in ProConnect services (sold separately). ProConnect Tax returns are credited to the Customer Account Number that purchased them and cannot be transferred to other Intuit accounts.
- Inuit ProConnect Tax Packages:
  Purchases of ProConnect Tax packages for tax year 2025 between 8 AM CT on August 1, 2025, and 6:59 PM CT on Nov. 5, 2025, are eligible to receive a 30% discount off the list price for ProConnect Tax returns, a 20% discount on Quick Employer Forms, and a 20% discount off the list price for 100 or more eSignature envelopes. Packages are customizable and may be eligible for other discounts depending on the customization. Packages require a minimum of one paid User Access and must include the minimum number of returns and eSignatures displayed. User Access can be purchased for additional users. If additional tax returns are needed, the cost is based on the MSRP for the volume tier, and individual and business returns will be calculated separately. eSignature and Quick Employer Forms are each available for purchase separately at the same discounted rate as when purchased in a package. This is a limited-time offer for new Intuit professional tax customers (offer not available to current Lacerte, ProConnect, or ProSeries customers) and may only be claimed once. Offers for the same product cannot be combined. Intuit reserves the right to modify or terminate this offer at any time for any reason in its sole discretion. Call 844-591-8071 to purchase ProConnect Tax packages.
- Save 25% on tax year 2025 ProConnect Tax returns purchased between 8:00 am CT on Nov. 6, 2025, through 6:59 pm CT on Feb. 18, 2026. Savings calculation based on tax year 2025 list price. 25% discount is a limited-time offer for new Intuit professional tax customers (offer not available to current Lacerte, ProConnect, or ProSeries customers) and may only be claimed once. Offers for the same product cannot be combined. Intuit reserves the right to modify or terminate this offer at any time for any reason in its sole discretion. Purchase discounted returns directly from Intuit ProConnect Tax at ito.intuit.com or call 833-603-0130.
- When you buy 25 or more ProConnect individual and/or business returns for tax year 2025, you can receive 100% off the price of the equivalent number of ProConnect returns for tax year 2024, with a maximum of 100 total tax year 2024 returns. Offer available between 8:00 am CT on April 22, 2025, and 6:59 pm CT on October 15, 2025. Offer is available for a limited time for new Intuit professional tax customers (offer not available to current Lacerte, ProConnect, or ProSeries customers) and may only be claimed once. Offers for the same product cannot be combined. Intuit reserves the right to modify or terminate this offer at any time for any reason in its sole discretion. Call a sales consultant at 833-603-0130 to redeem this offer.
- User Access:
  As of January 1, 2025, ProConnect requires purchase of a separate, single user access license (“User Access”) in order to e-file and print tax returns, and to access other features, including reporting, support, IRS transcripts, Intuit Link, Intuit Tax Advisor, and K-1 delivery. Each User Access license is for a single user log-in and only provides access for the purchased calendar year (e.g., January 1, 2025 - December 31, 2025). A minimum of one User Access license must be purchased together with your tax return bank. User Access can be purchased for additional users, as needed. Firms requiring 10 or more users pay a flat fee of $1,049 for User Access. User Access prices are exempt from discounts and promotions.
- Up to 100 free prior-year returns:
  When you buy 50 or more ProConnect individual and/or business returns for tax year 2025, you can receive 100% off the price of the equivalent number of ProConnect returns for tax year 2024, with a maximum of 100 total tax year 2024 returns. Offer available between 8:00 AM CT on April 22, 2025, and 6:59 PM CT on October 15, 2025. Offer is available for a limited time for new Intuit professional tax customers (offer not available to current Lacerte, ProConnect, or ProSeries customers) and may only be claimed once. Offers for the same product cannot be combined. Intuit reserves the right to modify or terminate this offer at any time for any reason in its sole discretion. Call a sales consultant at 833-603-0130 to redeem this offer.
- 10+ return price lock:
  When you buy ten or more returns, you can lock in your tax year 2025 per-return rate for any additional returns you buy for the remainder of the season. After your initial purchase of tax returns, you can later buy additional returns at the same per-return price—no minimum return requirements for later purchases. If you purchase a larger volume of returns in your initial purchase, greater discounts are available.
- Cancellation/refund policy:
  Unused tax returns and User Access purchases may only be canceled and refunded as follows: (i) if you opted to defer payment on an advanced purchase, you may request a refund until five (5) business days after your Deferred Payment Date; or (ii) if you did not defer payment, you may request a refund within five (5) business days of the New Tax Year Release Date or your Payment Date, whichever is later. No other refund requests shall be honored. Used tax returns are not refundable. After the refund period, User Access licenses are not refundable but may be assigned to other users at your firm.
- #1 professional tax software on the cloud:
  US Market Brand Tracking Study (n=1120), Radius Research, Sept 2023. Based on percent of tax preparers who are aware and considering cloud-based tax software.
- Intuit Tax Advisor:
  A paid User Access license for each user of ProConnect Tax is required to create and prepare Intuit Tax Advisor plans. Intuit Tax Advisor is for informational purposes only and should not be construed or relied upon to be legal or tax advice. Any advisory impact is speculative and not guaranteed. Graphics/images are for illustration only. Additional terms and conditions may apply.
- Tax Advisory exclusivity claim:
  Based on publicly available data on tax advisory/planning features from leading professional tax software competitors as of March 1, 2025.
- IRS Transcripts exclusivity claim:
  Based on Intuit internal review of publicly available statements from competitive professional tax software providers as of January 2025.
- G2 claims:
  Based on scores calculated from G2 reviews collected as of Jan. 28, 2025. https://www.g2.com/categories/professional-tax.
- G2 competitive comparison:
  Based off of scores calculated from reviews collected in November 2024: https://www.g2.com/categories/professional-tax.
- Trial information:
  The ProConnect trial includes ProConnect tax software for tax year 2024. The trial access will not allow you to e-file or print, or access other features requiring User Access. New customers only.
- Add-on information:
  Additional terms, conditions, and fees may apply with these optional add-on services.
- QuickBooks Online Accountant:
  available separately.
- SmartVault:
  Terms, conditions, pricing, subscriptions, packages, features, service and support options are subject to change at any time without notice. Third party terms apply.
- eSignature:
  For an additional price. Additional terms, conditions, limitations, and fees apply and are subject to change without notice. The ability to add eSignature fields to all forms and documents, including business forms, has been enabled and 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.
- Quick Employer Forms:
  License of Intuit Quick Employer Forms Accountant for tax year 2025 begins on November 21, 2025 and expires on October 31, 2026. Only customers with a current tax year license will be able to access their Intuit Quick Employer Forms Accountant client data from the prior year. Additional terms, conditions and fees apply. For more information, please visit https://accountants.intuit.com/tax-accounting-workflow-software/generate-client-payroll-w2-1099/.
- Quick Employer Form offer:
  20% off Quick Employer Form for 1 year: 20% discount for one-time purchase of Quick Employer Form for Tax Year 2025 (“QEF”) expires November 5, 2025. Access to QEF forms is November 21, 2025 through October 31, 2026. Additional terms, conditions and fees may apply. For more information, please visit https://accountants.intuit.com/tax-accounting-workflow-software/generate-client-payroll-w2-1099/.
- Terms, conditions, features, availability, pricing, fees, service, and support options are subject to change without notice.