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 bundles for tax year 2026 between 8:00 AM CT on April 18, 2026, and 6:59 PM CT on July 31, 2026, are eligible to receive a 35% discount off the list price for ProConnect Tax returns and a 20% discount on Quick Employer Forms. Bundles are customizable and may be eligible for other discounts depending on the customization. Bundles require a minimum of one paid User Access and must include the minimum number of returns 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. Quick Employer Forms are available for purchase separately at the same discounted rate as when purchased in a bundles. 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 bundles.
- Save 35% on tax year 2026 ProConnect Tax returns purchased between 8:00 am CT on April 18, 2026, through 6:59 pm CT on June 30, 2026. Savings calculation based on tax year 2026 list price. 35% 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.
- 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., Jan. 1 - Dec. 31, 2026). 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 $2,100 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 2026, 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, 2026, and 6:59 PM CT on October 15, 2026. 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.
- 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, 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 software release date for the tax year purchased 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.
- 10+ return price lock:
  When you buy ten or more ProConnect Tax returns through the pay-per-return method with your initial purchase, you can later buy additional returns at the same per-return price for the remainder of the season. No minimum return requirements for later purchases. If you purchase a larger volume of returns in your initial purchase, greater discounts are available.
- 3 free ProConnect Tax returns:
  Get three (3) tax year 2025 individual ProConnect Tax returns and one free tax year 2025 user access fee. Offer available between 8:00 a.m. CT on April 20, 2026, through 6:59 p.m. CT on December 31, 2026. Offer is available for a limited time to new Intuit professional tax customers (offer not available to current Lacerte, ProConnect, or ProSeries customers) who use Intuit Accountant Suite. The offer 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.
- 3 free ProConnect Tax returns:
  Get three (3) tax year 2025 individual ProConnect Tax returns and one free tax year 2025 user access fee. Offer available between 8:00 a.m. CT on April 20, 2026, through 6:59 p.m. CT on December 31, 2026. Offer is available for a limited time to new Intuit professional tax customers (offer not available to current Lacerte, ProConnect, or ProSeries customers) who do 300+ returns. The offer 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.
- #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.
- Client onboarding agent claim:
  Based on publicly available data on agentic AI-driven client onboarding experiences from leading professional tax software competitors as of February 9, 2026.
- Books-to-tax-to-advisory platform exclusivity claim:
  Based on publicly available data on tax advisory/planning features and Intuit Accountant Suite integration from leading professional tax software competitors as of May 1, 2026.
- 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 5, 2026.
- G2 claims:
  Based on scores calculated from G2 reviews collected as of Feb. 17, 2026. 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 2025. The trial access will not allow you to e-file or print, or access other features and functionality requiring a User Access license. 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.
- Intuit Accountant Suite:
  available separately.
- 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/.
- Coming soon:
  This information is intended to outline our general product direction, but represents no obligation and should not be relied on in making purchase decisions.
- Prep for Taxes timesavings claim:
  Based on a survey of tax professionals who used Intuit ProConnect Tax to complete 2024 tax returns for clients and reported time savings using Prep for Taxes in QuickBooks Online Accountant, compared to their previous tax prep method. Survey compiled from July 2024. User experience may vary.
- K-1 package delivery timesavings:
  Based on a survey of tax professionals who used Intuit ProConnect Tax or ProSeries Tax to complete 2024 tax returns for clients and reported time savings using K-1 Packages compared to their previous tax prep method. Survey compiled from July 2024. User experience may vary.
- Intuit Link client portal timesavings claim:
  Based on a survey of tax professionals who used Intuit ProConnect Tax or Lacerte Tax to complete 2024 tax returns for clients and reported time savings using the Intuit Link client portal compared to their previous tax prep method. Survey compiled July 2025. User experience may vary.
- Intuit Sign:
  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/.
- *CPE/CE credits available for live webinars only.
- Terms, conditions, features, availability, pricing, fees, service, and support options are subject to change without notice.