{"id":17855,"date":"2019-12-09T08:00:08","date_gmt":"2019-12-09T14:00:08","guid":{"rendered":"https:\/\/taxprocenter.proconnect.intuit.com\/?p=17855"},"modified":"2019-12-02T08:22:42","modified_gmt":"2019-12-02T14:22:42","slug":"whats-new-in-proseries-2019","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/proconnect\/whats-new-in-proseries-2019\/","title":{"rendered":"What\u2019s New in ProSeries\u00ae 2019"},"content":{"rendered":"

The Tax Cuts and Jobs Act<\/a> brought a lot of changes, especially for tax year 2018. While you\u2019ve been focusing on helping your clients navigate those changes, we\u2019ve been hard at work making key improvements to make our tax preparer software, Intuit\u00ae ProConnect\u2122 ProSeries<\/a>\u00ae, better than ever. From behind-the-scenes upgrades that accelerate overall performance, to big steps in e-file coverage, continued strong support for tax reform and new features such as hosting, you can count on ProSeries to help make this your best tax year yet.<\/p>\n

In addition to 121 new forms and 69 new e-file capabilities, check out some of the new features and productivity enhancement we\u2019ve added to ProSeries. Here\u2019s an overview of some of the top enhancements you can expect in your tax business software:<\/p>\n

E-file locked returns:<\/b> In ProSeries Professional and ProSeries Basic, you can now file confidently with the ability to lock returns; as a result, calculations will not change. If you lock the return and ProSeries detects calculation updates, you\u2019ll get a notification to give you the control to decide when to make any changes and e-file. The return will not be e-filed until you and your client are ready.<\/p>\n

Undo\/Redo:<\/b> With the new undo\/redo feature in ProSeries Professional and ProSeries Basic, you can quickly undo data entry mistakes and more easily run scenarios for your clients. Simply click to undo previously entered data, and choose the option to revert to using the redo function.<\/p>\n

Date control on letters and invoices: <\/b>In ProSeries Professional, now you can simply click to decide which date displays on client letters and invoices. Whether you want it to reflect the e-file date or any date of your choice, you\u2019re in control. Customize for each return using checkboxes on the Client Status worksheet, or use the global option to set every e-filed return to reflect the e-file acceptance date.<\/p>\n

\"PS<\/p>\n

\"PS<\/p>\n

Multiple client letters:<\/b> In ProSeries Professional, choose from 18 new standard client letters, including a standard engagement letter, amendment letter, client letter in Spanish and privacy statement for 1040 clients. For business clients, access the standard client letter, plus a standard engagement letter and a privacy statement.<\/p>\n

New eSignature experience:<\/b> The best way to sign and collect eSignature<\/a> just got better with four new eSignature enhancements, including an improved dashboard to track status in real time, the ability to get signature for any form or document, optional authentication for forms other than 8878 and 8879, and the functionality to collect remote or in-person signatures with a tablet or device in the office.<\/p>\n

\"eSignature<\/p>\n

New Intuit hosting for ProSeries:<\/b> Access ProSeries anytime, anywhere, on any device with cloud hosting<\/a> backed by Intuit. Cut down on server costs, IT maintenance hassles, security concerns and risk of data loss. Rest assured with built-in data protections, automatic backups and 99.9 percent uptime for strong reliability.<\/p>\n

Pay-by-Refund enhancements:<\/b> You can now use the one-stop convenience of enrolling for Pay-by-Refund anytime in My Account. The new streamlined process means you no longer have to wait to enroll, and it\u2019s easier than ever with fewer steps and one-stop convenience.<\/p>\n

In addition, Pay-by-Refund in ProSeries Professional now has signature pad integration. Now, you can collect digital signatures in person from your Pay-by-Refund clients using a signature pad (sold separately). You no longer have to waste time, paper, printer toner and storage space. Keep all Pay-by-Refund and e-filing paperwork organized at your fingertips with a digital signature pad integrated with ProSeries.<\/p>\n

Read more about these updates and additional enhancements<\/a>. Be sure to visit your Personalized Training Portal<\/a>, where you will find bite-sized training modules with content, videos and webinars about these features and more.<\/p>\n","protected":false},"excerpt":{"rendered":"

In addition to 121 new forms and 69 new e-file capabilities, check out some of the new features and productivity enhancement we\u2019ve added to ProSeries\u00ae 2019.<\/p>\n","protected":false},"author":144648918,"featured_media":10756,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rkv_browse_by_id":0,"rkv_cta_id":0,"rkv_optimize_for_pagespeed":false,"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"useModifiedDate":false,"customPublishDate":"","_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false},"categories":[507994156],"tags":[9857351],"intuit_collection":[],"intuit_series":[],"coauthors":[646041700],"class_list":["post-17855","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-proconnect","tag-proseries"],"header_image":"","yoast_head":"\nWhat\u2019s New in ProSeries\u00ae 2019 - 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