{"id":21700,"date":"2020-11-18T08:00:05","date_gmt":"2020-11-18T14:00:05","guid":{"rendered":"https:\/\/taxprocenter.proconnect.intuit.com\/?p=21700"},"modified":"2021-01-08T08:12:56","modified_gmt":"2021-01-08T14:12:56","slug":"whats-new-in-proseries-tax-2020","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/proconnect\/whats-new-in-proseries-tax-2020\/","title":{"rendered":"What&#8217;s new in ProSeries\u00ae Tax 2020"},"content":{"rendered":"<p>Thanks to your feedback, we\u2019ve made Intuit\u00ae <a href=\"https:\/\/proconnect.intuit.com\/proseries\/\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\">ProSeries\u00ae Tax<\/a> better than ever. From smart security features to all-new e-file capabilities, you can count on ProSeries to help make this tax year the best it can be.<\/p>\n<p><b>Installation instructions<\/b><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-21824\" src=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2020\/10\/ProSeries-Installation-2020.jpg\" alt=\"ProSeries Installation 2020\" width=\"546\" height=\"344\" srcset=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2020\/10\/ProSeries-Installation-2020.jpg 546w, https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2020\/10\/ProSeries-Installation-2020.jpg?resize=150,95 150w, https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2020\/10\/ProSeries-Installation-2020.jpg?resize=300,189 300w\" sizes=\"auto, (max-width: 546px) 100vw, 546px\" \/><\/p>\n<p><b>Returning ProSeries Professional and ProSeries Basic customers:<\/b> Go to the Help menu in your tax year 2019 software and select <i>Download Next Year\u2019s ProSeries<\/i> for easy installation. <a href=\"https:\/\/proconnect.intuit.com\/community\/install-products\/help\/how-to-download-next-year-s-proseries-product\/00\/5310\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\">View detailed instructions<\/a><\/p>\n<p><b>First-year ProSeries Professional and ProSeries Basic customers:<\/b> Log in to My Account and download ProSeries 2020 using the download link on your dashboard. <a href=\"https:\/\/proconnect.intuit.com\/community\/accounting\/help\/how-to-download-and-install-proseries-as-a-stand-alone\/00\/5336\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\">View detailed instructions<\/a><\/p>\n<p><b>Customers with <\/b><a href=\"https:\/\/proconnect.intuit.com\/desktop-hosting\/\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\"><b>Hosting for ProSeries<\/b><\/a><b>:<span class=\"Apple-converted-space\">\u00a0<\/span><\/b><\/p>\n<p>Log in to <a href=\"https:\/\/myaccount.rightnetworks.com\/\" target=\"_blank\">My Account<\/a>. Select Users under Account Name, then click on the user\u2019s name to access applications. Select 2020 ProSeries Tax, then click Install App. See <a href=\"https:\/\/proconnect.intuit.com\/community\/intuit-account\/help\/intuit-hosting-onboarding-and-setup-guide\/00\/6535\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\">instructions<\/a>.<span class=\"Apple-converted-space\">\u00a0<\/span><\/p>\n<p><b>Product enhancements: Helping you focus on your clients<\/b><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-21826\" src=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2020\/10\/Database-ProSeries-2020.jpg\" alt=\"Database ProSeries 2020\" width=\"640\" height=\"371\" srcset=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2020\/10\/Database-ProSeries-2020.jpg 657w, https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2020\/10\/Database-ProSeries-2020.jpg?resize=150,87 150w, https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2020\/10\/Database-ProSeries-2020.jpg?resize=300,174 300w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/p>\n<p><b>Database replacement: <\/b>To ensure you get alerts when you need them, we\u2019ve delivered platform enhancements and an upgraded database to help deliver higher quality and reliability in ProSeries in tax year 2020 and beyond.<span class=\"Apple-converted-space\">\u00a0<\/span><\/p>\n<p><b>Better filtering options for heightened efficiency: <\/b>For tax year 2020, you will be able to drill down with multiple column filters and search functionality to locate single return or group of returns.<\/p>\n<p><b>Improved stability: <\/b>We\u2019re making ProSeries more reliable by studying the issues that generate the most calls from customers like you. Plus, you can access helpful articles when you get an error message if you prefer to troubleshoot the issue on your own.<span class=\"Apple-converted-space\">\u00a0<\/span><\/p>\n<p><b>Print Preview (new for ProSeries Basic): <\/b>Now, you can preview a return and select only the pages you want to print.<span class=\"Apple-converted-space\">\u00a0<\/span><\/p>\n<p><b>Smarter forms bar (coming soon): <\/b>The forms bar now gives you the ability to filter \u2013 for example, looking at certain sections within the form.<\/p>\n<p><b>EFIN verification and security (coming soon):<\/b> To help you save time, ProSeries will offer improved EFIN validation to reduce the number of data mismatch issues you experience.<span class=\"Apple-converted-space\">\u00a0<\/span><\/p>\n<p><b>New e-file capabilities: Boosting your efficiency<\/b><\/p>\n<p>New e-file is now available for the following:<\/p>\n<p><strong>1040X:<\/strong><\/p>\n<ul>\n<li>The IRS now allows e-file for amended returns and support functionality.<\/li>\n<\/ul>\n<p><strong>Amended returns (4):<\/strong><\/p>\n<ul>\n<li>Wisconsin Individual (1)<\/li>\n<li>Indiana S-Corporation and Partnership (2)<\/li>\n<li>New Mexico Corporate (1)<\/li>\n<\/ul>\n<p><strong>Returns (8):<\/strong><\/p>\n<ul>\n<li>Arizona Corporate, S-Corporation, and Partnership (3)<\/li>\n<li>Hawaii Corporate (1)<\/li>\n<li>Mississippi Corporate, S-Corporation, and Partnership (3)<\/li>\n<li>New Mexico Corporate (1)<\/li>\n<\/ul>\n<p><b>Community: Listening to your ideas<\/b><\/p>\n<p><b>ProSeries Tax Idea Exchange: <\/b>Now you can <a href=\"https:\/\/proconnect.intuit.com\/community\/proseries-tax-idea-exchange\/idb-p\/603\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\">share your ideas<\/a> with us and get updates on their status \u2013 under review, accepted, or implemented.<\/p>\n<p><b>Customer support: Providing one-on-one and self-serve assistance<br \/>\n<\/b><\/p>\n<p><b>Intelligent voice assistant: <\/b>When you call us for help, a new listening tool will be able to route your call to the right agent much more quickly.<span class=\"Apple-converted-space\">\u00a0<\/span><\/p>\n<p><b>Tool hub application: <\/b>The tool hub enables you to quickly resolve common program issues and errors, so you can get back to serving your clients.<span class=\"Apple-converted-space\">\u00a0<\/span><\/p>\n<p><b>Optional workflow tools: Helping you do even more<\/b><\/p>\n<p><b>Intuit Practice Management.<\/b> <a href=\"https:\/\/proconnect.intuit.com\/practice-management\/\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\">Intuit Practice Management<\/a> powered by Karbon gives you confidence that everyone in your firm is working on the right projects so nothing falls through the cracks. You get real-time visibility to progress across your practice, all from one place.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-21817\" src=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2020\/11\/IPM-2020.jpg\" alt=\"IPM 2020\" width=\"546\" height=\"365\" srcset=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2020\/11\/IPM-2020.jpg 546w, https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2020\/11\/IPM-2020.jpg?resize=150,100 150w, https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2020\/11\/IPM-2020.jpg?resize=300,201 300w\" sizes=\"auto, (max-width: 546px) 100vw, 546px\" \/><\/p>\n<p><b>Pay-by-Refund<\/b>: The <a href=\"https:\/\/proconnect.intuit.com\/pay-by-refund\/\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\">Pay-by-Refund<\/a><b> <\/b>HomeBase view allows you to see your client&#8217;s status, next steps, status date, expected refund, funded amount, and funded date.<\/p>\n<p>To make it easier to get started, enrollment forms for new and returning customers are now pre-filled. For added convenience, you can enroll through My Account or within your ProSeries software. Enrollment for all products and banks is already open.<\/p>\n<p>There are two banks choices for tax year 2020: TPG and Refund Advantage. You have the option to enroll in expanded bank offerings like Refund Advances and more.<\/p>\n<p><a href=\"https:\/\/proconnect.intuit.com\/esignature\/\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\"><b>eSignature<\/b><\/a><b>:<\/b> ProSeries Professional is now expanding your options for capturing in-person electronic signatures. You\u2019ll be able to choose virtually any device for in-person and out-of-office eSignatures through DocuSign, or in-person signature pad capabilities.<\/p>\n<p>eSignature is now available for ProSeries Basic. Now all ProSeries customers will be able to offer clients the ease and security of anytime, anywhere digital signatures. Plus, ProSeries is now offering eSignature Unlimited so pros never have to worry about running out.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-21827\" src=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2020\/10\/eSignature-ProSeries-2020.jpg\" alt=\"eSignature ProSeries 2020\" width=\"640\" height=\"466\" srcset=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2020\/10\/eSignature-ProSeries-2020.jpg 657w, https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2020\/10\/eSignature-ProSeries-2020.jpg?resize=150,109 150w, https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2020\/10\/eSignature-ProSeries-2020.jpg?resize=300,218 300w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/p>\n<p><b>Hosting: <\/b><a href=\"https:\/\/proconnect.intuit.com\/desktop-hosting\/\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\">Hosting for ProSeries<\/a> automatically searches for updates nightly and downloads when they are available, so they are ready for you when you log in the next day. Get up and running with updated software as soon as it is released. No need to download and install using traditional methods. In addition, the improved onboarding experience can get your whole firm up in running in just days.<\/p>\n<p>The available business application add-on (additional cost) allows you to house over 50 supported apps along with ProSeries, so you can move your entire office to the cloud, all in one convenient place. We recently added Citrix Sharefile and are looking to add more in the future. Hosting for ProSeries also now supports <a href=\"https:\/\/proconnect.intuit.com\/easyacct\/\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\">EasyACCT<\/a>.<\/p>\n<p><b>Firm-level Audit Assistance<\/b>. We are partnering with Tax Protection Plus to launch a firm-level option for <a href=\"https:\/\/proconnect.intuit.com\/audit-assistance\/\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\">Audit Assistance<\/a>, giving you the option to add Audit Assistance and ID Theft Protection to every single 1040 client. Enrolled firms simply pay $10 for every filed 1040 return.<\/p>\n<p><b>Training: Keeping you up to date<\/b><\/p>\n<p><b>Free, live and pre-recorded webinars. <\/b>Attend <a href=\"https:\/\/proconnect.intuit.com\/training\/proseries\/\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\">live and pre-recorded webinars<\/a> on topics that matter most to you, at times that work best with your schedule. More than 30,000 pros signed up for webinars last year. New sessions on tax law, ethics, product courses, and more are continually added.<\/p>\n<p><b>Personalized training portal. <\/b>Access <a href=\"https:\/\/myproconnect.intuit.com\/\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\">bite-sized training modules<\/a> with content that\u2019s recommended just for you.<\/p>\n<p><b>COVID-19 resources.<\/b> Quickly find the latest information you and your clients need on our newly redesigned <a href=\"https:\/\/proconnect.intuit.com\/coronavirus\/\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\">COVID-19 resource center<\/a>.<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>From smart security features to all-new e-file capabilities, you can count on ProSeries\u00ae Tax to help make this tax year the best it can be.<\/p>\n","protected":false},"author":144648997,"featured_media":21701,"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":[646041790],"class_list":["post-21700","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-proconnect","tag-proseries"],"header_image":"","yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.3 (Yoast SEO v27.6) - 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