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Installing and unlocking older versions of ProSeries

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Installing and unlocking older versions of ProSeries

Before you start:

  • Tax year 2005 and prior are no longer available.
  • Tax year 2006-2014 are available for download and will no longer require licensing or payment to use. Simply install the unlock patch to use the product.
  • For tax years 2006-2014 when you install the product it will only install the Federal 1040 return. Additional Federal and State returns can be added after installation.
  • For tax years 2006-2013 complete all three steps below.
  • For tax year 2014 see Special Instructions for 2014 below.

Step 1: Download and install ProSeries:

  1. Click on the download link to start downloading the program:
    Tax year ProSeries Professional ProSeries Basic Quick Reference Guide
    2006 Download Download Download
    2007 Download Download Download
    2008 Download Download Download
    2009 Download Download Download
    2010 Download Download Download
    2011 Download Download Download
    2012 Download Download Download
    2013 Download Download Not available
  2. When the download is complete click on the file to begin the installation.
  3. Click the Next button.
  4. Check the I accept the terms of the license agreement button and click Next.
  5. Choose the Installation type.
  6. Click the Next button on the Select Destination Directory screen.
  7. Select only the Federal 1040 product to be installed.
  8. Review the Installation Details screen and click the Next button to continue.
  9. When you reach the Product Licensing screen click Cancel. You will not be able to license or update these products.
  1. Close ProSeries.
  2. Sign into My Account
  3. Next to either ProSeries Profesional or ProSeires Basic choose the Previous Years link.
    PCG_PS_L1twIVo2T_1.png
  4. Make your tax year selection in the Select Previous Year dropdown.
  5. Make your tax type selection in the Select Product Family dropdown.
  6. Click on the Download button for any Federal or State product you need.
  7. Run the saved file to install the Federal or State product you picked.

Step 2: Run the unlock patch to remove licensing and payment requirements

  1. Close ProSeries.
  2. Click on the year to download the unlock patch:
    Click here for 2006 Click here for 2007 Click here for 2008 Click here for 2009
    Click here for 2010 Click here for 2011 Click here for 2012 Click here for 2013
  3. Run the file that downloads.
  4. When the tool runs you'll see the following screen if the unlock was successful. PCG_PS_L1twIVo2T_2.png
  5. Press any key on the keyboard to close the screen.
  6. Repeat the process for every year you need to unlock.

Step 3: Entering your firm and preparer information

  1. Open ProSeries.
  2. From the Tools menu choose Options.
  3. From the left side choose Firm/Preparer Info.
  4. From the right side click the Edit button.
  5. Enter the Firm Name and Address that you want to print on returns.
  6. Click the OK button.

Starting in tax year 2014 the unlock process has been simplified.

  1. Close ProSeries.
  2. Sign into My Account
  3. Next to either ProSeries Profesional or ProSeires Basic choose the Previous Years link.
    PCG_PS_L1twIVo2T_1.png
  4. In the Select Previous Year dropdown choose 2014.
  5. In the Select Product Family dropdown choose Federal 1040 & States.
  6. Click on the Download button for either Professional or Basic.
  7. Run the saved file to install the new unlocked version of ProSeries. This will not impact your tax returns or client data.
  8. Open ProSeries 2014.
  9. From the Tools menu choose Options.
  10. From the left side choose Firm/Preparer Info.
  11. From the right side click the Edit button.
  12. Enter the Firm Name and Address that you want to print on returns.
  13. Click the OK button.

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