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How to renew ProSeries for tax year 2020

Intuit Help

How to renew ProSeries for tax year 2020

Online renewal will be taken offline on the evening of 3/1/2021. Customers will have to call to renew during this time.

Online renewal is now available for tax year 2020. Learn about the different ways you can renew below.

  1. Access your online renewal through your renewal email or sign in to My Account.
  2. If your login is associated with multiple Customer Account Numbers you will see a Select an Account screen.
  3. Choose the account you need to renew for and click Select.
  4. From the My Account Dashboard, select Renew Now to view your renewal quote.User-added image
  5. Review included products and totals. Click Continue to Renewal.User-added image
  6. Review your order information.
  7. Verify your firm information and shipping address, making changes as needed. Select Next.User-added imageUser-added image
  8. Verify your Payment Method and Billing Address, or make any changes as needed. Select your Billing Preferences, then click Next.User-added imageUser-added image
  1. Review your Order Fulfillment and select Download Software or Download Software + CD.
  2. Verify the products in the Order Summary. (To make changes with the products ordered, contact Customer Service.) Then select Complete Checkout to submit your order.User-added imageUser-added image
  3. Your credit card or bank account will be charged upon order submission. An e-mail confirmation will be sent to the e-mail address we have on file.

Follow these steps to enroll in Auto Renewal for ProSeries for 2020.

  1. Sign in to My Account.
  2. Select Products from the Navigation bar on the left. Click Auto-Renew.User-added imageUser-added image
  3. Verify your payment method and address.
  4. Check the box to acknowledge the Auto Renewal Terms and Conditions.
  5. Select Enroll Now. We'll send you an email notification as a reminder prior to billing.

The Deferred Payment Option lets you pay off the cost of your ProSeries software in manageable installments with your credit or debit card, or electronic funds transfer. See the steps for opting into
deferred payments here.

If you need assistance with online renewal, please call our sales team at 800-934-1040.

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