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how do you get the professional version, or do you have to pay extra for that version

Level 1

I am trying to get an engagement letter and it says you have to have the professional version of proseries, since I just have the basic version of proseries, do I have to update to the professional version and does that cost extra

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Level 15
Level 15

If you log into your Intuit account, you should find Professional available to download as well.


Professional is free for you to use, but in order to print or Efile from it, you'll have to Pay Per Return, so Im not sure that you'll be able to use it just for the engagement letter.

You may want to find a sample one online and customize it in Word, and print it from there.

Level 2

If you purchase a publication called The Tax Book (google it) they offer tons of preparer documents.  We use their engagement letter.  Plus the book is very nice and informative for the price.