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Tax Year 2021 Common Questions and Helpful Articles for ProSeries

IntuitGabiU
Community Manager
Community Manager

With 2021 Individual E-file launch on 1/24/2022, here are important resources to help you get off to a great start.

If you have employees that have left your firm, or you need to add new employees or change their roles, see Manage Users for ProSeries to assist you with managing your users.

If you are a new customer or have a change in business name or address, it will be necessary to utilize the EFIN verification process to update your information with us.  See Register your EFIN with Intuit before e-filing for details.

To know the release dates for specific tax forms and schedules, see How to find release dates for forms and schedules in ProSeries .

To ensure that your ProSeries program is on the most recent version, see How to update ProSeries software for instructions. 

For information about e-filing tax year 2019 and 2020 returns, see E-filing prior year returns in ProSeries 

For information about entering specific 1098 and 1099 information, see Where do I enter amounts from Form 1098 and 1099 in ProSeries? 

If you still need to transfer your returns from ProSeries 2020 to ProSeries 2021, see Transferring client files from the prior year including how to transfer clients between ProSeries Professional and ProSeries Basic. 

If you need to transfer returns from TurboTax to ProSeries, see How to transfer TurboTax returns to ProSeries 

Tax Updates for 2021

 

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IntuitGabiU
Community Manager
Community Manager

For more ProSeries News & Updates, click here.

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IntuitGabiU
Community Manager
Community Manager

For more ProSeries News & Updates, click here.

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