What’s new with Intuit ProSeries Tax for tax year 2023

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We’re dedicated to continuously improving the overall quality of your tax software to help you have a better tax year. From key workflow tool improvements to 17 new e-file capabilities, you can count on ProSeries to help make tax work easier and more efficient. 

Looking for specific forms or filing types? Use our online forms finder

End of support: Windows Server 2012 and Windows Server 2012 R2

As of October 10, 2023, Microsoft will no longer provide security updates, non-security updates, bug fixes, technical support, or online technical content updates. At Intuit, security of your data is a top priority, so we encourage our customers who are running Windows Server 2012 and Windows Server 2012 R2 to upgrade to Windows Server 2016 or higher. Visit the Community for the complete list of system requirements

Hosting onboarding automation enhancements

Enjoy end-to-end automation of moving data from your existing infrastructure to the Hosting environment. This automation includes packing data from all tax years in your current ProSeries environment, transferring it to the Right Networks’ environment, and unpacking it to their respective ProSeries folders, so you can start working online as if nothing has changed.

TurboTax Online import

Now, you can transfer current-year TurboTax individual 1040 returns to current-year ProSeries returns in just a few clicks. Learn more here. 

Financial institution download (FIDO) enhancements

We’ve updated your authentication method so that now you can download your clients’ financial data directly from all supported banks.

Batch eSignature requests

Request electronic signatures on documents from 2 to 100 clients and set reminders for them all at once.

Faster loading

Now, ProSeries will launch and start different features faster, so you can prepare returns more efficiently.

Quick Employer Forms Accountant

Under the new IRS rules, filers of 10 or more returns of certain files (including W2 and 1099s) for a calendar year generally will need to file electronically with the IRS. Previously, electronic filing was required if the filing was more than 250 returns of the same type for a calendar year. With Quick Employer Forms Accountant, you can create and e-file an unlimited number of W-2s and 1099s for your clients’ employees and contractors. You can e-file and print forms within a business and across multiple businesses individually and in bulk. It supports Forms W-2, 1099-NEC, 1099-MISC, 1099-INT, and 1099-DIV. You’ll also get W-3 & 1096 forms for your records automatically. Learn more on our website

Intuit Select Pro Staffing

Find staff easily with this new outsource provider program. We’ve partnered with credentialed hiring solution providers so you don’t have to. These providers will match you with expert outsourced staff trained that are already on your software, so you can grow your business the way you want with staff custom fit for your firm. Learn more on our website

Workflow enhancement suggestions

As you work in different parts of ProSeries, you’ll occasionally receive recommendations on tools that can help you streamline certain processes in your workflow.

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