How to e-file a prior year return in ProSeries

This article will help you license and update your prior year ProSeries so that you can e-file a prior year return.

Before you start:

• The IRS allows e-filing for the currently due tax year and two prior years. Most states follow the same rule.
• You must have an active Fast Path license for the current calendar year in order to e-file returns.

Follow these steps to e-file:

1. Open the prior year version of ProSeries you're using to prepare the tax return.
2. Select the Tools menu at the top of your program.
3. Click on License Products.
4. Verify Online is selected, then click OK.
5. A screen with your information will appear. Verify it's correct, then press Yes, then OK, and Close.
6. Go to the Update menu at the top of your program, and select Update installed products.
7. Open the client file, and correct any errors that are present.
8. Complete the e-file process as normal.