ProSeries®

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Here’s what’s new in ProSeries.

Tax reform updates
With ProSeries, you can file with complete confidence. It’s loaded with updates like in-product tools that help you understand tax law changes, and simplifications for qualified business income deductions. Plus, you can use our Tax Reform Resource Center to get the training and answers you need to become an expert. It’s all designed to help you keep providing solid guidance.

Easier customer service
It’s even easier to get help fast. With the “Hold My Spot” feature, you won’t have to wait on hold. We’ll call you back when it’s your turn. You’ll have enhanced self-help features right inside your software — helpful articles, FAQs and tips right when you need them. And we’re standing by to offer tax reform help, with extended hours during tax season.

Simplification for qualified business income
Whether your business clients need simplified or complex qualified business income (QBI) calculations, ProSeries has you covered.

Expanded Outlook support
Get more options to email your clients seamlessly from ProSeries, with all 64-bit versions of Outlook supported. ProSeries will now support Outlook 2010, 2013, 2016 and 2018.

 

Optimized resolution
If you have a high-resolution monitor, the text size, buttons and other elements will automatically adjust to your screen. So you’ll get a clear view with no squinting.

New viewing options for forms in use
You can customize your view for easier navigation in ProSeries Professional. Now, you can collapse sub-forms, such as K-1 worksheets, asset worksheets and source documents like 1099s or W-2s. Plus, the active form will be highlighted in white in the “forms” bar. With these improvements, you’ll save more time when you review returns.

Federal business returns added for client queries
In ProSeries Professional, you can run 18 new client analyzer queries across four types of federal business returns: Federal Corp (1120), Federal S Corp (1120-S), Partnership (1065), and Estates and Trusts. Plus, you can export the reports to Excel.

Our goal: 100% e-file
You deserve the convenience of e-filing every possible form in ProSeries. Our ultimate goal is 100% e-file coverage for all agency-allowed forms we offer. And we're making strong progress. For tax year 2018, we added more than 30 new e-filing types, and have aggressive plans to add more in the coming months.

See new forms

Training

 

Work better and get the most out of your software. Get the training you need to stay prepared and stay ahead.

  • Live webinars that are eligible for CPE credits*
  • Recorded webinars that are available on demand
  • Quick tips you can learn in convenient videos
  • Interactive simulations with your product
  • Step-by-step guides that make learning easy
Get free training

* CPE credits are only available for live webinars, not recordings.

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