The Advantages of ProSeries® Tax Software


Reliable 1040 software

History of dependable software performance that doesn't slow you down.

Our dedicated Quality Assurance team spent more than 130,000 hours last season testing the software in various environments to help ensure it doesn't crash or lose data. ProSeries employs a third party firm to triple check performance.

E-filing systems to help ensure no downtime.

With two e-filing servers in multiple locations and active participation in the IRS "e-filing Readiness" program you can definitely trust the integrated e-filing capabilities of ProSeries. One in every three returns e-filed to the IRS is processed through Intuit's E-filing system.

Responsive and knowledgeable support available when you need it.

Flexible support options including phone, online chat, email, in-product help and a convenient call back service help you get the answers you need based on your preference. Toll-free U.S.-based technical support with extended hours during peak season.


Easy to learn and use

Guided workflows lead you through the return.

A simple user interface helps walk preparers through completing each stage of a tax return.

Category checklists for client data collection.

Category-specific checklists help you ask the right questions as you interview and collect data from your clients. It helps ensure you have all the important data upfront.

Simple data entry makes client input fast.

Prepare returns your way by going through tab-by-tab, or jumping directly between forms with a single click. Forms-based and worksheet-based data options result in fast and easy input. Embedded worksheets and QuickZooms minimize clicks and navigation.


Helps you prepare correct returns

Automated, comprehensive calculations streamline your work.

Extensive automation across individual and business forms, no matter how complex, reduces potential mistakes.  Rigorous testing helps ensure accuracy.

Built-in tax help updated with the latest tax law.

Have peace of mind knowing the Basic edition incorporates all current tax law and regulations to help keep your returns IRS-compliant, even if you're not up-to-date yourself. In addition to comprehensive in-product software help to assist your use, the Basic edition provides line-sensitive tax help and government instructions to give you relevant information right where you need it.

Deep and thorough diagnostics help you catch inconsistencies and errors before you file.

Final Review has more than 1,000 diagnostics to find errors, omissions and questionable entries. Plus, diagnostics link directly to the error for quick fixing. Deduction Finder helps maximize potential refunds—or minimizes taxes due—by finding deductions your clients may have missed. The refund monitor shows the running total of your client's refund or balance due so you can see how specific items affect the price.


Professional tools and output

Tools enabling you to prepare multiple returns efficiently.

Professional workflow and features allow you to manage and prepare returns for multiple clients more efficiently than filing via paper methods or consumer tax software..

Electronically file as a professional and become IRS-compliant.

Most consumer tax products do not provide the ability for tax professionals to enter in their Electronic Filing Identification Number (EFIN) as mandated by the IRS. The Basic edition allows you to submit this number when e-Filing and help ensure you are compliant with the IRS. How do I get an EFIN?

Printing and invoice options with your preparer information designated.

Ability to provide your clients with the professional output they expect with your preparer information included on the completed returns. Customizable printing options so you can print only the forms you want to deliver to your clients. Invoice generator that allows you to quickly create client invoices with billing information and filing instructions.

Over 65,000 Tax professionals use ProSeries.
Hear what the pros have to say about it.

 

★★★★☆   4.3 of 51

Important offers, pricing details, & disclaimers
  1. Testimonials represent the individual experiences of these customers. Intuit does not represent that results are typical or that the experiences will apply to all customers since each tax preparer is unique.