Guided workflow starting from the general information you need to collect from your clients to other categories like income, deductions, credits, etc. so you can input easily and identify the forms needed.
Easy to use HomeBase where you can see all your clients’ status in one screen.
Includes a checklist of what you may need to enter that takes you directly to the forms you need.
Individual Tax Form 1040 Returns, Individual Tax Form 1040NR Returns
State Individual Returns
Federal Business Modules: 1120, 1120S, 1065, 1041, 990
State Business Modules: 1120, 1120S, 1065, 1041, 990
Federal Estate Returns: 706
Federal Gift Tax Returns: 709
Tax Scan and Import
If you require additional states, you can prepare those on a pay-per-return basis
Pay only when you file a return.
A one-time annual pay-per-return license fee of $489 is applied if no unlimited bundles or modules are licensed in conjunction with a pay-per-return order.
Every Package Includes
We guarantee that you’ll be satisfied with your transition. If you’re not comfortable with your tax season readiness within 30 days of receiving your product, we’ll refund your money.*
Easy Start New Customer Program
Start your first year with ProSeries on the right track with exclusive, step-by-step support.
Automated Data Conversion
Convert previous tax year data from your current tax preparation software, including taxpayer personal information, names of interest, important carryover amounts and more.
New Customer Support
Get expert help from our ProSeries specialists. Whether you need tax or system support, our agents are trained in the most advanced topics to help you without transferring your call.
Personalized Training Portal
Access learning modules, view suggested content that’s relevant to you, attend valuable webinars or sign up for ProSeries live training events in your area — all free within your online portal.
Get the exact instructions you need, when you need them. You’ll receive personalized, step-by-step emails and a checklist to help you speed through installation, data conversion, EFIN verification and more.
1. Sale price is available to first time purchasers of the product only (sorry no renewals). The sale price is good for the first year only. In year two, regular renewal fee applies to continue use of the product. Prices are subject to change without notice.
* If you (a) are not satisfied with the software for any reason and (b) are a new customer with respect to that software, in order to receive a refund, you must contact Intuit Customer Service at 800-374-7317 to obtain a return merchandise authorization and return the software via the U.S. Post Office within 30 days of receipt to Intuit Returns, P.O. Box 190004, Greenville, SC 29390-9004. Returns made by means other than the U.S. Post Office may be returned to Intuit Inc. Returns Department, 110 Hidden Lake Circle, Duncan, SC 29334. Any such refund shall be equal to the software license fee paid for the returned software, minus service and delivery fees.
ProSeries Basic 50 Return Bundle includes a license for (50) 1040 returns and (50) individual state returns for 2 state, for Current Tax Year only.Returns can be filed on extension for Current Tax Year only, but all 1040 and individual state returns must be used by December 31 of the following year or they will expire.