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Compare ProSeries® Professional and ProSeries Basic to see which professional tax software is right for you

  • 1

    Prepare 1040 returns with ease using intuitive forms-based entry. (Professional only: Plus, complete business returns)

  • 2

    Click any line on the form to see all the associated data.

  • 3

    Quickly navigate to forms in the return.

  • 4

    Easily track all current data entries.

  • 5

    Tap Where Do I Enter to find the right forms and fields fast.

  • 6

    See refund or balance in real-time with auto-calculations.

  • 7

    Get quick answers without disrupting your work.

  • 8

    Go to supporting forms fast with QuickZoom.

  • 9

    View a summary of the return with a click.

  • 10

    Keep track of e-filed returns in one place.

  • 11

    Click back and forward to swiftly move between screens.

  • BASIC

    Follow the same flow as a 1040 by category, with checklists at each step.

  • 12

    Add common forms to the return with just a click. (Professional only)

  • 13

    Import data directly form financial institutions or scanned documents. (Professional only)

  • 14

    Choose Quick Entry or Forms Mode to fit your preference. (Professional only)

  • 15

    Access Client Checklist and Client Presentation tools. (Professional only)

  • 1

    Prepare 1040 returns with ease using intuitive forms-based entry. (Professional only: Plus, complete business returns)

  • 2

    Click any line on the form to see all the associated data.

  • 3

    Quickly navigate to forms in the return.

  • 4

    Easily track all current data entries.

  • 5

    Tap Where Do I Enter to find the right forms and fields fast.

  • 6

    See refund or balance in real-time with auto-calculations.

  • 7

    Get quick answers without disrupting your work.

  • 8

    Go to supporting forms fast with QuickZoom.

  • 9

    View a summary of the return with a click.

  • 10

    Keep track of e-filed returns in one place.

  • 11

    Click back and forward to swiftly move between screens.

  • 12

    Follow the same flow as a 1040 by category, with checklists at each step.

  • PRO

    Add common forms to the return with just a click. (Professional only)

  • PRO

    Import data directly form financial institutions or scanned documents. (Professional only)

  • PRO

    Choose Quick Entry or Forms Mode to fit your preference. (Professional only)

  • PRO

    Access Client Checklist and Client Presentation tools. (Professional only)

  • 1

    Check errors, diagnostics and notes in one place for final review.

  • 2

    Spot errors and required entries fast with red fields.

  • 3

    See exactly which forms have errors for easy navigation.

  • 4

    Get quick links directly to error fields. (Professional only)

  • 1

    Check errors, diagnostics and notes in one place for final review.

  • 2

    Spot errors and required entries fast with red fields.

  • 3

    See exactly which forms have errors for easy navigation.

  • PRO

    Get quick links directly to error fields. (Professional only)

Find your right fit

Compare features of ProSeries Professional and ProSeries Basic 1040.

Features Professional Basic 1040
Additional 1040 support such as 1040NR, Net Operating Loss, Client Organizers, and more
Cloud hosting available for anytime, anywhere access
Business forms including 1120, 1120S, 1041, 1065, 990, 706, 709
Network functionality for multiple-user access
Client Checklist helps make collecting data from clients easier
Client Presentation provides charts and graphs of the return
Client Advisor helps you offer client-specific tax planning recommendations
K-1 data import for business-to-1040 transfers
Missing Client Information utility helps you find missing data
Includes ProSeries Tax Import integrated within software
Client Analyzer identifies clients impacted by tax changes and scenarios
1040 forms with schedules and calculations
Integrated electronic filing at no additional charge for all supported forms
Tax Planner helps you plan 1040 returns in future years
Diagnostics to help you locate errors and omissions
In-product tax help, forms search, and access to online community of peers
Integrated paperless solutions to help you streamline your office
eSignature integration
Free U.S.-based technical support with extended hours during peak season
Integration with the Link portal
Guided workflow and checklists lead you through return preparation
Deduction Finder helps identify missed deductions

Take the next step with ProSeries