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

Overview

Prepare 1040 returns with ease using intuitive forms-based entry. (Professional only: Plus, complete business returns)
Click any line on the form to see all the associated data.
Quickly navigate to forms in the return.
Easily track all current data entries.
Tap Where Do I Enter to find the right forms and fields fast.
See refund or balance in real-time with auto-calculations.
Get quick answers without disrupting your work.
Go to supporting forms fast with QuickZoom.
View a summary of the return with a click.
Keep track of e-filed returns in one place.
Click back and forward to swiftly move between screens.
Follow the same flow as a 1040 by category, with checklists at each step.
Add common forms to the return with just a click. (Professional only)
Import data directly form financial institutions or scanned documents. (Professional only)
Choose Quick Entry or Forms Mode to fit your preference. (Professional only)
Access Client Checklist and Client Presentation tools. (Professional only)

Error Diagnostics

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  
eSignature integration
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
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

Get tax year 2019 software included for free when you buy ProSeries for tax year 2020 now.
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