See how ProSeries helps you save time and deliver fast, confident service.
Accessing important data is quick and accurate.
Trace the source of field data or use it to understand what information you should include in a particular field. Learn more
The “Where Do I Enter?” feature
Use “Where Do I Enter?” in the federal 1040, 1065, 1120 and 1120S products to find the right form and field when you’re not sure where to enter certain data in a return. Learn more
Constant on-screen help
Get help and support while you’re working in a return. Learn More
Use keyboard shortcuts to move around quickly in the software. Learn more
Downloading next year's product
Use this year's ProSeries to automatically download next year's product.
Tax return input guidance BASIC ONLY
Guidance in three places:
Left-side navigation categories of input.
Checklist to easily select types of input based on client's situation.
Tabs for forms that require input/output.
Quick entry sheets PROFESSIONAL ONLY
Use quick entry sheets to enter data faster with less scrolling on many forms, such as Schedule D and Schedule K-1. Easily toggle between quick entry mode and form entry mode by typing Ctrl + M.
Splitting married filing joint returns PROFESSIONAL ONLY
Use the Split Joint Return feature to split a married filing joint individual return into two married filing separate returns for the taxpayer and the spouse. You won’t have to calculate anything by hand, prepare multiple returns or change the original return. Learn more
Managing clients has never been easier.
View, track the status, and manage e-filed returns. Learn more
Review and keep track of the progress and status of a client return. You can use this worksheet as a planning tool, as a status report, or as a checklist for events completed. Learn more
Missing client data PROFESSIONAL ONLY
Keep track of all of the missing client data in a return. Then, track the status, email the client a request, and quickly link back to the field location as you receive updates on the missing data. Learn more
Intuit Link PROFESSIONAL ONLY
Link is a portal that makes it easy for your clients to deliver their tax data to you in a timely, personalized and organized way. Learn more
Client Checklist PROFESSIONAL ONLY
Create a list of items needed for this year's return, based on last year's return. Also, an encrypted version of the list can be emailed. Learn more
Client-specific billing options PROFESSIONAL ONLY
Set up client specific billing options using different billing methods (flat fees, hourly fees or charges per form). Also includes a billing clock and editable invoice. Learn More
Client Presentation PROFESSIONAL ONLY
Provide visually appealing charts and graphs that show a client’s bottom line, income and deductions, and comparisons to prior years. Learn more
Client Advisor PROFESSIONAL ONLY
Generate a list of up to 73 tax planning suggestions on how your clients can help reduce their future taxes. Learn more
Estimate tax payments, witholdings, income expenses, and more for1040 returns in future years. Learn more
Gain utilities and tools to make your day more productive.
PDF attachments for e-filed returns
Attach PDFs to federal and state e-filed returns. Learn more
E-file returns for the current year and two years back, for all federal and state returns that are supported for electronic filing.
Note: E-filing for prior years is possible only if the IRS and state tax agencies continue to accept electronic returns for those years.
K-1 transfer PROFESSIONAL ONLY
Transfer information from the Schedule K-1 form(s) in a ProSeries 1065, 1120S or 1041 client file to the Schedule K-1 worksheet(s) in a client’s 1040 return. Learn more
Set up your ProSeries software to automatically download updates to the software for any program and forms changes, as well as e-file acknowledgements and tax alerts. Learn more
Client snapshot PROFESSIONAL ONLY
Quickly access and review summary information on the client return. Learn more
Integration with other applications will boost your performance.
Importing from Fixed Asset Manager PROFESSIONAL ONLY
Import assets into various activities in ProSeries, such as Schedule C and Schedule E, directly from ProSeries Fixed Asset Manager.
Importing from QuickBooks, Quicken and TXF files
Import financial data directly to ProSeries from key resources, including QuickBooks, Quicken and TXF (Tax Exchange Format) files. Learn more
Downloading data from financial institutions
Download your clients’ 1099-B, 1099-INT and 1099-DIV data directly from participating financial institutions via a website that’s easy for you and your clients to use. It’s fully integrated and included with ProSeries. Learn more
"The line sensitive tax help and government instructions are very helpful. Cross reference help explains where numbers come from and in many instances provides clickable links to active forms."