ProSeries Features

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

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...

Use this year's ProSeries to automatically download next year's product.

Guidance in 3 places:

1. Left-side Navigation categories of input
2. Checklist to easily select types of input based on client's situation
3. Tabs for forms that require input/output

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.    

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

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...

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

 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

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...

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...

Provide visually appealing charts and graphs that show a client’s bottom line, income and deductions, and comparisons to prior years. Learn more

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, etc, over a number of future years for 1040 returns in future years. 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.

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...

Email password-protected client returns directly from within ProSeries.
ProSeries Professional
ProSeries Basic

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

Quickly access and review summary information on the client return. Learn more

Import financial data directly to ProSeries from key resources, including QuickBooks, Quicken and TXF (Tax Exchange Format) files. Learn more...

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