ProSeries® Federal A La Carte Tax Modules
 

If you only need select forms, you can purchase them individually. The forms we currently offer in addition to the Intuit ProConnect ProSeries Basic Tax product are: Individual/1040NR, Corporate/1120, S Corporate/1120S, Partnership/1065, Fiduciary/1041, Exempt/990, Estate/706 and the Gift/709. 

 

Note: A one-time annual PPR license fee of $445 ($265 when purchased online) is applied if no tax unlimited bundles or modules are licensed in conjunction with a PPR order.


Which Product May We Help You With?

 

Individual — 1040NR

$423

ProSeries 1040NR includes all the 1040 forms, schedules and worksheets needed to calculate and print non-resident alien returns within ProSeries Professional. It includes:

  • Toll-free U.S.-based technical support
  • Electronic Filing included for no additional charge for supported forms
  • PPR pricing also available1 — $31 each Learn More
 

To learn which forms are supported, please contact Sales at: (877) 682-4254.

Corporate — 1120

$853

ProSeries Professional provides you efficient preparation from simple corporations to controlled groups.

 

ProSeries 1120 includes:

  • More than 60 Federal forms, schedules and worksheets to support corporate returns
  • Integrated state business forms/schedules provided (sold separately)
  • PPR pricing also available1 — Federal $51 each; State $30 each Learn More
  • Electronic Filing included for no additional charge for supported forms
  • Toll-free U.S.-based technical support
     

To learn which forms are supported, please contact Sales at: (877) 682-4254.

 

Features

  • 22 predefined IRC elections
  • Form 1120-W support
  • ACE depreciation worksheet automatically updates Form 4626
  • NOL and AMT NOL worksheets
  • Depreciation Entry worksheets
  • Controlled Group worksheets
  • Predefined Other Income and Other Deduction and Reconciliation worksheets
  • Two-Year Comparison worksheet
  • Five-Year Tax History
  • Capital loss carryover worksheet
  • Contribution carryover worksheet with details about origination year
  • Carryover worksheet for accounting of unused tax credits, Section 179 carryover, Section 1231 loss history, and prior-year AMT
  • General business credit carryover worksheet
  • Import assets from ProSeries/Fixed Asset Manager (sold separately)
  • Import from QuickBooks files
  • Import trial balance information from popular accounting packages
  • How-to guide in Help offers advice on preparing a variety of forms in the program
  • In-Depth Calculations
        - Underpayment penalty calculations
        - Personal holding company tax calculations
        - Alternative Minimum Tax
        - Controlled Group apportionment
        - Passive activities
        - Estimated tax payments
        - Amended returns
        - Ratio analysis of key financial information
        - Comparison of U.S. averages
        - Short tax year
        -Section 170 (d)(2)(B) calculations for unused contributions

S Corporate — 1120S

$853

ProSeries 1120S automates Small Business Tax Software Form 1120S and Schedules M-1 and M-2, and supports automated maintenance of shareholder's basis.

ProSeries 1120S includes:

  • More than 50 Federal forms, schedules and worksheets to support S corp returns
  • Integrated state business forms/schedules provided (sold separately)
  • PPR pricing also available1 — Federal $51 each; State $30 each Learn More
  • Electronic Filing included for no additional charge for supported forms
  • Toll-free U.S.-based technical support

To learn which forms are supported, please contact Sales at: (877) 682-4254.

 

Forms

  • Form 1120S, U.S. Income Tax Return for an S Corporation
  • Form 966, Corporate Dissolution or Liquidation
  • Form 2220, Underpayment of Estimated Tax
  • Form 2553, Election by a Small Business Corporation
  • Form 2848, Power of Attorney
  • Form 3115, Application for Change in Accounting Method
  • Form 3468, Investment Tax Credit
  • Form 4136, Credit for Federal Tax Paid on Fuels
  • Form 4255, Recapture of Investment Credit
  • Form 4562, Depreciation and Amortization
  • Form 4684, Casualties and Thefts
  • Form 4797, Sales of Business Property
  • Form 5884, Work Opportunity Credit
  • Form 6252, Installment Sale Income
  • Form 6478, Credit for Alcohol Used as Fuel
  • Form 6765, Credit for Increasing Research Activities
  • Form 6781, Section 1256 Contracts and Straddles
  • Form 7004, Application for Automatic Extension of Time to File
  • Form 8050, Direct Deposit of Corporate Tax Refund
  • Form 8271, Investor Reporting of Tax Shelter Registration Number
  • Form 8283, Noncash Charitable Contributions
  • Form 8586, Low-Income Housing Credit
  • Form 8594, Asset Acquisition Statement
  • Form 8609 (Schedule A), Annual Statement Low Income Housing Credit
  • Form 8821, Tax Information Authorization
  • Form 8822, Change of Address
  • Form 8824, Like-Kind Exchanges
  • Form 8825, Rental Real Estate Income and Expenses of a Partnership or an S Corporation
  • Form 8826, Disabled Access Credit
  • Form 8835, Renewable Electricity Production Credit
  • Form 8844, Empowerment Zone Employment Credit
  • Form 8845, Indian Employment Credit
  • Form 8846, Credit for Employer Social Security and Medicare Taxes Paid on Certain Employee Tips
  • Form 8453, Declaration for an IRS e-File Return
  • Form 8633, Application to Participate in the IRS e-File program
  • Form 8850, Pre-Screening Notice and Certification Request for Work Opportunity and Welfare-to-Work Credits
  • Form 8861, Welfare to Work Credit
  • Form 8869, Subchapter S Subsidiary Election
  • Form 8878A, IRS e-File Electronic Funds Withdrawal Authorization for Form 7004
  • Form 8879-S, IRS e-File Signature Authorization
  • Form 8881, Credit for Small Employer Pension Plan Startup Costs
  • Form 8910, Alternative Motor Vehicle Credit – Hybrids
  • Form 8913, Credit for Federal Telephone Excise Tax Paid
  • Form SS-4, Application for Employer ID Number
  • Form TD F 90-22.1, Foreign Bank and Financial Accounts
  • Form W-7P, Application for Preparer Tax Identification Number


Schedules

  • Schedule D, Capital Gains and Losses and Built-In Gains
  • Schedule F, Profit or Loss from Farming
  • Schedule K-1, Shareholder's Share of Income, Credits, Deductions, etc.
  • Schedule N, Foreign Operation of U.S. Corporations
  • Each program also contains many supporting worksheets, reconciliation summaries, and analytical comparisons.
 
Forms and schedules are subject to change. 

Partnership — 1065

 

S Corporate — 1120S
S Corporate — 1120S

$853

Prepare partnership tax return form 1065, including Schedule K-1s, with ease using ProSeries Professional software.

ProSeries 1065 includes:

  • More than 40 Federal forms and schedules to support partnership returns
  • Integrated state business forms/schedules provided (sold separately)
  • PPR pricing also available1 — Federal $51 each; State $30 each Learn More
  • Electronic Filing included for no additional charge for supported forms
  • Toll-free U.S.-based technical support
     

To learn which forms are supported, please contact Sales at: (877) 682-4254.
 

Features

  • Information for all partners entered in one place
  • Multiple activity reporting
  • Four K-1 rounding options
  • Custom and Global K-1 recipient letters
  • 31 customizable methods of special allocations by ratio or amount
  • Special Allocation Reconciliation Reports
  • Capital Account Reconciliation Report
  • Print K-1 schedules with the tax return or separately
  • Partner's Basis Report
  • Schedule K Reconciliation Report
  • 15 predefined IRC elections
  • M-1 Reconciliation worksheet to assist in entering permanent and timing books versus tax differences
  • Two-Year Comparison worksheet
  • Five-Year Tax History
  • Imports assets from ProSeries/Fixed Asset Manager (sold separately)
  • Import from QuickBooks files
  • Import trial balance information from popular accounting packages
  • How-to guide in Help offers advice on preparing a return in the program
  • In-Depth Calculations
        - Automatic self-employment earnings calculations
        - Section 754 depreciation adjustments
        - Weighted average calculations
        - Ratio analysis of key financial information
        - Comparisons of U.S. averages

Fiduciary — 1041

$853

Prepare fiduciary tax form 1041 returns for estates and trusts of all sizes with ProSeries Professional.

 

ProSeries 1041 includes:

  • More than 35 forms and schedules to support fiduciary returns
  • Integrated state business forms/schedules provided (sold separately)
  • PPR pricing also available1 — Federal $51 each; State $30 each Learn More
  • Toll-free U.S.-based technical support
     

To learn which forms are supported, please contact Sales at: (877) 682-4254.

 

Features

  • Customizable fiduciary and beneficiary transmittal letters
  • Easy allocation of amounts to beneficiaries
  • 16 predefined IRC elections
  • Support for up to 1,000 beneficiaries
  • Depreciation reports by activity
  • Five-Year Tax History. Import assets from ProSeries/Fixed Asset Manager (sold separately)
  • Import trial balance information from popular accounting packages
  • How-to guide in Help offers advice on preparing a return using the program
  • Integrated state business software is also available
  • In-Depth Calculations
        - Tentative trust accounting income calculated automatically
        - Easy allocation of deductions to taxable and tax-exempt income
        - Handles tier-1 and tier-2 distribution, and automatically computes beneficiary allocation percentages
        - Passive activities
        - Supports grantor trusts with unlimited grantor letters
        - NOL and AMT NOL worksheets track net operating losses
        - Foreign Tax Credit and AMT Foreign Tax Credits

Estate — 706

$734

ProSeries Professional Estate Tax Return Form 706 software is loaded with helpful features and functionality that streamlines the preparation of estate returns and supports all 21 schedules.

 

 

ProSeries 706 includes:

  • More than 20 forms and schedules to support estate tax returns
  • Toll-free U.S.-based technical support
  • PPR pricing also available1 — Federal $40 each Learn More
     

To learn which forms are supported, please contact Sales at: (877) 682-4254.
 

Features

  • Support of 20 schedules
  • Charitable deduction
  • Marital deduction
  • Taxable gifts reconciliation worksheet
  • Section 6166 notice of election

Gift — 709

$423

There's no better way to prepare your gift tax form 709 returns for clients than with ProSeries Professional.

 

ProSeries 709 includes:

  • Forms and schedules to support gift tax returns
  • Toll-free U.S.-based technical support
  • PPR pricing also available1 — Federal $34 each Learn More
     

To learn which forms are supported, please contact Sales at: (877) 682-4254.
 

Features

  • Taxpayer name and address information transfers from the ProSeries/1040 return
  • All information can be input on the worksheet and will flow automatically to the tax forms
  • Automatically generates returns for a husband and wife
  • Fast entry of recurring gifts during the year

Exempt — 990

 

$853

Prepare returns for tax exempt organizations, including corporations and trusts, with ProSeries Professional — Exempt/990.

 

Exempt/990 includes:

  • 20 forms and schedules to support returns for tax exempt organizations
  • Electronic Filing included for no additional charge for supported forms
  • PPR pricing also available1 — Federal $51 each; State $30 each Learn More
  • Toll-free U.S.-based technical support
     

To learn which forms are supported, please contact Sales at: (877) 682-4254.
 

Features

  • Includes tax exempt forms such as form 990-EZ
  • Use 990-PF software for private foundations
  • Generate depreciation reports by activity
  • Prepare Form 990-T stand-alone or with Form 990-EZ, Form 990 or Form 990-PF
  • Import from ProSeries/Fixed Asset Manager (sold separately)
  • Import from QuickBooks files
  • Import trial balance information from popular accounting packages
  • In-Depth Calculations

    -Extensive support for required supporting statements for 990-EZ, 990, 990-PF, and 990-T

    -Calculates next year's estimate (Form 990-W) for 990-T and 990-PF filers

    -Underpayment penalty computed for 990-T and/or 990-PF

    -Supports tax calculations on Form 990-T for both trusts and corporations including controlled groups

    -Separate payment fields accommodate estimates for both the 990-T and the 990-PF

Benefit Plan — 5500

 

Unlimited

For more information, contact Sales at: 

 

(800) 765-7777

Federal & 
One State                     

$47 each

Additional States

$45 each

Included forms:2

Benefit Plan — 5500

Unlimited

For more information, contact Sales at: 

 

(800) 765-7777

Federal & 
One State                     

$47
each

Additional States

$45
each

Included forms:2

For certain forms, availability may vary.

  • 5500
  • 5500EZ
  • 5558
  • 2848
  • 8822
  • 8821
  • SS-4
  • A
  • B
  • C
  • D
  • E
  • H
  • I
  • P
  • R
  • SSA
  • T
  • Participant Statement
  • Summary Annual Report

 


State Modules:

Preparing state returns is made easy with ProSeries state modules. ProSeries offers many business state modules and individual state modules, and transfers all applicable data from the client's federal return to the client's state return automatically. This helps to minimize the amount of work you must do in order to complete the client's state return.

 

To learn which forms and schedules are supported by a specific state module, please contact Sales at: (800) 765-7777.

 

  • Alabama
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Federal
  • Florida
  • Georgia
  • Hawaii

 

 

  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • New York City
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Rhode Island
  • South Carolina
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • West Virginia
  • Wisconsin

Important offers, pricing details, & disclaimers
  1. A one-time annual Pay-Per-Return license fee of $445 ($265 when purchased online)  is applied if no tax unlimited bundles or modules are licensed in conjunction with a Pay-Per-Return order. 
  2. These Forms and Schedules may be included and are subject to change.